Client Services Representative (Banking), Sr. jobs in Gainesville, FL

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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Wealth Client Services Assistant
  • Seacoast Bank Careers
  • Williston, FL PART_TIME
  • JOB SUMMARY:

    The Client Services Associate supports the Private Advisor by handling administrative tasks such as calendar coordination, CRM (Salesforce reporting), Seacoast Investment Services account servicing and maintenance, meeting preparation, and communication to internal banking partners. This position requires a high level of integrity, as the role is exposed to confidential and sensitive information. 

     

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Assist with CRM (SalesForce) reporting for the Private Advisor.
    • Assist with the preparation of client investment performance reports, presentation materials, and division level reporting and analysis.
    • Responsible for performing general account maintenance and follow-up on pending issues.
    • Communicate with customers via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.
    • Provide marketing support in the form of preparing prospecting, seminars, and other sales efforts as required by Private Advisor.
    • Lead other tasks and projects as needed for Seacoast Investment Services.
    • Adhere to Seacoast Bank’s Code of Conduct.

     

    EDUCATION and/or EXPERIENCE:

    • Administrative Assistant Certificate or Business related AAS Degree
    • Focused, detail-oriented, and a high level of emotional intelligence.
    • Demonstrated track record of initiative
    • Strong technology, research, and organizational skills
    • Enjoys working in a team environment
    • Confident, poised and professional in appearance
    • Capable of taking on creative challenges and tight deadlines
    • Willingness to learn

     

    The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.  They are not intended to be an exhaustive list of responsibilities, duties, and skills.  Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.  It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.  This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. 

  • 23 Days Ago

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Client Services Specialist - Outpatient
  • SMA Healthcare Inc
  • Palatka, FL FULL_TIME
  • Top reasons to work for SMA Healthcare: Career growth and advancement potentialGreat benefits such as: Health, Dental, Vision, Life, & Disability InsuranceTuition ReimbursementPaid Personal Leave (up ...
  • 1 Day Ago

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Client Services Specialist - Outpatient
  • SMA Healthcare
  • Inverness, FL FULL_TIME
  • Top reasons to work for SMA Healthcare: Career growth and advancement potential Great benefits such as: Health, Dental, Vision, Life, & Disability Insurance Tuition Reimbursement Paid Personal Leave (...
  • 4 Days Ago

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CSA - Client Services Associate
  • Campbell & Company, Wealth Advisors, and Certified Public Accountants
  • Inverness, FL FULL_TIME
  • Title: Client Services Associate.Functions: Administrative.Type: Full Time.Salary: Salary.Experience: 1 - 3 years of Client Services Experience in Insurance & Investments required.Company Overview:Cam...
  • 16 Days Ago

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Client Services Specialist - Outpatient
  • SMA Healthcare Inc
  • Inverness, FL FULL_TIME
  • Top reasons to work for SMA Healthcare: Career growth and advancement potentialGreat benefits such as: Health, Dental, Vision, Life, & Disability InsuranceTuition ReimbursementPaid Personal Leave (up ...
  • 1 Month Ago

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Guest Services Representative
  • ARAMARK Educational Services LLC
  • Gainesville, FL FULL_TIME
  • GUEST SERVICE REPRESENTATIVEEach Employee Must:Be eligible to work under all Federal, State, and Local laws.Be neat and well groomed.Be pleasant and have an upbeat personality.Be dependable, reliable ...
  • 10 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Gainesville, FL area

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Travel MRI Technologist - $2,622 per week
  • TRS Healthcare
  • Gainesville, FL
  • Ardor Health Solutions is seeking a travel MRI Technologist for a travel job in Gainesville, Florida. Job Description & ...
  • 3/29/2024 12:00:00 AM

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Customer Service Associate>
  • Wawa
  • Gainesville, FL
  • Wawa - JobID: JR108301 [Retail Associate / Team Member] As a Customer Service Associate at Wawa, you'll: Greet and provi...
  • 3/29/2024 12:00:00 AM

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Work From Home - Customer Support Specialist>
  • Paradigm
  • Gainesville, FL
  • [Customer Service / Remote] - Anywhere in U.S. / Competitive salary / Home office budget / 100% paid medical, dental & v...
  • 3/29/2024 12:00:00 AM

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FT Customer Experience Associate - Work From Home>
  • Alma
  • Gainesville, FL
  • [Customer Service / Remote] - Anywhere in U.S. / $23 per hour / May 21st Start Date / Health, dental and vision / 401k /...
  • 3/27/2024 12:00:00 AM

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FT Customer Support Specialist - Work From Home>
  • APFusion
  • Gainesville, FL
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Competitive Pay - As a Customer Support Specialist you'll: Quickl...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • Exactech, Inc.
  • Gainesville, FL
  • ** Customer Service Rep** **Job Category****:** Office & Clerical **Requisition Number****:** CUSTO001894 Showing 1 loca...
  • 3/27/2024 12:00:00 AM

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Patient Outreach Representative (Full-Time)
  • Reverba
  • Gainesville, FL
  • ATTENTION: Gainesville (Florida) Locals Looking for full-time employment. This is a remote position: In order to be cons...
  • 3/26/2024 12:00:00 AM

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Travel Echo Technician - $2,898 per week
  • TRS Healthcare
  • Gainesville, FL
  • Ardor Health Solutions is seeking a travel Echo Technician for a travel job in Gainesville, Florida. Job Description & R...
  • 3/25/2024 12:00:00 AM

Gainesville is located at 29°39'55" North, 82°20'10" West (29.665245, −82.336097), which is roughly the same latitude as Houston, Texas. According to the United States Census Bureau, the city has a total area of 62.4 square miles (161.6 km2), of which 61.3 square miles (158.8 km2) is land and 1.1 square miles (2.8 km2) is water. The total area is 1.74% water. Gainesville's tree canopy is both dense and species rich, including broadleaf evergreens, conifers, and deciduous species; the city has been recognized by the National Arbor Day Foundation every year since 1982 as a "Tree City, USA". Gain...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$42,803 to $54,249
Gainesville, Florida area prices
were up 1.5% 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