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)
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:
REQUIRED KNOWLEDGE, SKILLS, & ABILITIES:
RESPONSIBILITIES:
BENEFITS & COMPENSATION:
0 Client Services Representative (Banking), Sr. jobs found in Provo, UT area