Client Services Representative (Banking), Sr. jobs in Raleigh, NC
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
Client Services Representative
- Primeritus Financial Services Inc
-
Raleigh, NC
FULL_TIME
-
Gather information from clients and places accounts for repossession, operating within the scope of applicable laws and regulations and in a manner that represents professionalism and that does not jeopardize the integrity of the company. Provide updated account information to the lender. Interact with internal and external customers to provide information in response to inquiries about accounts and to handle and resolve account needs.
- Provide essential client services ensuring client expectations are being met in the following areas:
o Redemptiono Releaseo Transportationo Key Services- Provide timely and detailed updated account information to the lender per SLA guidelines.
- Build successful relationships with contractors and clients in order to service accounts.
- Provide written or verbal communications to clients and contractors to:
o Provide updates regarding account status and service levels.o Obtain any necessary documentation or guidance to pursue the collateral/customers.o Notify upon repossession of collateral.- Assist with updates and account management for team.
- Conduct account research when field representatives are unable to locate collateral based on account placement information.
- Forward condition report, personal property inventory form and photos as required to client in a timely manner.
- Serve as point of contact to client, providing any requested services and information.
- Communicate the status of accounts verbally and in writing to clients as necessary.
- Forward account information to field representatives based on territory coverage.
- Forward impound and personal property notice to the proper parties as necessary.
- Other duties, as assigned.
Job Requirements- HS Diploma is required; Associate’s or Bachelor’s degree from an accredited college or university is preferred.
- Must have 3-5 years’ customer service experience; ideal candidates will have prior experience in a call center environment.
- Excellent interpersonal, written, and verbal communication skills.
- Good organizational and time management skills.
- Must be self-motivated and dependable with the ability to use independent judgment along with good organizational and time management skills.
- Proficient in the usage of office equipment including phones, desk top computers, dual computer monitors, and copier/scanner/fax.
- Must have above average skills in MS Office Suite including Word, Outlook, and Excel.
- Must be able to work overtime as needed.
- Prior knowledge or experience with state and federal rules and regulations pertaining to the Consumer Financial Protection Bureau (CFPB), Fair Debt Collections Practices Act (FDCPA), and the Gramm-Leach – Bliley Act (GLBA) is preferred.
Employees will be in an office and will be required to be able to travel to additional office buildings as needed. The position is sedentary and requires sitting for long periods of time while working on a computer or using other office equipment. The employee must occasionally lift or move items up to 30 pounds.Primeritus an Equal Opportunity employer and all qualified applicants will receive consideration to employment without regard to race, color, religion, gender, pregnancy, sexual orientation, national origin, age, or protected veteran or disability status. - 12 Days Ago
Client Services Representative (CSR)
- IntelliChoice Home Care
-
Greenville, NC
FULL_TIME
- Job Title: Client Services Representative (CSR) Branch Location: Winterville Job Location: Greenville Would you enjoy building client-based business relationships? Working in a fast-paced environment?...
- 10 Days Ago
Client Services Representative/Kennel Assistant
- VCA Animal Hospitals
-
Chapel Hill, NC
FULL_TIME
- We are seeking an experienced Client Service Representative/Kennel Assistant to join our team.At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excelle...
- 20 Days Ago
Work From Home - Client Services Representative
- Global Elite Texas
-
Wake Forest, NC
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...
- 12 Days Ago
Sr Client Success Manager
- Storable
-
Raleigh, NC
FULL_TIME
- Sr Client Success Manager We are looking for a Client Success Manager (CSM) who will be responsible for the overall satisfaction, health, advocacy, and retention for a portfolio of 20-30 assigned acco...
- Just Posted
Sr Client Relations Manager
- Greenscape, Inc.
-
Raleigh, NC
FULL_TIME
- Who is Greenscape? We are a family business, locally owned and lead, operating across the Triangle Region of North Carolina. Established in 1979, today we employ over 200 team members in 4 locations, ...
- 1 Month Ago
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0 Client Services Representative (Banking), Sr. jobs found in Raleigh, NC area
Ally Invest - Trading and Client Service Representative - Series 7 & 63
- Ally
-
Raleigh, NC
- **General information** **Ref #** 17145 **Remote?** No **Ally and Your Career** * Ally Financial only succeeds when its ...
- 4/24/2024 12:00:00 AM
Client Service Associate
- Kestra Financial
-
Raleigh, NC
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us ...
- 4/23/2024 12:00:00 AM
Client Service Representative/Technical Sales
- BGSF
-
Raleigh, NC
- About the job At BGSF, our primary goal is to make a difference in people’s lives by connecting the right individuals wi...
- 4/22/2024 12:00:00 AM
Client Service Coordinator
- Kestra Financial
-
Raleigh, NC
- The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent cus...
- 4/22/2024 12:00:00 AM
Client Services Representative
- S&P Global
-
Raleigh, NC
- About the Role: Grade Level (for internal use): 09 The Team: The Issuer Solutions Client Services (ISCS) group supports ...
- 4/21/2024 12:00:00 AM
Client Service Representative/Technical Sales
- Bgsf
-
Raleigh, NC
- About the job At BGSF, our primary goal is to make a difference in peoples lives by connecting the right individuals wit...
- 4/21/2024 12:00:00 AM
Business Liaison
- Greene Resources
-
Raleigh, NC
- Position: Client Service Representative Location: Raleigh, NC Experience: Demonstrated job tenure in one of the followin...
- 4/21/2024 12:00:00 AM
NOW HIRING- Raleigh Area Valet Attendants
- Royal Parking, Inc.
-
Raleigh, NC
- About the Organization Royal Parking valets don't just park cars - they are trained to add to the patron's overall exper...
- 4/20/2024 12:00:00 AM
About Raleigh, North Carolina
According to the United States Census Bureau, Raleigh occupies a total area of 144.0 square miles (373.0 km2), of which 142 square miles (369 km2) is land and 0.97 square miles (2.5 km2), or 0.76%, is covered by water. The Neuse River flows through the northeast end of the city.
Raleigh is located in the northeast central region of North Carolina, where the Piedmont and Atlantic Coastal Plain regions meet. This area is known as the "fall line" because it marks the elevation inland at which waterfalls begin to appear in creeks and rivers. As a result, most of Raleigh features gently rolling hil...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$46,005 to $58,304
Raleigh, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
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