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)
The Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Sr. Financial Services Representative educates clients on the features and benefits of bank products and services, works to help identify their needs, when appropriate refers clients to other team members within the bank. Attends training and demonstrates a strong knowledge of policies and procedures to ensure compliance with the laws and regulations governing financial institutions; including Bank Secrecy Act (BSA), Anti Money Laundering (AML) legislation, Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security, Bank Protection Act and various other regulations.
RESPONSIBILITIES
QUALIFICATIONS
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $20.67/hr. to $31.01/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% - 20% of the base salary offered, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html
#LI-Onsite
#LI-FG1
Clear All
0 Client Services Representative (Banking), Sr. jobs found in Santa Maria, CA area