Client Services Representative (Banking), Sr. jobs in Philadelphia, PA

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)

Recently Added Client Services Representative (Banking), Sr. jobs

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Lead Client Services Representative
  • Canon Solutions America, Inc.
  • Philadelphia, PA OTHER

  • About the Role

    Responsible for specific functions as a Lead or single person on site. Activities include organization, scheduling assignments for staff, and managing the daily work flow. Oversees the generation of daily and monthly departmental reports; supervises the processing of external vendor billing. Maintains and promotes positive customer relationships. Performs daily key operator and/or convenience care functions. Requires effective knowledge and use of all established policies, procedures, tools, and equipment. Maintains and promotes positive customer relationships.

    Your Impact

    Production and Workflow - Monitors and ensures compliance with established workflow processes and procedures. - Receives and reviews customer requests to ensure that they fully describe customer requirements and processing specifications. - Ensures quality control of shift work (perform physical check of work, check against customer requests, check quality and consistency of processing). Equipment Knowledge and Care - Establishes a working familiarity with equipment capabilities; maintains all equipment to manufacturer's specifications. - Keeps abreast of technical knowledge and skills of hardware and software through consultation, class instruction, manuals, self-training and exchange of information. Administration and Reporting - Performs data entry. - Supervises supply inventory and record keeping. - Ensures site records such as logbooks, time sheets and other reporting devices are properly used and maintained by the staff. Results Expected - Responsible for overall health of the account, including organization, scheduling assignments for staff, and managing the daily work flow. Oversee the generation of daily and monthly departmental reports; supervise the processing of external vendor billing.

    About You: The Skills & Expertise You Bring

    Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19.    Associates degree or equivalent experience required, plus 6 or more years of related experience. - Strong customer service and communication skills are required. - Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary). - Must be able to lift up to 50lbs.  

    Company Overview

    About our Company - Canon Solutions America, Inc. empowers companies of all sizes to succeed by supplying market leading enterprise, production, and large format printing solutions, supported by exceptional professional service offerings. With unwavering dedication to promote professional innovation, Canon Solutions America, Inc. helps drive sustainability, nurture efficiency, and regulate costs through the unification of comprehensive digital and traditional printing and document management solutions. As a wholly owned subsidiary of Canon U.S.A., Canon Solutions America, Inc. is headquartered in Melville, NY and has sales and service locations across the U.S. Our parent company, Canon Inc. (NYSE: CAJ), which earned approximately $30.4 billion in global revenue in 2020, ranks third overall in U.S. patents granted in 2020 and was named one of Fortune Magazine’s World’s Most Admired Companies in 2020. Canon Solutions America offers a competitive compensation package including, for eligible positions, medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://www.usa.canon.com/about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers’ site csa.canon.com/careers, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at csa.canon.com/careers. #CSA

    Posting Tags

    #PM20 #LI-FK1 #LI-ONSITE
  • 11 Days Ago
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Veterinary Client Services Representative
  • County Line Veterinary Hospital
  • Chalfont, PA FULL_TIME
  • Job description Veterinary Client Services Representative Job Description We are currently in need of FT veterinary client services representatives for our ever-growing veterinary hospitals located in...
  • 16 Days Ago
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Veterinary Client Services Representative
  • County Line Veterinary Hospital
  • Hatboro, PA OTHER
  • Job description Veterinary Client Services Representative Job Description We are currently in need of FT veterinary client services representatives for our ever-growing veterinary hospitals located in...
  • 4 Days Ago
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Client Services Representative
  • Benefit Allocation Systems, LLC
  • Philadelphia, PA FULL_TIME
  • Client Services Representative – Full-TimeAre you currently working as a customer services representative, have you recently graduated from college and want to get into the employee benefits field, or...
  • 8 Days Ago
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Client Services Representative
  • Benefit Allocation Systems, LLC
  • Philadelphia, PA FULL_TIME
  • Client Services Representative – Full-TimeAre you currently working as a customer services representative, have you recently graduated from college and want to get into the employee benefits field, or...
  • 8 Days Ago
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Client Services Representative - EST
  • Genex
  • Wayne, PA FULL_TIME
  • Genex Service LLCClient Services Representative - ESTUS--RemoteJob ID: 24-16703Type: Regular Full-Time# of Openings: 1Category: Customer Service & SupportMitchell International, Inc.OverviewThe Enlyte...
  • 19 Days Ago
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0 Client Services Representative (Banking), Sr. jobs found in Philadelphia, PA area

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Client Service Representative
  • Art City Vets
  • Philadelphia, PA
  • Job Description Job Description Client Service Representative Job Type Full-time/ Hourly Comprehensive benefits package,...
  • 4/19/2024 12:00:00 AM
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Client Service Associate
  • RPI Philadelphia
  • Philadelphia, PA
  • Staying consistent and competitive through the pandemic has established itself as one of the most reputable customer ser...
  • 4/19/2024 12:00:00 AM
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Client Service Representative
  • VCA Antech, Inc.
  • Morrisville, PA
  • We are seeking an experienced Client Service Representative to join our team. At VCA Animal Healing Center, we take our ...
  • 4/19/2024 12:00:00 AM
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Client Service Representative
  • Pinnacle Acquisitions
  • Malvern, PA
  • Job Description Job Description Pinnacle Acquisitions, Inc. is currently looking for recent graduates, candidates with i...
  • 4/18/2024 12:00:00 AM
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Client Service Representative
  • EPM
  • Chester, PA
  • Job Description Job Description Why Work Here? We are looking for a self-motivated and energetic experienced customer se...
  • 4/16/2024 12:00:00 AM
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Client Services Associate
  • Atlantic Group
  • Mount Laurel, NJ
  • Get ready to take that next step in your Client Financial Services career. Were looking for someone ready to use their h...
  • 4/16/2024 12:00:00 AM
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Client Services Associate
  • Atlantic Group
  • Mount Laurel, NJ
  • Get ready to take that next step in your Client Financial Services career. We’re looking for someone ready to use their ...
  • 4/16/2024 12:00:00 AM
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Client Service Representative
  • Conchester Animal Hospital
  • Marcus Hook, PA
  • Job Description Job Description Conchester Animal Hospital is seeking a Veterinary Receptionist - CSR Representative to ...
  • 4/15/2024 12:00:00 AM
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About Philadelphia, Pennsylvania

Philadelphia, sometimes known colloquially as Philly, is the largest city in the U.S. state and Commonwealth of Pennsylvania, and the sixth-most populous U.S. city, with a 2017 census-estimated population of 1,580,863. Since 1854, the city has been coterminous with Philadelphia County, the most populous county in Pennsylvania and the urban core of the eighth-largest U.S. metropolitan statistical area, with over 6 million residents as of 2017[update]. Philadelphia is also the economic and cultural anchor of the greater Delaware Valley, located along the lower Delaware and Schuylkill Rivers, wit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$49,827 to $63,148
Philadelphia, Pennsylvania area prices
were up 1.0% from a year ago
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What does a Client Services Representative (Banking), Sr. do?

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