Client Services Representative (Banking), Sr. jobs in Helena, MT

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 Representative
  • Missoula County
  • Missoula, MT PART_TIME
  • Client Services Representative

    Salary

    $20.61 Hourly

    Location

    Missoula, MT

    Job Type

    Regular Part-time, less than 40 hours/week

    Job Number

    2024-00363

    Department

    Missoula Public Health- Health Services

    Opening Date

    03/08/2024

    Bargaining Unit

    MFPE - Local 8512

    Work Site

    Missoula County Health Department

    Scheduling/Hours of Work

    Part time 32 hours per week, eligible for benefits

    Definition

    This is a part-time opportunity with many benefits! As a Missoula County employee, you will be part of a team that is committed to positively impacting the community. The base rate of pay for this position is $20.61 per hour.

    The Health Department is seeking a CLIENT SERVICES REPRESENTATIVE to join their team. This position performs duties requiring responsible judgement and close adherence to Vaccine for Children (VFC) and private payor policies and protocols, including a variety of advanced clerical, reception and claims duties such as assessing client payor source and income to determine eligibility for publicly and privately funded vaccinations, and other support duties for the Missoula City-County Health Department (MCCHD) Immunization Clinic.
    Details: Priority screening will begin on Friday, March 22, 2024. It is in your best interest to apply by this date. Applications will continue to be accepted until an adequate applicant pool has been established, or the position has been filled.
    To Apply:

    · Please complete all sections of the online application, even if a resume is submitted.

    · Please include with a complete application the following attachments: The results of a Montana Job Service E[1]Skills General Typing Test. Please call Laurie Dunagan or Marilyn Smith at 406-728-7060 and they will e-mail you the link to the test.
    Please attach a printed version of your test results that show your wpm (words per minute) score. Typing tests from other agencies/companies will not be accepted. Links to typing test results will not be accepted.

    · In addition to the typing test please also attach a letter of interest and a resume.

    · Incomplete applications may be disqualified.

    · Complete job description available upon request to the Department of Human Resources.

    Representative Examples of Work

    Greets and registers clients for walk-in or scheduled appointments; accurately enters client information into computer system following established protocols; receives incoming telephone calls; answers inquiries from the public and/or directs to appropriate department. Reviews and updates client electronic health record (EHR) including demographic and insurance information; verifies income and payor sources. Data enters historical immunization records into the state immunization registry, de-duplicates and merges immunization records, processes immunization records requests. Scans paper files into electronic health records. Interviews clients to determine health coverage as it applies to private and public funded vaccine programs. Informs clients about publicly funded vaccine programs, the sliding fee scale and eligibility requirements. Determines eligibility and communicates eligibility status to clinical staff. Keeps up to date with changes in insurance protocols as it relates to immunizations. Schedules appointments according to CDC recommended vaccine schedules and international traveling recommendations. Makes appointment reminder calls/emails. Responsible for managing waiting list. Calculates client visit fees, collects money and outstanding amounts owed by client and assists with claim preparation. Submits claims to third party billing entities. Balances end-of-day posting report against cash on hand. Reconciles any errors before submitting daily deposit. Takes notes and prepares meeting minutes as directed. Compiles data for reporting requirements for contracts, grants, and general clinic operations. Works as member of a client care team, assisting clinical staff to ensure efficient, accurate scheduling practices and quality client care. Communicates courteously and effectively with clients, families, visitors and staff. Utilizes language translation services for non-English speaking patients. Facilitates client flow so clients are seen in a timely manner. Communicates schedule delays and changes to clients. Drives a County vehicle and transports supplies to off-site locations for conducting immunization clinics. Participates in the development and implementation of the Division’s strategic plan; quality improvement and performance management, workforce development, and accreditation requirements. Participates in the department’s strategic programs across divisions. Works within the incident command structure during emergencies. Performs regular quality assurance checks on scheduling, check-in and check-out processes, insurance eligibility, and immunization data.

    Minimum Qualifications

    · Requires high school graduation or GED.

    · Requires one year of face-to-face customer service experience or working in an office or medical setting.

    · SPECIAL REQUIREMENTS New employees will be asked to volunteer vaccination status for required vaccines upon hire and will be offered assistance during hiring to receive necessary immunizations. Employees who have not received the vaccines required for their positions or who are unwilling to voluntarily provide vaccination status for required vaccines will receive a reasonable accommodation where such accommodation does not require an undue hardship or endanger the health or safety of any person. Requires CPR certification. Requires a current Montana driver’s license.

    Physical/Environmental Demands

    The work requires frequent standing; sitting for lengthy periods of time; occasional light to moderate lifting and carrying of files or clinic supplies (up to 50 lbs.). The employee may risk exposure to communicable diseases. Requires working outside of the normal workday hours.

    Located halfway between Yellowstone and Glacier National Parks and home to the University of Montana, Missoula is an academic center situated in an outdoor enthusiast’s paradise. Depending on the season, you can hike, ski, fish, float rivers, ride mountain bikes, or just sit back and marvel at the surrounding scenery. Join us in scenic, sophisticated, and service-oriented Missoula!Missoula County covers over 2,618 square miles of mountain lands varying in topography and climate from temperate river valleys to snow-capped peaks. Five large valleys and two major rivers wind through this mountainous region.
    Missoula County is large and diverse, featuring everything from the spectacular scenery of Clark Fork River running through town to lush ranches and a growing economy of small business. Skiers, outdoor enthusiasts, wildlife watchers, mothers and fathers, business owners, vacationers, fisherman, retirees, students, and many others have grown to love Missoula County's boundless opportunities.

    Agency

    Missoula County

    Address

    200 W Broadway

    Missoula, Montana, 59802

    Phone

    406-258-4874

    Website

    http://www.missoulacounty.us

    Job Type: Part-time

    Pay: $20.61 per hour

    Expected hours: 32 per week

    Benefits:

    • Dental insurance
    • Employee assistance program
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Parental leave
    • Retirement plan
    • Vision insurance

    Schedule:

    • Monday to Friday

    Ability to Relocate:

    • Missoula, MT: Relocate before starting work (Required)

    Work Location: In person

  • 2 Months Ago

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Client Services Representative
  • NVA
  • Missoula, MT FULL_TIME
  • Description & Requirements We are seeking a Full-Time Client Service Representative at a busy animal hospital whose primary responsibilities include greeting clients as they arrive for appointments, s...
  • 2 Months Ago

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Client Services Representative
  • Ethos Veterinary Health
  • Missoula, MT FULL_TIME
  • Job Description We are seeking a Full-Time Client Service Representative at a busy animal hospital whose primary responsibilities include greeting clients as they arrive for appointments, scheduling a...
  • 2 Months Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Butte, MT OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 26 Days Ago

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Work From Home - Client Services Representative
  • Global Elite Texas
  • Helena, MT OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 1 Day Ago

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Work From Home - Client Services Representative
  • Global Elite Texas
  • Missoula, MT OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 15 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Helena, MT area

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Customer Service Representative - Part-Time
  • Enterprise Holdings
  • Helena, MT
  • Overview: Start your career with Enterprise! Were hiring immediately for a Customer Service Representative at the Helena...
  • 5/9/2024 12:00:00 AM

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A Plus Personal Care Aide
  • Addus HomeCare Corporation
  • Helena, MT
  • New Rates: Earn up to $19.96 per hour to start!! A Plus offers medical benefits and flexible hours. We are hiring now, s...
  • 5/9/2024 12:00:00 AM

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Asphalt Plant Operator
  • CRH
  • Helena, MT
  • Job ID: 494586 Helena Sand & Gravel, a CRH company, is a member of the CRH West Division; Our purpose, commitment to the...
  • 5/9/2024 12:00:00 AM

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Payroll Operations Analyst
  • Facebook
  • Helena, MT
  • Summary: Facebook is seeking a data center Critical Facility Engineer to join our Data Center Facility Operations team. ...
  • 5/9/2024 12:00:00 AM

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CDL-A Truck Driver - Home Daily - Earn Up to $100k/Year + Benefits
  • Sysco
  • Helena, MT
  • Sysco is Hiring Local CDL-A Drivers in Montana! Earn Up to $100,000/Year - Up to a $10,000 Sign-On Bonus* Home Daily - H...
  • 5/9/2024 12:00:00 AM

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Associate Client Manager - Business Insurance
  • Marsh McLennan Agency-Northwest
  • Helena, MT
  • The Job: Marsh McLennan Agencys Business Insurance team is looking for a passionate and people-oriented customer service...
  • 5/6/2024 12:00:00 AM

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Grocery Floor Clerk
  • WinCo Foods
  • Helena, MT
  • About Us: Join us at WinCo Foods, where we're more than just a grocery retailer - we're a growing family of over 140 sup...
  • 5/6/2024 12:00:00 AM

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Customer Service Representative
  • Enterprise Holdings
  • Helena, MT
  • Overview: Start your career with Enterprise! Were hiring immediately for a Customer Service Representative at the Helena...
  • 5/5/2024 12:00:00 AM

Helena (/ˈhɛlɪnə/) is the state capital of the U.S. state of Montana and the county seat of Lewis and Clark County. Helena was founded as a gold camp during the Montana gold rush, and was established in 1864. Over $3.6 billion of gold was extracted in the city limits over a duration of two decades, making it one of the wealthiest cities in the United States by the late nineteenth century. The concentration of wealth contributed to the city's prominent, elaborate Victorian architecture. At the 2010 census Helena's population was 28,190, making it the fifth least populous state capital in the Un...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$41,109 to $52,101
Helena, Montana area prices
were up 3.1% 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