Client Services Representative (Banking), Sr. jobs in Seattle, WA

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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Client Services Representative
  • LendingTree
  • Seattle, WA FULL_TIME
  • PLEASE NOTE: This position is located in our Seattle, WA office. We offer a hybrid work schedule (three days in the office and two days of teleworking) to accommodate for flexibility.

    RESPONSIBILITIES

    The Client Services Representative is responsible for activities including, but not limited to: Client account management, settling client complaints/disputes, taking credit card payments, and other projects as needed by the department manager. This is an in-office role located in our downtown Seattle location. 

    QUALIFICATIONS

    • Have 1 year customer service experience
    • Have professional phone and email etiquette
    • Have the initiative to work independently and thrive in a team environment
    • Have dedicated thinking and problem-solving skills
    • Have proficient skills in Microsoft Office suite.
    • Experience in Salesforce or the insurance industry is a plus.
    • Have ability to deliver customer support like you expect to receive it; with excellence.
    • Have ability to be organized and are a multi-tasker with excellent judgment on prioritization within a high-volume transactional environment.

     

    COMPANY

    Our office is located in downtown Seattle, in the heart of Pioneer Square. We cultivate a comfortable work environment, with plenty of onsite amenities (gym, locker room, lunch area, snacks, TVs, casual attire, ping pong, etc.). Come join a diverse and growing workforce of over 150 smart, driven people.

    What you should know about LendingTree, our parent company:

    • We’re a publicly-traded company (TREE).
    • We’ve welcomed several other companies into the LendingTree family to augment our efforts at helping borrowers make their most sensible financial choices.
    • We’ve built the LendingTree app and My LendingTree dashboard to give consumers tools to manage and monitor their financial health.

     

    Compensation: $20/hr DOE

    Incentive Compensation: Eligible for  monthly commission

    Benefits: Medical, dental, vision insurance and 401(k) matching

    CULTURE

    We’re a fast-paced company with an entrepreneurial bend. We work hard and test our products often. We’re collaborative, ambitious, candid and high-energy. Our teammates are some of the brightest, most talented people you’ll ever work with. We care more about your smarts than we do about the kinds of clothes you wear (but please, do wear clothes to work!), and we’re pretty good about rewarding innovation, creativity and the knack for just getting stuff done (we even have an award for employees called the GSD, “Get Stuff Done”).

    Come work with us!

    QuoteWizard by LendingTree is the kind of company that not only promotes diversity and inclusion; we thrive because of these values. We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation or military status.

  • 1 Day Ago

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Client Services Representative
  • NVA
  • Redmond, WA FULL_TIME
  • Description & Requirements Looking for super star Customer Service Rep! **Sign-on Bonus Available** CLIENT SERVICES REPRESENTATIVE Job Summary The Client Services Specialist is an invaluable member of...
  • 1 Month Ago

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Client Services Representative
  • Ethos Veterinary Health
  • Redmond, WA FULL_TIME
  • Job Description Looking for super star Customer Service Rep! **Sign-on Bonus Available** CLIENT SERVICES REPRESENTATIVE Job Summary The Client Services Specialist is an invaluable member of the hospit...
  • 1 Month Ago

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Veterinary Receptionist/client services representative
  • South Seattle Veterinary Hospital
  • Seattle, WA PART_TIME,FULL_TIME
  • South Seattle Veterinary Hospital is looking for motivated, energetic veterinary receptionists! There is room to grow with the right candidate. Part time or full time positions available, weekends and...
  • 2 Days Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Bothell, WA 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...
  • 13 Days Ago

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Work From Home - Client Services Representative
  • Global Elite Texas
  • Redmond, WA 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...
  • 13 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Seattle, WA area

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Client Service Associate
  • Boutique Recruiting
  • Bellevue, WA
  • A well-established wealth management firm in Bellevue, WA is searching for a Client Service Associate to support their f...
  • 4/26/2024 12:00:00 AM

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Client Service Associate
  • Edelman Financial Engines
  • Federal Way, WA
  • Description Client Service Associate At Edelman Financial Engines, we believe everyone deserves to move their financial ...
  • 4/26/2024 12:00:00 AM

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Senior Client Services Associate
  • Vaco
  • Seattle, WA
  • Client: Financial Services/Advisory Firm Role: Senior Client Services Associate Salary: $80,000 - $90,000/annually + Ben...
  • 4/26/2024 12:00:00 AM

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Client Account Representative - West Coast | Remote
  • Power Pay
  • Seattle, WA
  • Job Description Job Description Great opportunity to join our growing company! New opportunity to join our growing compa...
  • 4/25/2024 12:00:00 AM

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Client Service Representative
  • ACG Seattle
  • Bothell, WA
  • We uphold the timeless principle that the customer always comes first, especially in the dynamic hospitality industry. O...
  • 4/24/2024 12:00:00 AM

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Client Services Associate
  • SPS North America, Inc
  • Bellevue, WA
  • Job Details Level Entry Job Location AZSEA 104 - Bellevue, WA Position Type Full Time Salary Range $22.11 Hourly Job Cat...
  • 4/23/2024 12:00:00 AM

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Client Service Representative
  • Acg Seattle
  • Bothell, WA
  • Job Description Job Description We uphold the timeless principle that the customer always comes first, especially in the...
  • 4/22/2024 12:00:00 AM

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Client Services Associate
  • SPS North America, Inc
  • Renton, WA
  • Job Details Level Entry Job Location AZSEA 124 - Renton, WA Position Type Full Time Salary Range $22.11 Hourly Job Categ...
  • 4/22/2024 12:00:00 AM

Seattle (/siˈætəl/ (listen) see-AT-əl) is a seaport city on the West Coast of the United States. It is the seat of King County, Washington. With an estimated 730,000 residents as of 2018[update], Seattle is the largest city in both the state of Washington and the Pacific Northwest region of North America. According to U.S. Census data released in 2018, the Seattle metropolitan area’s population stands at 3.87 million, and ranks as the 15th largest in the United States. In July 2013, it was the fastest-growing major city in the United States and remained in the Top 5 in May 2015 with an annual...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$52,044 to $65,959
Seattle, Washington area prices
were up 2.8% 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