Client Services Representative (Banking), Sr. jobs in Richmond, VA

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)

N
Client Services Representative
  • NVA
  • Ashland, VA FULL_TIME
  • Description & Requirements

    Overview

    The Client Service Specialist’s (Receptionist’s) main responsibility is to provide exceptional client service while maintaining a smooth and efficient flow of clients and patients through the animal hospital. More specifically, the Client Service Specialist is responsible for greeting clients, determining the needs of the clients and patients, and completing the check-in and check-out process. The position requires a practical knowledge of the clinic’s procedures and policies. The Receptionist is expected to perform the office duties related to patient care and treatment and to assist the Hospital Manager and doctors as needed.

    This is a full time (and sometimes, part time) position; scheduled days and hours may vary based on hospital need. Weekend work is possible.

    General Knowledge and Tasks

    ·         Professionally receives incoming calls on the telephone, using prescribed telephone techniques. Uses service excellence to address needs of perspective clients.

    ·         Schedules client appointments and addresses client questions including calling clients back.

    ·         Pulls up client/patient Clipboards (charts) to collect information to make necessary updates, including the client or patient information.

    ·         Follows established policy and procedures in scheduling clients for prompt treatment of ill and/or injured patients, as well as proper scheduling or patients in need of vaccinations, rechecks, surgeries, in hospital procedures, and other services that require the doctors and technician’s time.

    ·         Contacts clients with scheduled outpatient or pre-surgery appointments to remind them of the time and appointment requirements (stool samples, withholding of food/water, etc)

    ·         Maintains appearance and cleanliness of the waiting room and reception area, including restocking of products, office supplies, client education materials, hospital brochures, bulletin boards, etc.

    ·         Demonstrates basic emergency procedures and can give proper information on transporting the patient to the hospital. Responsible for advising hospital staff about incoming emergencies.

    ·         Demonstrates a full working knowledge of Cornerstone procedures and functional applications

    Client Service

    ·         Greets clients with a cheerful and professional attitude and makes them feel welcome during their entire time in the clinic. This includes assisting them in a timely manner and ensuring that someone is in contact with the client from arrival to departure.

    ·         Completes client check-ins and check outs, preparing all required forms such as Day Visit Forms, Yearly Vaccination Forms, Boarding Consent Forms, Euthansia Forms, Surgery Forms, etc.

    ·         Schedules follow-up exams as directed by the doctor

    ·         Assists emotional and/or grieving clients by escorting them to a private area. Demonstrates empathy for client’s companion animal. Uses a variety of techniques to reassure distressed pet owners.

    ·         Invoices clients, collects fees, makes change, obtains authorizations for credit charges, following the credit policies of the hospital. Also counsels clients as to payment options, and helps clients to fill out any necessary paperwork such as Care Credit applications

    ·         Educations clients on products and services and responds to routine medical care questions (vaccination schedules for puppies and kittens, worming, or flea treatment, etc) in person or over the phone.

    ·         Follows up with clients via phone after a patient visit/surgery or to schedule a doctor recommended treatment (this responsibility can be shared with support staff / DVM)

    ·         Prepares and sends welcome letters, referral and thank you letters, condolences/sympathy cards and any other correspondence for the doctors and/or Hospital Manager

    ·         Prepares client education and brochures and is responsible for making sure that all are prepared and in stock, and ready for immediate distribution to clients (Care Credit brochures, etc)

    Operational

    ·         Follows time clock procedures for clocking in and out at the start and end of the shift and reports to work on the time for each shift

    ·         Ensures the front office is clean and tidy, maintaining a professional appearance at all times

    ·         Makes overdue reminder calls to clients / Checks AllyDVM daily / Responds to Emails in a timely manner.

    ·         Onboarding – can onboard new employees as they are hired. This includes Phase 1 through 3 of training.

    Financial

    ·         Provides cost estimates and prepares client invoices for posting while informing clients of outstanding balances

    ·         Closes out and records credit card receipts daily

    ·         Prints daily deposit report at the end of each shift

    ·         Balances out cash drawer at completion of day’s business, prepares bank deposits, runs end of day in Cornerstone and places all together in sealed envelope with initials.

    Medical

    ·         Knowledge of medical terms and pharmaceutical names

    ·         Performs over the counter sales, food, special diets, shampoos, flea and tick control product, heartworm, etc. Demonstrates a technical knowledge of products and is capable of assisting clients with their product needs including medical products such as microchips

    ·         Knowledge of patient breeds and temperaments

    ·         Assists in filling prescriptions with appropriate medication (with approval from technician or DVM), providing routine instructions to owners on proper administration of the medication

    ·         Assists in the Exam Room when necessary. It may be necessary for this position to assume the assistant’s responsibilities in his/her absence, therefore you must be familiar with many of the duties of this position.

    ·         Conveys the clinic message related to Quality Patient Care and helps educate the client with non-medical patient care.

  • 2 Days Ago

V
Receptionist/ Client Services Representative
  • VCA Animal Hospitals
  • Quinton, VA FULL_TIME
  • VCA New Kent Animal Hospital is looking for an energetic, supportive, and team-oriented customer service representative to join our team! We are hiring for a full-time position, but willing to negotia...
  • 10 Days Ago

E
Client Services Representative
  • Ethos Veterinary Health
  • Ashland, VA FULL_TIME
  • Job Description Overview The Client Service Specialist’s (Receptionist’s) main responsibility is to provide exceptional client service while maintaining a smooth and efficient flow of clients and pati...
  • 11 Days Ago

A
Undergraduate Internship - Engineering/Manufacturing
  • Altria Client Services
  • Richmond, VA INTERN
  • Overview This is no small job – It’s a big opportunity At Altria, we offer Internship programs in Engineering or Manufacturing! As an Intern you’ll have the opportunity to help Altria shape the future...
  • 22 Days Ago

A
Undergraduate Intern - Finance
  • Altria Client Services
  • Richmond, VA INTERN
  • Overview As a Finance/Accounting Intern you’ll have the chance to help Altria shape the future and deliver winning results in an exciting and dynamic time. During our 12-week, paid summer program, you...
  • 24 Days Ago

A
Inventory Control Assistant Intern
  • Altria Client Services
  • Richmond, VA INTERN
  • Overview Overview: This internship program is for participants from The VCU Rehabilitation Research and Training Center. Altria is currently seeking interns to join our Company in a 15-week Program, J...
  • 14 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Client Services Representative (Banking), Sr. jobs found in Richmond, VA area

P
Travel Nurse RN - Cardiac PCU - Progressive Care Unit - $2,080 per week
  • PRN Healthcare
  • Richmond, VA
  • Ardor Health Solutions is seeking a travel nurse RN Cardiac PCU - Progressive Care Unit for a travel nursing job in Rich...
  • 3/28/2024 12:00:00 AM

T
Travel Radiology Technician - $1,958 per week
  • TRS Healthcare
  • Richmond, VA
  • Ardor Health Solutions is seeking a travel Radiology Technician for a travel job in Richmond, Virginia. Job Description ...
  • 3/28/2024 12:00:00 AM

P
Travel Nurse RN - Med Surg - $1,909 per week
  • PRN Healthcare
  • Richmond, VA
  • Ardor Health Solutions is seeking a travel nurse RN Med Surg for a travel nursing job in Richmond, Virginia. Job Descrip...
  • 3/28/2024 12:00:00 AM

P
Travel Nurse RN - Trauma ICU - $1,909 per week
  • PRN Healthcare
  • Richmond, VA
  • Ardor Health Solutions is seeking a travel nurse RN Trauma ICU for a travel nursing job in Richmond, Virginia. Job Descr...
  • 3/28/2024 12:00:00 AM

T
Travel Surgical Technologist - $1,836 per week
  • TRS Healthcare
  • Richmond, VA
  • Ardor Health Solutions is seeking a travel Surgical Technologist for a travel job in Richmond, Virginia. Job Description...
  • 3/28/2024 12:00:00 AM

T
Travel Interventional Radiology Technologist - $2,704 per week
  • TRS Healthcare
  • Richmond, VA
  • Ardor Health Solutions is seeking a travel Interventional Radiology Technologist for a travel job in Richmond, Virginia....
  • 3/28/2024 12:00:00 AM

P
Travel Nurse RN - PCU - Progressive Care Unit - $2,080 per week
  • PRN Healthcare
  • Richmond, VA
  • Ardor Health Solutions is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Richmond, Vi...
  • 3/26/2024 12:00:00 AM

T
Travel CT Technologist - $2,235 per week
  • TRS Healthcare
  • Richmond, VA
  • Ardor Health Solutions is seeking a travel CT Technologist for a travel job in Richmond, Virginia. Job Description & Req...
  • 3/25/2024 12:00:00 AM

Richmond (/ˈrɪtʃmənd/) is the capital of the Commonwealth of Virginia in the United States. It is the center of the Richmond Metropolitan Statistical Area (MSA) and the Greater Richmond Region. Richmond was incorporated in 1742 and has been an independent city since 1871. As of the 2010 census, the city's population was 204,214; in 2016, the population was estimated to be 223,170, making Richmond the fourth-most populous city in Virginia. The Richmond Metropolitan Area has a population of 1,260,029, the third-most populous metro in the state. Richmond is located at the fall line of the James R...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$46,468 to $58,893
Richmond, Virginia 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