Client Services Representative (Banking), Sr. jobs in Indianapolis, 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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Indianapolis - Client Banking Services Professional
  • Charles Schwab Inc.
  • Indianapolis, IN FULL_TIME
  • 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 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

    #LI-MG3

  • 21 Days Ago

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Indianapolis - Client Banking Services Professional
  • JobRapido
  • indianapolis, IN 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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Indianapolis - Client Banking Services Professional
  • JobRapido
  • boggstown, IN 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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Indianapolis - Client Banking Services Professional
  • JobRapido
  • brownsburg, IN 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 Analyst Sr
  • Baker Hill Solutions
  • Carmel, IN FULL_TIME
  • The Purpose of the Client Services Analyst Senior is to actively work with and support clients, vendors, and Baker Hill staff to provide ongoing data analysis, manage research projects and ensure clie...
  • 11 Days Ago

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Client Services Representative
  • Ace Handyman Services North Indianapolis
  • Indianapolis, IN PART_TIME
  • Benefits: Flexible schedule We are a national leader in the home improvement and home repair services industry by designing our business around the needs of our customers. We welcome candidates that a...
  • 1 Month Ago

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

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Travel CT Technologist - $2,459 per week
  • TRS Healthcare
  • Indianapolis, IN
  • Ardor Health Solutions is seeking a travel CT Technologist for a travel job in Indianapolis, Indiana. Job Description & ...
  • 3/28/2024 12:00:00 AM

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Client Services Representative
  • Pierre Strand
  • Indianapolis, IN
  • Are you looking for your next exciting career move in client services? Are you driven, self-motivated, and an excellent ...
  • 3/27/2024 12:00:00 AM

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Client Service Representative - Stop 11
  • Noahshospitals
  • Indianapolis, IN
  • **Client Service Representative - Stop 11** Indianapolis, IN Client Service Client Service **Client Service Representati...
  • 3/27/2024 12:00:00 AM

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Pharmacy Customer Associate - BioPlus Specialty Pharmacy
  • Elevance Health
  • Indianapolis, IN
  • Description BioPlus Specialty Pharmacy is now part of CarelonRx (formerly IngenioRx), and a proud member of the Elevance...
  • 3/27/2024 12:00:00 AM

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Client Service Associate
  • COGENCY GLOBAL INC.
  • Indianapolis, IN
  • Job Description Job Description Client Service Associate Indianapolis, IN Full Time M-F 9:00 AM – 5:00 PM Summary: We ar...
  • 3/26/2024 12:00:00 AM

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Senior Client Services Associate
  • TalentWealth
  • Indianapolis, IN
  • At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals ...
  • 3/24/2024 12:00:00 AM

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Client Service Representative - All Pet Starting at $14 to $20/ Hour
  • Noah's Animal Hospitals
  • Indianapolis, IN
  • Client Service Representative Facility: All Pet Health Care by Noah's Schedule: Full Time - Shifts Vary About the Positi...
  • 3/24/2024 12:00:00 AM

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Travel CVOR Technologist - $1,715 per week
  • TRS Healthcare
  • Indianapolis, IN
  • Ardor Health Solutions is seeking a travel CVOR Technologist for a travel job in Indianapolis, Indiana. Job Description ...
  • 3/24/2024 12:00:00 AM

Indianapolis is in the East North Central region of the Midwestern United States, in central Indiana. According to the U.S. Census Bureau, the Indianapolis (balance) encompasses a total area of 368.2 square miles (954 km2), of which 361.5 square miles (936 km2) is land and 6.7 square miles (17 km2) is water. The consolidated city boundaries are coterminous with Marion County, with the exception of the autonomous municipalities of Beech Grove, Lawrence, Southport, and Speedway. Indianapolis is the 16th largest city by land area in the U.S. Indianapolis is within the Tipton Till Plain, a flat to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$45,772 to $58,011
Indianapolis, 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