Client Services Representative (Banking), Sr. jobs in Lafayette, LA

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 Agent - LA
  • Acumen Llc
  • Lafayette, LA FULL_TIME
  • ABOUT THE COMPANY

    Acumen, LLC. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, generous paid time off, and incentive bonuses to those who qualify.

    OVERVIEW AND ESSENTIAL JOB FUNCTIONS

    Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy. This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators.

    • Support clients (employers and employees) during their enrollment process
    • Process related paperwork and manage electronic communication
    • Accurate data entry using several databases simultaneously while meeting deadlines
    • Establish, foster and grow relationships with clients and program contacts including third party organizations
    • Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders
    • Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen
    • Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes
    • Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes
    • Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations
    • Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion
    • Manage a fluctuating volume of calls and emails
    • Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments
    • Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve
    • Perform other work related duties as assigned
    • ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act

    MINIMUM QUALIFICATIONS

    • At least one year of experience with data entry (manual keying in of information into databases)
    • Works well independently with limited supervision
    • Works as a self-starter with effective communication skills
    • Ability to work in a fast paced environment
    • Prior experience in customer service and/or client relations
    • Ability to handle fluctuating inbound and outbound call volume
    • Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays
    • Experience working with multiple applications simultaneously
    • Ability to prioritize and handle competing requests successfully
    • Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs
    • Patience, perseverance, and follow through mentality
    • Ability to communicate both orally and in writing in a professional manner
    • Attention to detail and critical thinking skills
    • The ability to handle responsibility with limited supervision
    • High standard of integrity
    • Ability to use basic math skills
    • Demonstrates excellent organizational skills, time management, and task orientation
    • Good interpersonal communication skills
    • Ability to handle and accommodate complex clients
    • Must be able to plan for and meet multiple deadlines
    • High school diploma or equivalent with some college preferred (or equivalent work experience)

    PREFERRED QUALIFICATIONS

    • Willingness to obtain certain state required certifications
    • Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight
    • Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program)
    • Able to provide a secure remote workspace with high speed internet when applicable

    Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

    If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below:

    (a) Dedicated fax 866-268-8885
    (b) Dedicated email hrdept@riseservicesinc.org DISABILITY ACCOMMODATION REQUESTS ONLY
    (c) US mail - 4554 E Inverness Ave Mesa, AZ 85206- Attn Human Resources
    (d) Dedicated phone 1-866-242-2714 Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY

  • 3 Days Ago

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Retail Client Merchandising Representative – FT
  • CROSSMARK
  • Lafayette, LA FULL_TIME
  • Job Posting The Retail Client Merchandising Representative plays a vital role in promoting nationally distributed products. This individual is responsible for strategically executing business plans fo...
  • 15 Days Ago

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Retail Print and Client Services Supervisor - Key Carrier
  • Office Depot
  • Lafayette, LA FULL_TIME
  • OverviewAt Office Depot and Office Max, every leader is responsible for growing total sales and services within the location. The Print and Client Services Supervisor is a full-time role and the perso...
  • 5 Days Ago

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Retail Print and Client Services Supervisor - Key Carrier
  • Office Depot General
  • Lafayette, LA FULL_TIME
  • Overview At Office Depot and Office Max, every leader is responsible for growing total sales and services within the location. The Print and Client Services Supervisor is a full-time role and the pers...
  • 18 Days Ago

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SR DIRECTOR OF DINING SERVICES- LAFAYETTE, LA
  • Compass Group
  • Lafayette, LA FULL_TIME
  • Morrison Healthcare Salary: D.O.E.Other Forms of Compensation: BONUS Morrison Healthcare is a leading national food and nutrition services company exclusively dedicated to serving more than 600 hospit...
  • 3 Days Ago

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SR DIRECTOR OF DINING SERVICES- LAFAYETTE, LA
  • Compass Group Careers
  • Lafayette, LA FULL_TIME
  • Morrison Healthcare Salary: D.O.E.Other Forms of Compensation: BONUS Morrison Healthcare is a leading national food and nutrition services company exclusively dedicated to serving more than 600 hospit...
  • 5 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Lafayette, LA area

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Work From Home - Customer Support Specialist>
  • Paradigm
  • Lafayette, LA
  • [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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Final Expense Agents Needed
  • NORTH AMERICAN SENIOR BENEFITS
  • Lafayette, LA
  • Job Description Job Description We are an honest Final Expense Group, and we are looking to hire a couple of Final Expen...
  • 3/29/2024 12:00:00 AM

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Patient Access Rep - Full-time - OLG University Hospital/Clinics - Speech Therapy
  • Ochsner Health
  • Lafayette, LA
  • We've made a lot of progress since opening the doors in 1942, but one thing has never changed - our commitment to serve,...
  • 3/29/2024 12:00:00 AM

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Patient Access Representative, Adult Primary Care Clinic
  • Franciscan Missionaries of Our Lady Health System
  • Lafayette, LA
  • Job Description What Makes Us Different? With Our Lady of Lourdes, we offer career opportunities for people who have a c...
  • 3/28/2024 12:00:00 AM

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Patient Access Rep - OUHC Ambulatory Float Pool - Full Time
  • Ochsner Health System
  • Lafayette, LA
  • We've made a lot of progress since opening the doors in 1942, but one thing has never changed - our commitment to serve,...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep - O'Neal Steel / Lafayette, LA
  • O'Neal Steel LLC
  • Lafayette, LA
  • ** Customer Service Rep - O'Neal Steel / Lafayette, LA** **Job Category****:** Sales **Requisition Number****:** CUSTO03...
  • 3/28/2024 12:00:00 AM

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Call Center Database Coordinator
  • Amplifon
  • Lafayette, LA
  • The Scheduling and Database Coordinator plays an integral part in day to day operations by ensuring that appointments ar...
  • 3/27/2024 12:00:00 AM

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Patient Services Representative
  • Cardiovascular Institute of the South
  • Lafayette, LA
  • Nature of Duties: Performs a variety of medical office duties ranging from patient check-in/out, appointment scheduling,...
  • 3/27/2024 12:00:00 AM

Lafayette is located at 30°13′N 92°2′W / 30.217°N 92.033°W / 30.217; -92.033 (30.2139, −92.0294) and has an elevation of 36 feet (11.0 m). According to the United States Census Bureau, the city has a total area of 49.2 square miles (127 km2), of which 49.1 square miles (127 km2) is land and 0.1 square miles (0.26 km2) (0.19%) is water. Lafayette is located on the West Gulf Coastal Plain. The site was part of the seabed during the earlier Quaternary Period. During this time, the Mississippi River cut a 325-foot-deep (99 m) valley between what is now Lafayette and Baton Rouge. This valley was...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$42,891 to $54,360
Lafayette, Louisiana area prices
were up 1.2% 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