Client Services Representative (Banking), Sr. jobs in Sacramento, CA

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)

S
Representative, Client Services
  • Service Champions Inc
  • Rancho Cordova, CA FULL_TIME
  •  

    Bell Bros. is Northern California’s leading HVAC. Plumbing, Window, and Door company. We have a history of high standards and have built our company on the important ethical practices of honesty and courtesy.

    We have an immediate need for Client Services Representative in our fast-paced call center.

     

    Duties and Responsibilities:

    • Receive high volume of inbound calls
    • Make outbound calls
    • Quickly identify client needs and efficiently provide the best solution
    • Use critical thinking skills to problem solve while using best judgement
    • Express empathy and compassion
    • Self-motivated
    • Effectively summarize and relay information
    • Data entry
    • Work independently

    Skills/Qualifications:

    • Experience in a high volume call center
    • Exceptional phone and interpersonal skills
    • Exceptional verbal and written communication
    • Ability to manage multiple priorities within a fast-paced environment
    • Strong time management skills
    • Type minimum of 45 wpm
    • Ability to sit at a desk majority of shift
    • Proficient in Microsoft Suite
    • Must be willing to undergo a background check and drug screen

    Benefits:

    • 401k with company match
    • Medical, Dental, Vision
    • Life Insurance
    • Paid Vacation
    • Paid Holidays

    Work Conditions:

    • Use standard office equipment, including computer, phone, copier/scanner, etc
    • Ability to work at a computer for long periods of time
    • Project timelines and deadlines may often require more than 40 hours per week
    • Ability to stand, walk, kneel, stoop, crouch, and climb as well as lift, carry, and/or move up to 25lbs
    • Ability to work in a noisy work environment

     

    We are an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristics as outlined by federal, state, or local laws.

     

    This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Bell Bros makes hiring decisions based solely on qualifications, merit, and business needs.



  • 14 Days Ago

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Representative, Client Services
  • Bell Bros
  • Rancho Cordova, CA FULL_TIME
  • Bell Bros. is Northern California’s leading HVAC. Plumbing, Window, and Door company. We have a history of high standards and have built our company on the important ethical practices of honesty and c...
  • 16 Days Ago

B
Representative, Client Services
  • Bell Bros
  • Rancho Cordova, CA FULL_TIME
  • Bell Bros. is Northern California’s leading HVAC. Plumbing, Window, and Door company. We have a history of high standards and have built our company on the important ethical practices of honesty and c...
  • 16 Days Ago

H
Client Services Counselor - I
  • Health and Human Services
  • Meadow Vista, CA FULL_TIME
  • POSITION INFORMATION Placer County is currently hiring for temporary/extra help** Client Services Counselor - I positions. This is a bachelor's degree, entry-level position in the Department of Health...
  • 5 Days Ago

M
Client Coordinator
  • Maxim Healthcare Services
  • Sacramento, CA FULL_TIME
  • The Client Coordinator works with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules. The Client Coordinator understands the needs, requirements, a...
  • Just Posted

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Financial Institutions Tax Services (Banking) | Staff
  • Crowe
  • Sacramento, CA FULL_TIME
  • Your Journey at Crowe Starts Here: At Crowe, you have the opportunity to deliver innovative solutions to today’s complex business issues. Crowe’s accounting, consulting, and technology personnel are w...
  • 23 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Sacramento, CA area

V
Client Service Representative (Receptionist)
  • VCA Antech, Inc.
  • Loomis, CA
  • We are seeking an experienced Client Service Representative to join our team at VCA Loomis Basin Veterinary Clinic. At V...
  • 4/26/2024 12:00:00 AM

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Client Service Representative (Receptionist)
  • VCA Animal Hospitals, Inc.
  • Loomis, CA
  • We are seeking an experienced Client Service Representative to join our team at VCA Loomis Basin Veterinary Clinic. At V...
  • 4/26/2024 12:00:00 AM

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Branch Operations Specialist OR Branch Operations Officer
  • Poppy Bank
  • Folsom, CA
  • Job Type Full-time Description This posting is a recruitment for either a Branch Operations Specialist or a Branch Opera...
  • 4/26/2024 12:00:00 AM

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Client Service Representative
  • Eastlouisvilleanimalhospital
  • Fairfield, CA
  • Create change in the veterinary community Are you passionate about improving the lives of all people and pets? So are we...
  • 4/24/2024 12:00:00 AM

A
Client Service Representative - Healdsburg Office
  • American River Bank
  • Sacramento, CA
  • ** JOB POSITION POSTING Client Service Representative - Healdsburg Office** **Opening:** Part-time position (32 hours pe...
  • 4/24/2024 12:00:00 AM

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Client Service Representative (2022-3357)
  • Cox Communications
  • Sacramento, CA
  • **Client Service Representative (2022-3357)** CAROUSEL_PARAGRAPH * Sacramento, California * Administrative / Clerical * ...
  • 4/24/2024 12:00:00 AM

E
Client Service Representative - Relief
  • Eastlouisvilleanimalhospital
  • Fairfield, CA
  • Create change in the veterinary community Are you passionate about improving the lives of all people and pets? So are we...
  • 4/23/2024 12:00:00 AM

U
NETWORK & TELECOM CLIENT SERVICE REPRESENTATIVE (COMM AND NETWORK TCHL ANL 2)
  • University of California, Davis
  • Davis, CA
  • **Job Description** | Job Title NETWORK & TELECOM CLIENT SERVICE REPRESENTATIVE (COMM AND NETWORK TCHL ANL 2) Job ID 292...
  • 4/23/2024 12:00:00 AM

Sacramento (/ˌsækrəˈmɛntoʊ/ SAK-rə-MEN-toh; Spanish: [sakɾaˈmento]) is the capital city of the U.S. state of California and the seat of Sacramento County. Located at the confluence of the Sacramento River and the American River in Northern California's Sacramento Valley, Sacramento's estimated 2018 population of 501,334 makes it the sixth-largest city in California and the ninth largest capital in the United States. Sacramento is the seat of the California Assembly, the Governor of California, and Supreme Court of California, making it the state's political center and a hub for lobbying and th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$51,006 to $64,643
Sacramento, California area prices
were up 2.5% 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