Client Services Representative (Banking), Sr. jobs in Evansville, IN

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
  • TheraTree Pediatric Services LLC
  • Owensboro, KY FULL_TIME
  • Description

    Client Services Specialist (Reception & Scheduling)

    Are you ready to make a meaningful impact on the lives of children and families? Do you thrive in a fast-paced environment where you can think on your feet and multitask with ease? If so, we have an exciting opportunity for you as a Client Services Specialist at TheraTree Pediatric Services!


    Who we are:

    TheraTree is a dynamic pediatric healthcare organization on a mission to grow minds, bodies, and spirits. Our team of dedicated therapists specialize in working with children of all ages with various developmental and behavioral challenges. We're out to create thriving children who's voices are heard, bodies that move, they are independent experiencing a life they love, and are in turn an inspiration for what is possible in life.

    As a Client Services Specialist, you will play a crucial role in delivering excellent communication that results in patients scheduling and maximizing the capacity of the clinician's available schedule. You will ensure a seamless check-in process where all clients arrive on time for their scheduled appointments and make their payments promptly. By providing a welcoming environment and demonstrating empathy and care towards our clients, you will help our patients access the care they need to lead happy, healthy, and well-balanced lives. 


    Job Duties & Responsibilities:

    • Maintaining a welcoming environment in the clinic's waiting room and beyond.
    • Handling all communication channels promptly and efficiently.
    • Communicating effectively that leaves people feeling understood and taken care of.
    • Checking in clients for their appointments promptly and with care.
    • Collecting payments and processing them securely
    • Ensuring all patient scheduling processes are accurately maintained and documented including initiating scheduling calls and reminders as needed.
    • Maximizing therapy providers' schedules and filling openings promptly.
    • Coordinating with therapy providers, billing, insurance companies, doctor offices, and 3rd parties to ensure patient appointments are authorized by their insurance.
    • Maintaining and updating client records through data entry. 
    • Tracking and reporting statistics related to scheduling and patient attendance.
    • Implementing attendance interventions and celebrating clients with perfect attendance.
    • Contributing to a fun and productive work environment.

    Requirements

    Key Skills & Qualifications:

    • A positive outlook on life and a respect for diversity.
    • Ability to think on your feet, adapt to changes, and identify and solve problems efficiently.
    • Excellent time management, organization, and prioritization abilities in a fast-paced environment.
    • Strong verbal and written communication skills, ensuring clear and effective communication with clients and colleagues.
    • Ability to work independently and as part of a team.
    • Strong reporting and attention to detail skills to meet deadlines and maintain confidentiality.
    • Ability to quickly learn and use technology for effective data management and communication, including basic programs such as email, word, excel, and powerpoint.
    • CPR & First Aid certification and up-to-date immunizations, including TB skin test documentation.

    Additional skills that would be beneficial for success:

    • Experience in a healthcare or therapy setting
    • Knowledge of insurance benefits, billing and reimbursement processes
    • Familiarity with electronic medical records systems
    • Ability to navigate and utilize online scheduling platforms
    • Ability to handle challenging and emotional situations with empathy and professionalism

    Why Choose TheraTree:We believe in investing in our team members to help them grow and succeed in a supportive work environment. We offer:

    • Competitive base pay and bonus opportunities for exceeding performance targets.
    • Health benefits, retirement plans, paid time off, and paid continued education.
    • Opportunities for growth and advancement, including leadership positions and mentorships.
    • A company culture that values empowerment, responsibility, leadership, and integrity.
    • A rewarding career where you make a positive difference in the lives of children and families.

    Join Our Team:At TheraTree, we value each team member's unique role in delivering healthcare that empowers and uplifts. If you share our vision of providing access to happy, healthy, and well-balanced lives for children and families, we invite you to be a part of our team. Visit our website www.theratreepeds.com/career-opportunities to learn more about this exciting opportunity and to apply today!

  • 5 Days Ago

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Client Services
  • TheraTree
  • Owensboro, KY FULL_TIME
  • Company DescriptionTheraTree's Mission & PurposeTheraTree’s purpose is to support the whole child: mind, body and spirit.Our therapeutic services treat:Minds by sprouting learning and strategies for l...
  • 1 Month Ago

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Digital Banking Call Center Representative
  • LIBERTY FEDERAL CREDIT UNION
  • Evansville, IN FULL_TIME
  • Liberty FCU, a full-service credit union, is currently seeking a Digital Banking Call Center Representative with excellent interpersonal and organizational skills to join the credit union team. Experi...
  • 1 Month Ago

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Client Services Specialist
  • TEKsystems
  • Evansville, IN FULL_TIME
  • Job Description: This consultant will be working side-by-side with our Treasury Management Client Service team members; may require answering client calls, triaging their request and fulfilling the cl...
  • 28 Days Ago

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Intermediate Representative, Client Processing
  • BNY Mellon
  • Poole, KY FULL_TIME
  • Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management a...
  • 11 Days Ago

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Representative, Client Processing
  • BNYM External Career Site
  • Poole, KY FULL_TIME
  • Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management a...
  • 24 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Evansville, IN area

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Call Center Representative - Work From Home>
  • MedMetrix
  • Evansville, IN
  • [Customer Service / Remote] - Anywhere in U.S. / Competitive Pay - As a Call Center Rep you'll: Respond to patient inqui...
  • 4/23/2024 12:00:00 AM

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Travel Nurse RN - PCU - Progressive Care Unit - $2,031 per week
  • Hiring Now!
  • Evansville, IN
  • Ardor Health Solutions is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Evansville, ...
  • 4/22/2024 12:00:00 AM

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Travel Nurse RN - Oncology - $2,031 per week
  • PRN Healthcare
  • Evansville, IN
  • Ardor Health Solutions is seeking a travel nurse RN Oncology for a travel nursing job in Evansville, Indiana. Job Descri...
  • 4/22/2024 12:00:00 AM

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Customer Service Representative
  • AT&T
  • Evansville, IN
  • **Job Description:** **Dont miss this rare opportunity to jump-start your sales career. Interview with us in person at o...
  • 4/22/2024 12:00:00 AM

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Patient Service Representative
  • Midwest Dental Group
  • Evansville, IN
  • X Patient Service Representative Position in Evansville, IN **Patient Service Representative Position in Evansville, IN*...
  • 4/22/2024 12:00:00 AM

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Travel Nurse RN - Med Surg / Telemetry - $2,235 per week
  • PRN Healthcare
  • Evansville, IN
  • Ardor Health Solutions is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Evansville, Indiana...
  • 4/21/2024 12:00:00 AM

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Travel Nurse RN - Med Surg - $2,031 per week
  • Hiring Now!
  • Evansville, IN
  • Ardor Health Solutions is seeking a travel nurse RN Med Surg for a travel nursing job in Evansville, Indiana. Job Descri...
  • 4/21/2024 12:00:00 AM

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Travel Nurse RN - Orthopedics - $2,031 per week
  • Hiring Now!
  • Evansville, IN
  • Ardor Health Solutions is seeking a travel nurse RN Orthopedics for a travel nursing job in Evansville, Indiana. Job Des...
  • 4/20/2024 12:00:00 AM

Evansville is a city and the county seat of Vanderburgh County, Indiana, United States. The population was 117,429 at the 2010 census, making it the state's third-most populous city after Indianapolis and Fort Wayne, the largest city in Southern Indiana, and the 232nd-most populous city in the United States. It is the commercial, medical, and cultural hub of Southwestern Indiana and the Illinois-Indiana-Kentucky tri-state area, home to over 911,000 people. The 38th parallel crosses the north side of the city and is marked on Interstate 69. Situated on an oxbow in the Ohio River, the city is of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$44,731 to $56,690
Evansville, Indiana 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