Client Services Representative (Banking), Sr. jobs in Arizona

Client Services Representative (Banking), Sr. acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking), Sr. processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking), Sr. requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking), Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Client Services Representative (Banking), Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Sr. Client Services Representative
  • Americor
  • Scottsdale, AZ FULL_TIME
  • The Senior Client Services Representative at Americor is vital for maintaining exceptional client relations and ensuring high levels of customer satisfaction. This role is comprehensive, requiring involvement in client services, email/chat communications, the enrollment process, and retention strategies. The successful candidate will provide effective, timely, and professional communication with clients, facilitating a positive experience throughout their journey with the company.
     

    Responsibilities:

    Client Services:

    • Handle inbound and outbound client calls with professionalism, addressing client inquiries and ensuring high-quality customer service.
    • Maintain accurate records of all client interactions in the CRM system, ensuring data integrity and follow-up.

    Email/Chat Communications:

    • Respond promptly to client inquiries via email and chat, maintaining clarity and compliance with service-level agreements.
    • Document all interactions thoroughly in the CRM database.

    Enrollment Processes:

    • Conduct introductory calls to newly enrolled clients, providing them with all necessary program information.
    • Assist clients through the enrollment process, addressing any questions or concerns.

    Retention:

    • Engage with clients considering program cancellation, emphasizing the benefits and addressing concerns.
    • Utilize negotiation and problem-solving skills to enhance client satisfaction and retention.

    General Responsibilities:

    • Adhere to communication procedures, policies, and guidelines to ensure consistent service quality.
    • Meet or exceed performance goals, contributing to team and company success.
    • Be flexible with duties as assigned, adapting to the team's and clients' dynamic needs.

    Work Schedule:

    • Monday- Friday, 7 AM to 4 PM PST. This position requires a commitment to these hours to ensure consistent, high-level client service.
     

    Requirements:

    • Experience in customer service roles, particularly in client services, email/chat support, and retention.
    • Demonstrated success in a customer service environment, focusing on client satisfaction and retention.
    • Strong verbal and written communication skills.
    • Effective problem-solving and attention to detail.
    • Familiarity with CRM systems and proficiency in Microsoft Office and G-Suite.

    Education:

    • High School Diploma or equivalent required

    Company Benefits:

    • Ongoing training and development
    • Opportunity for career advancement
    • Medical
    • Dental
    • Vision
    • Company Paid Group Life / AD&D Insurance
    • 7 Paid Holidays and 2 Floating Holiday Days to use at will
    • Paid Time Off
    • Flexible Spending/HSA
    • Employee Assistance Program (EAP)
    • 401(k) match
    • Referral Program



    This role is open to remote candidates and pays $21.00-$22.00 per hour, dependent on experience. This role is open to candidates who do not require visa sponsorship.

     

    Americor is proud to be an Equal Opportunity Employer. Americor does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.

     

    * Note to Agencies: Americor Funding, Inc. (the “Company”) has an internal recruiting department. Americor Funding Inc. may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters (“Agency”). Agencies are hereby specifically directed NOT to contact Americor Funding Inc. employees directly in an attempt to present candidates. The Company’s policy is for the internal recruiting team or other authorized personnel to present ALL candidates to hiring managers. Any unsolicited resumes sent to Americor Funding Inc. from a third party, such as an Agency, including unsolicited resumes sent to a Company mailing address, fax machine, or email address, directly to Company employees, or to the resume database, will be considered Company property. Americor Funding Inc. will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Americor Funding Inc. will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.

  • 12 Days Ago

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Bilingual Sr. Client Services Representative
  • Americor
  • Scottsdale, AZ FULL_TIME
  • The Senior Client Services Representative at Americor is vital for maintaining exceptional client relations and ensuring high levels of customer satisfaction. This role is comprehensive, requiring inv...
  • 12 Days Ago

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Bilingual Sr. Client Services Representative (Weekend Shift)
  • Americor
  • Scottsdale, AZ FULL_TIME
  • The Senior Client Services Representative at Americor is vital for maintaining exceptional client relations and ensuring high levels of customer satisfaction. This role is comprehensive, requiring inv...
  • 12 Days Ago

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Sr. Client Services Representative (Weekend Shift)
  • Americor
  • Scottsdale, AZ FULL_TIME
  • The Senior Client Services Representative at Americor is vital for maintaining exceptional client relations and ensuring high levels of customer satisfaction. This role is comprehensive, requiring inv...
  • 12 Days Ago

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Phoenix Client Banking Services Professional
  • Charles Schwab Inc.
  • Phoenix, AZ FULL_TIME
  • Your Opportunity START DATE: June 3, 2024 At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...
  • 14 Days Ago

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Phoenix Client Banking Services Professional
  • JobRapido
  • goodyear, AZ FULL_TIME
  • Position Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and...
  • 1 Month Ago

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Client Service Officer - Assistant Vice President
  • Deutsche Bank
  • Jacksonville, FL
  • Job Description: Job Title Client Service Officer Corporate Title Assistance Vice President Location Jacksonville, FL Ov...
  • 3/28/2024 12:00:00 AM

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Client Relations Representative
  • Prominence Enterprise
  • Columbus, OH
  • At Prominence Enterprise, we value our partnered clients and share their vision of growth. Our success in creating these...
  • 3/28/2024 12:00:00 AM

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Client Relations Representative
  • RSP Events
  • Philadelphia, PA
  • Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marke...
  • 3/27/2024 12:00:00 AM

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Client Relations Representative
  • North Inc
  • Saint Louis, MO
  • Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
  • 3/26/2024 12:00:00 AM

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Client Relations Representative
  • VISTA CHICAGO INC
  • Franklin Park, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 3/26/2024 12:00:00 AM

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Client Relations Representative
  • NSD NEWCO
  • Boca Raton, FL
  • Description Description: The Client Relations Representative position is responsible for investigating and resolving com...
  • 3/25/2024 12:00:00 AM

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Client Relations Representative
  • VISTA CHICAGO INC
  • Oak Brook, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 3/25/2024 12:00:00 AM

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Client Relations Representative
  • Mid Atlantic Marketing
  • Fredericksburg, VA
  • Job Description Job Description We are seeking a Client Relations Representative to join our team! You will be responsib...
  • 3/25/2024 12:00:00 AM

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$46,073 to $58,392

Client Services Representative (Banking), Sr. in Pittsburgh, PA
Some employers hired workers with only a high school education and one or two years of experience in banking or finance.
January 12, 2020
Client Services Representative (Banking), Sr. in Newark, NJ
The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services.
January 17, 2020
Client Services Representative (Banking), Sr. in Tallahassee, FL
Knowledge of bank products and processes is preferred along with a strong client servicing background.  This is a fast-paced and challenging environment where strong analytical, organizational, and multi-tasking skills are necessary.
January 23, 2020