Client Services Representative (Banking), Sr. jobs in Cheyenne, WY

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)

G
Insurance Client Services Representative
  • GTA Insurance Group
  • North Platte, NE FULL_TIME
  • Rosenberg Insurance, a Division of GTA Insurance Group is HIRING!!

    We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client Services Representatives play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.

    Who we are:

    We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. We have a great work-life balance, and we pride ourselves on being community focused and family friendly.

    We recognize the importance of our employees health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.

    What you'll do:

    You'll build relationships in and out of the organization, by providing general agency support and support to the agency's clients. You'll be the first point of contact for clients, handling their day-today questions, and other support services. You will assist in the production of new accounts and the retention of existing accounts and provide prompt, efficient, high-quality service to designated accounts in support of Producer activities.
     
    1. Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewal and/or binders for designated account, as needed, within five days of receipt.
    2. Conducts periodic service calls for designated accounts.
    3. Answers agency phone calls, orders supplies, and conducts general office administration.
    4. Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
    5. Receives phone calls and office visitors requesting quotes.
    6. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
    7. Makes minor policy changes for personal lines coverage as requested by the Agent.
    8. Assists with the everyday flow in the agency including emails, downloads, expiration notices and special projects.
    9. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
    10. Accounting and bookkeeping, as instructed by management.
    11. Performs other functions as assigned by management.

    What you'll need to succeed:

    You have excellent written and verbal communication skills, enjoy striving towards goals, attentive to the detail, flexible to adjust to the needs of the day/client, and are team oriented.

    Requirements:
    1. High School Diploma or equivalent
    2. Active Property & Casualty license or willing to obtain (materials and fees paid by GTA)
    3. Excellent communication skills both written and spoken
    4. Proficient in Microsoft Office
    5. High attention to detail
    6. Learn new technology quickly
    7. Flexible
    8. Team oriented
    Benefits:
    • Employer Paid Life & AD&D
    • Employer Paid Short- & Long-term disability
    • PTO
    • Paid Holidays
    • 401k with employer match
    • Voluntary Health, Vision, Dental and many other benefits!

    About Rosenberg Insurance, a Division of GTA Insurance Group:

    Headquartered in Grand Island, Nebraska, GTA Insurance Group is a leading full-service insurance agency providing property and casualty, life and health, employee benefits, and crop products and services. From offices located throughout Nebraska, GTA's vast network of specialists provides peace of mind on what matters most and helping our customers protect their legacies. For more information, please visit gtagroup.com.

  • 1 Month Ago

G
Insurance Client Services Representative
  • GTA Insurance Group
  • Trenton, NE FULL_TIME
  • GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client S...
  • 1 Month Ago

A
Retail Banking Services Coordinator - Nebraska and Kansas Territory
  • Adams Bank and Trust
  • North Platte, NE FULL_TIME
  • We're looking for an experienced retail banker who is team centric with proven management success to join our banking team! Directs and oversees all retail service delivery and daily operations for th...
  • 20 Days Ago

G
Client Advisory Services Manager (CPA Required)
  • Guidant Financial
  • Sidney, NE FULL_TIME
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage...
  • 5 Days Ago

F
Financial Services Representative II
  • First Interstate Bank
  • Sidney, NE FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourSidney (NE) branch.What's Important to YouWe know your career is just...
  • 8 Days Ago

A
Financial Services Representative
  • Adams Bank and Trust
  • Grant, NE FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. Signing Bonus May Apply This position is a combination of teller and personal banking responsibilitie...
  • 1 Month Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Client Services Representative (Banking), Sr. jobs found in Cheyenne, WY area

L
Retail Sales Associate
  • Loaf N' Jug
  • Cheyenne, WY
  • Description: Are you a high energy, outgoing person who loves to help others and work as part of a team? Are you interes...
  • 4/24/2024 12:00:00 AM

W
Customer Service Representative
  • Walmart
  • Cheyenne, WY
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM

B
Sales and Service Specialist
  • Bridgestone Americas
  • Cheyenne, WY
  • **Company Overview** Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teamma...
  • 4/24/2024 12:00:00 AM

I
Customer Service Sales Representative
  • InsuraTec Services Group
  • Cheyenne, WY
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experi...
  • 4/23/2024 12:00:00 AM

A
Registration Agent Customer Service Representative
  • Adecco Staffing, USA
  • Cheyenne, WY
  • Job Title: Registration Agent / Customer Service Representative (Temp to hire) Pay: $16/hr Job Description: Adecco is he...
  • 4/22/2024 12:00:00 AM

S
FIELD SERVICE SPECIALIST II
  • SLB
  • Wellington, CO
  • Job Summary The CAM Field Specialists is responsible for providing customers with safe, accurate and on-time product and...
  • 4/22/2024 12:00:00 AM

C
Customer Service Representative - Remote (Ultimate Medical Academy Grads Only)
  • Concentrix
  • Cheyenne, WY
  • Job Title: Customer Service Representative - Remote (Ultimate Medical Academy Grads Only) Job Description This requisiti...
  • 4/20/2024 12:00:00 AM

R
Medical Equipment Customer Service Representative
  • Rotech Healthcare Inc.
  • Fort Collins, CO
  • OVERVIEW: Rotech Healthcare Inc. is a national leader in providing ventilators, oxygen, sleep apnea treatment, wound car...
  • 4/20/2024 12:00:00 AM

Cheyenne (/ʃaɪˈæn/ shy-AN or /ʃaɪˈɛn/) is the capital and most populous city of the U.S. state of Wyoming and the county seat of Laramie County. It is the principal city of the Cheyenne, Wyoming, Metropolitan Statistical Area which encompasses all of Laramie County. The population was 59,466 at the 2010 census. Cheyenne is the northern terminus of the extensive and fast-growing Front Range Urban Corridor that stretches from Cheyenne to Pueblo, Colorado which has a population of 4,333,742 according to the 2010 United States Census. Cheyenne is situated on Crow Creek and Dry Creek. The Cheyenne,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$44,306 to $56,152
Cheyenne, Wyoming area prices
were up 2.3% 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