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)
GENERAL FUNCTION:
The Treasury Management Client Services Analyst is a client-facing position that provides exceptional service and attention to CB&S Bank clients who utilize or expect to utilize Treasury Management services specifically. The Analyst also provides assistance to Bank partners who have an interest in those clients. The Analyst is tasked with coordinating with the Treasury Management Sales team and other Bank partners to onboard new TM clients; implement, modify, or delete TM services and pricing; and provide clients with training on those services. The Analyst is also tasked with providing clients ongoing TM-related operational support and assistance via phone or email. The Analyst is expected to comply with all Bank policies and procedures, retain client interaction records, provide reports and other information to management, and to identify issues impairing client experience.
MAJOR DUTIES AND RESPONSIBILITIES:
ADDITIONAL RESPONSIBILITIES:
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