Client Services Representative (Banking), Sr. jobs in Provo, UT

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
  • Rocky Mountain Reserve
  • Provo, UT FULL_TIME
  • At Rocky Mountain Reserve our Client Services Team is the backbone of our company! You would play an integral role in the success and growth of our company and the retention and reputation of our company to our clients. As a Client Services Representative you will be responsible for assisting participants via inbound calls with their benefits account such as FSA, HSA, or COBRA insurance. 

    We are an inbound customer service team with no sales involved. We focus on assisting and problem solving for participants. We are looking for reps who display great communication skills and have a positive, goal-oriented attitude to join our team. We want someone who is willing to go above and beyond for our participants and help to provide them with solutions and answers. 

    We are open from 8:00am-5:00pm Monday through Friday. Closed on major holidays and all weekends. 

    This is an in person position 

    *NOT REMOTE*  

    Paid Training is provided. 

    WE OFFER: 

    • Flexible Schedule and Time Off
    • Full Time and Part Time Positions
    • Excellent Income Potential 
    • Bonuses/Incentives
    • On-Site Gym Access
    • Monthly Snacks In Office
    • Paid Sick Leave
    • Management Training
    • Opportunity for Growth
    • Great Office Culture and Environment

    REQUIRED KNOWLEDGE, SKILLS, & ABILITIES:

    • Customer Service Experience (preferred)
    • Have a strong understanding of the importance of Customer Service and how to be effective at it.
    • Must be at least 18 years of age
    • Bring a positive attitude to work with you
    • Comply with federal and state HIPAA laws as well as company policies and procedures
    • Quick to learn new computer environments, and able to easily navigate multiple software systems. 
    • Excellent verbal communication skills, and are an amazing listener

    RESPONSIBILITIES: 

    • Answer and assist inbound calls
    • Respond and communicate with participants via email, phone, and live chat.
    • Provide exceptional customer service in a professional manner
    • Collaborate with coworkers to solve problems and assist participants
    • Communicate with Management in a timely and professional manner

    BENEFITS & COMPENSATION:

    • $14/hr 
    • Additional $0.50/hr for Spanish Language
  • 15 Days Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Provo, UT 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...
  • Just Posted

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Client Services Agent - UT
  • RISE INC FAMILY
  • Orem, UT OTHER
  • Job Details Job Location: Acumen Orem, UT - Orem, UT Position Type: Full Time Education Level: High School Salary Range: Undisclosed Travel Percentage: Limited or Occasional Job Shift: Any Job Categor...
  • 14 Days Ago

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Client Services Agent
  • Acumen LLC
  • Orem, UT FULL_TIME
  • ABOUT THE COMPANY Acumen, Inc. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. We assist people who c...
  • 1 Month Ago

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Construction Project Manager
  • SR Mechanical
  • Salina, UT FULL_TIME
  • Plumbing & Heating CompanyThe PM is responsible for the daily management, coordination and oversight of construction projects including successful project planning, execution, and closure. The PM plan...
  • 2 Days Ago

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Construction Admin Assistant / Coordinator
  • SR Mechanical
  • Salina, UT FULL_TIME
  • Responsible for directly supporting the Project Managers and Service Manager by processing paperwork and maintaining files. Responsibilities Assists Project/Service Managers with basic project corresp...
  • 3 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Provo, UT area

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Retail Support Teller (20 Hour) - Salt Lake City
  • Zions Bank
  • Salt Lake City, UT
  • ** Retail Support Teller (20 Hour) - Salt Lake City** **** New Zions Bank recognizes that its strength comes from the de...
  • 3/28/2024 12:00:00 AM

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Customer Experience Specialist
  • Serenity Healthcare
  • Provo, UT
  • Customer Experience Specialist Onsite Provo, UT Learn how healthcare should be delivered help people build a career no h...
  • 3/28/2024 12:00:00 AM

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Customer Service Representative
  • Everlight Solar
  • Salt Lake City, UT
  • **Customer Service Representative** * Salt Lake City, UT - Remote OK * Full-Time Everlight Solar is seeking a highly ene...
  • 3/27/2024 12:00:00 AM

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Veterinary Receptionist
  • VCA Antech, Inc.
  • Salt Lake City, UT
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Anima...
  • 3/27/2024 12:00:00 AM

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Patient Access Coordinator - Onsite St. Mark's
  • Centauri Health Solutions
  • Salt Lake City, UT
  • Centauri Health Solutions provides technology and technology-enabled services to payors and providers across all healthc...
  • 3/27/2024 12:00:00 AM

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Retail Support Teller (40 Hour) - Salt Lake City
  • Zions Bank
  • Salt Lake City, UT
  • ** Retail Support Teller (40 Hour) - Salt Lake City** **** New Zions Bank recognizes that its strength comes from the de...
  • 3/27/2024 12:00:00 AM

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Veterinary Receptionist
  • VCA Animal Hospitals, Inc.
  • West Jordan, UT
  • Client Service Representative. We are seeking a Client Service Representative to join our team. At VCA Animal Hospitals,...
  • 3/26/2024 12:00:00 AM

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Client Service Representative/Public Relations Representative
  • North American Recovery
  • West Valley City, UT
  • Job Description Job Description North American Recovery, Utah's premier collection agency, has established an impeccable...
  • 3/24/2024 12:00:00 AM

Provo /ˈproʊvoʊ/ is the third-largest city in Utah, United States. It is 43 miles (69 km) south of Salt Lake City along the Wasatch Front. Provo is the largest city and county seat of Utah County. Provo lies in the Utah Valley at an elevation of 4,549 feet (1,387 m). According to the United States Census Bureau, the city has a total area of 44.2 square miles (114.4 km2), of which 41.7 square miles (107.9 km2) is land and 2.5 square miles (6.5 km2), or 5.66%, is water. The Wasatch Range contains many peaks within Utah County along the east side of the Wasatch Front. One of these peaks, known as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$43,255 to $54,821
Provo, Utah area prices
were up 2.3% 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