Client Services Representative (Banking), Sr. jobs in Appleton, WI

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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Client Services Representative
  • Tuere LLC
  • Appleton, WI FULL_TIME,PART_TIME
  • We are currently looking to fill multiple positions in our enrollment center in Appleton WI!

    Tuere is a partner of First Consilium and Great Vista Education and Technology which operate several enrollment centers in WI and TN and a national life and health insurance brokerage.

    Representatives will assist clients with enrolling in health insurance coverage and applying government subsidies for eligible clients under the Affordable Care Act.

    Most of our clients qualify for a 100% no-cost health insurance plan subsidized by the federal government. We work to help clients find the best available plan for their personal needs with the maximum amount of government tax subsidies applied to the cost of the plan.

    This is a sales and customer service position:

    This is a Full-Time position Mon-Friday

    Must have or be able to obtain a state insurance producer license. Licensing and training are reimbursed. Licensing must be completed before you can start work; it requires a 20-hour online course and passing a state exam.

    We pay an hourly rate plus commission and bonuses effectively $24-$48 per hour depending on performance

    (Base Pay Plus Commission and Bonuses)

    Job Requirements:

    -Must enjoy helping people

    -18 years or older only

    -Must be able to obtain a state insurance producer license and pass a background check

    -Must be comfortable on the phone

    -Driven to perform at a high level

    -Comfortable working with computers

    -Enjoy working in a team environment

    Job Types: Full-time, Part-time

    Pay: $35,000.00 - $80,000.00 per year

    Benefits:

    • On-the-job training
    • Paid time off

    Experience level:

    • No experience needed

    Shift:

    • Day shift

    Weekly day range:

    • Monday to Friday

    Work setting:

    • Call center
    • In-person
    • Office

    Application Question(s):

    • If you do not have a state insurance producer license would you be able to obtain one prior to starting?

    Experience:

    • sales or customer service: 1 year (Preferred)

    License/Certification:

    • Accident & Health Insurance License (Preferred)

    Ability to Relocate:

    • Appleton, WI 54914: Relocate before starting work (Required)

    Work Location: In person

  • 2 Days Ago

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Sr. Relationship Banking Specialist
  • Sb
  • Appleton, WI FULL_TIME
  • PRIMARY PURPOSE: The Senior Relationship Banking Specialist collaborates with the RB Department Manager to direct daily work and provide coaching, development, and support to the retail team. The Sr B...
  • 27 Days Ago

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Sales Representative
  • TruGreen - Sales Representative
  • Appleton, WI FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives!At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new o...
  • 24 Days Ago

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Client Services Executive - Remote
  • Navitus Health Solutions / Lumicera Health...
  • Appleton, WI FULL_TIME
  • Pharmacy Benefits Reinvented- As the industry’s alternative pharmacy benefit manager (PBM), we’re committed to making prescriptions more affordable for you and your members. Here at Navitus, our team ...
  • 3 Days Ago

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Coordinator, Client Services-Remote
  • Navitus Health Solutions LLC
  • Appleton, WI FULL_TIME
  • Putting People First in Pharmacy- Navitus was founded as an alternative to traditional pharmacy benefit manager (PBM) models. We are committed to removing cost from the drug supply chain to make medic...
  • 1 Month Ago

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Client Service Representative
  • Interim HealthCare
  • Wausau, WI OTHER
  • Job Details Job Location: WI Wausau - Wausau, WI Position Type: Full Time Education Level: 2 Year Degree Salary Range: $19.00 - $23.00 Hourly Job Shift: Day DescriptionClient Service Representative (C...
  • Just Posted

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0 Client Services Representative (Banking), Sr. jobs found in Appleton, WI area

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Agency Customer Service Representative (Hybrid or Remote)
  • Jewelers Mutual Group
  • Neenah, WI
  • ** Agency Customer Service Representative (Hybrid or Remote)** **Job Category****:** Agency **Requisition Number****:** ...
  • 4/20/2024 12:00:00 AM

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Food Service Associate I - The Heritage
  • ThedaCare
  • Appleton, WI
  • Why ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion t...
  • 4/20/2024 12:00:00 AM

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FT Customer Service Representative - Work From Home>
  • ARIVE
  • Menasha, WI
  • [Call Center / Remote] Anywhere in U.S. / Up to $50K per year / Medical, Dental and Vision / 401k match / PTO - As a Cus...
  • 4/20/2024 12:00:00 AM

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Front of House Manager
  • Uncle Mike's Food Emporium
  • Appleton, WI
  • The FOH Manager is responsible for overseeing all aspects of the customer experience within the establishment's public a...
  • 4/20/2024 12:00:00 AM

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Client Service Representative
  • BluePearl
  • Green Bay, WI
  • **Client Service Representative** Green Bay Wisconsin BluePearl Specialty + Emergency Pet Hospital in Green Bay is hirin...
  • 4/19/2024 12:00:00 AM

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Travel Cath Lab Technologist - $2,310 per week
  • Hiring Now!
  • Appleton, WI
  • Ardor Health Solutions is seeking a travel Cath Lab Technologist for a travel job in Appleton, Wisconsin. Job Descriptio...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Appleton, WI
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/19/2024 12:00:00 AM

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Travel Physical Therapist - $2,097 per week
  • Hiring Now!
  • Neenah, WI
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Neenah, Wisconsin. Job Description & R...
  • 4/17/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$45,722 to $57,946
Appleton, Wisconsin area prices
were up 1.3% from a year ago

Client Services Representative (Banking), Sr. in Galveston, TX
As a Client Service Representative, you’ll deliver a personalized, caring experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services.From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
December 02, 2019
Client Services Representative (Banking), Sr. in Orange, CA
We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better.
November 29, 2019
Client Services Representative (Banking), Sr. in Anderson, IN
We always put our clients first to meet their evolving needs.
February 12, 2020