Client Services Representative (Banking), Sr. jobs in Santa Rosa, 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)

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Representative, Client Services
  • Moore Home Services
  • Santa Rosa, CA FULL_TIME
  • Moore Home Services. 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.


    #CGNW

  • 13 Days Ago

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Representative, Client Services
  • Service Champions Inc
  • Santa Rosa, CA FULL_TIME
  • Moore Home Services. 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 hon...
  • 13 Days Ago

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Client Services Manager
  • Senior Helpers - Napa
  • Santa Rosa, CA FULL_TIME
  • Senior Helpers is currently seeking a Client Service Manager to work in their Santa Rosa office. As a member of Senior Helpers Client Services team, you will be at the forefront of our mission to prov...
  • 9 Days Ago

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Client Accounting Services Associate
  • Pisenti & Brinker, LLP
  • Santa Rosa, CA FULL_TIME
  • For more than 55 years, Pisenti & Brinker LLP has provided comprehensive services to growing businesses throughout Sonoma County and the North Bay Area. We are proud to offer exceptional customer serv...
  • 1 Month Ago

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Client Accounting Services Supervisor
  • Pisenti & Brinker, LLP
  • Santa Rosa, CA FULL_TIME
  • For more than 55 years, Pisenti & Brinker LLP has provided comprehensive services to growing businesses throughout Sonoma County and the North Bay Area. We are proud to offer exceptional customer serv...
  • 1 Month Ago

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Dental Front Office
  • SR Dental
  • Santa Rosa, CA PART_TIME,FULL_TIME,INTERN
  • General Dental Practice is looking for a caring front desk office manager.Duties: front desk is mainly in the front with pt handling, insurance verification, check in and check out, appointment making...
  • 1 Month Ago

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

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Travel Nurse RN - Electrophysiology Lab - $3,009 per week
  • Hiring Now!
  • Santa Rosa, CA
  • Ardor Health Solutions is seeking a travel nurse RN Electrophysiology Lab for a travel nursing job in Santa Rosa, Califo...
  • 4/25/2024 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

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Travel Radiology Technologist - $2,307 per week
  • Hiring Now!
  • Santa Rosa, CA
  • Ardor Health Solutions is seeking a travel Radiology Technologist for a travel job in Santa Rosa, California. Job Descri...
  • 4/24/2024 12:00:00 AM

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Client Service Representative
  • VCA Animal Hospitals
  • Benicia, CA
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Anima...
  • 4/23/2024 12:00:00 AM

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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

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Part-time Associate (Overnight Load Crew)>
  • Smart & Final
  • Santa Rosa, CA
  • Smart & Final - [Retail Associate / Team Member] As a Load Crew Associate at Smart & Final, you'll: Unload and sort merc...
  • 4/23/2024 12:00:00 AM

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Client Service Representative
  • Solano-Napa Pet Emergency Clinic
  • Fairfield, CA
  • Description Position at Solano-Napa Pet Emergency Clinic Client Service Representative Reports To: Hospital Director Dep...
  • 4/22/2024 12:00:00 AM

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Client Service Representative - Relief
  • Solano-Napa Pet Emergency Clinic
  • Fairfield, CA
  • Description Position at Solano-Napa Pet Emergency Clinic Client Service Representative Reports To: Hospital Director Dep...
  • 4/22/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 41.50 sq mi (107.5 km2), of which 41.29 sq mi (106.9 km2) is land and 0.205 sq mi (0.5 km2) (0.49%) is water. The city is part of the North Bay region, which includes such cities as Petaluma, Rohnert Park, Windsor, and smaller cities as Sonoma, Healdsburg, Sebastopol. It lies along the US Route 101 corridor, approximately 55 miles (89 km) north of San Francisco, via the Golden Gate Bridge. Santa Rosa lies on the Santa Rosa Plain. The city's eastern extremities stretch into the Valley of the Moon, and the Sonoma Creek wa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$52,139 to $66,078
Santa Rosa, 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