Client Services Representative (Banking), Sr. jobs in Glendale, AZ

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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Phoenix Client Banking Services Professional
  • Charles Schwab Inc.
  • Phoenix, AZ FULL_TIME
  • Your Opportunity

    START DATE: June 3, 2024

     

    At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

     

    Schwab was built around a simple idea: put the client first. Many companies say that, but we work hard to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

     

    As a Client Banking Service Professional, you are at the forefront of the client experience, delivering outstanding service to the clients of Charles Schwab Bank. You will provide subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.

     

    Not only do we put our clients first, but we also extend this same approach to our employees. At Schwab, we respect and care for all, and you can go as far as your ambition takes you – we’re here to empower you to Own Your Tomorrow by providing comprehensive training, mentorship, and development support to help you reach your potential and achieve your dreams. Firm growth means growth for you. In addition to a well-structured career path, you’ll also engage in meaningful and impactful work by building trust and inspiring confidence through exceptional service, one connection at a time.

    What you have

    Required Qualifications

    • Minimum of 1 year of work experience, which may include unpaid work, volunteer experience, internships, or other roles
    • Ability to work in the office up to 75% - 100% of the time, as required

     

    Preferred Qualifications

    • Outstanding client service skills with the ability to handle approximately 40 – 60 inbound calls per day while demonstrating empathy and problem-solving skills
    • Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs
    • Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals
    • Ability to establish rapport with clients over the phone to create long term relationships with Schwab
    • Desire to be part of a supportive and collaborative team
    • High attention to detail to adhere to extensive bank policies, procedures, and guidelines
    • Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning
    • Proven success navigating multiple computer applications

    #campus

  • 15 Days Ago

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Phoenix Client Banking Services Professional
  • JobRapido
  • goodyear, AZ FULL_TIME
  • Position Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and...
  • 1 Month Ago

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Phoenix Client Banking Services Professional
  • JobRapido
  • avondale, AZ FULL_TIME
  • Position Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and...
  • 1 Month Ago

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Phoenix Client Banking Services Professional
  • JobRapido
  • phoenix, AZ FULL_TIME
  • Position Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and...
  • 1 Month Ago

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Client Services Representative
  • Candidate Experience site
  • Phoenix, AZ PART_TIME
  • This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cov...
  • 19 Days Ago

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Client Services Representative
  • NVA
  • Cave Creek, AZ FULL_TIME
  • Description & Requirements Practice Representative Job Description Chaparral Veterinary Medical Center, a mixed animal facility, is hiring an experienced Practice Representative. Equine experience a p...
  • Just Posted

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0 Client Services Representative (Banking), Sr. jobs found in Glendale, AZ area

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Clinical Client Services Representative
  • Lab Express Inc
  • Phoenix, AZ
  • Job Description Job Description The Opportunity: LabXpress is seeking a qualified Full time Client Services Representati...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep Dental
  • JB Dental Lab
  • Tempe, AZ
  • Job Description Job Description We are currently looking for a Customer Service Representative in a fast paced environme...
  • 3/28/2024 12:00:00 AM

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Client Services Associate
  • Connect AZ
  • Phoenix, AZ
  • At Connect AZ, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a ...
  • 3/28/2024 12:00:00 AM

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Client Services Associate
  • Connect AZ
  • Mesa, AZ
  • At Connect AZ, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a ...
  • 3/28/2024 12:00:00 AM

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Veterinary Customer Service Receptionist
  • Desert Ark Veterinary Care
  • Avondale, AZ
  • Job Type Full-time Description Desert Ark Veterinary Care is looking for client service representatives - experienced in...
  • 3/28/2024 12:00:00 AM

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Travel Nurse RN - PCU - Progressive Care Unit - $2,412 per week
  • PRN Healthcare
  • Phoenix, AZ
  • Ardor Health Solutions is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Phoenix, Ari...
  • 3/28/2024 12:00:00 AM

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Client Service Associate (Remote)
  • Priority Financial Group
  • Phoenix, AZ
  • The Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client serv...
  • 3/26/2024 12:00:00 AM

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CSRs needed as we grow in Gilbert, Peoria and Scottsdale
  • Desert Veterinary Medical Specialists PLLC
  • Gilbert, AZ
  • Job Description Job Description Job Description Desert Veterinary Medical Specialists (DVMS) is the leader in providing ...
  • 3/24/2024 12:00:00 AM

Glendale /ˈɡlɛndeɪl/ is a city in Maricopa County, Arizona, United States, located about nine miles (14 km) northwest from Downtown Phoenix. According to the 2017 U.S. Census estimates, the population of the city is 246,709. Glendale is located at 33°32′19″N 112°11′11″W / 33.53861°N 112.18639°W / 33.53861; -112.18639 (33.538654, −112.186261)....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$46,470 to $58,896
Glendale, Arizona area prices
were up 2.2% 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