Client Services Representative (Banking), Sr. jobs in Vincennes, IN
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)
Recently Added Client Services Representative (Banking), Sr. jobs
- Developmental Services, Inc. - Washington
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Washington, IN
FULL_TIME
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Job Description
POSITION TITLE: Client Benefit Specialist
DIVISION: Programs
SUPERVISOR: Residential Director
CLASSIFICATION: Non-Exempt
STATUS: Full-Time
PRIMARY FUNCTIONProvide benefit administration in compliance with CARF, BDDS, social security, CMS and BQIS standards through timely, accurate benefits management for persons served, while performing administrative functions as directed by the immediate supervisor.
ESSENTIAL FUNCTIONS
- Oversee the management of benefits for persons served in both waiver and group home services. Prepare all required documentation for Medicaid and social security eligibility and SNAP benefits. Complete applications, submit required paperwork and ensure that all persons served maintain eligibility and benefits remain active. Provide required information to internal and external sources including, but not limited to, agency staff, case manager, guardian, and person served to meet Medicaid waiver requirements. Fill out yearly lease renewals for clients with housing assistance.
- Establish ARC, Miller, ABLE and funeral trust accounts for all persons served.
- Establish and maintain auto, homeowners, and renter’s insurance, including tracking and ensuring renewals for Supported Living (RHS) Rep Payee clients.
- Ensure current documentation is uploaded in provide for all persons served according to Bona Vista policies.
- Communicate with and provide documentation to case manager and guardians as requested.
- Annually apply for energy assistance (EAP) through Area V for Supported Living (RHS) Rep Payee persons served.
- Attend person-centered planning meetings quarterly as requested.
- Remain updated and familiar with CARF, State BOH, state and federal laws, BQIS, DDRS, and other regulatory bodies.
- Audit residential client finances to ensure balances do not exceed monthly resource limits and assist with supported living clients monthly resource review. Move funds to ABLE accts- or work with programs to keep individual resources under resource.
- Assist clients with special projects such as getting quotes for home repairs/maintenance, special purchases, pest control, lawn care, utilities, cable, and internet. Coordinate and communicate with staff, case managers, and guardians as needed regarding such services.
- Perform all administrative functions as assigned by the immediate supervisor when functions of the job do not meet the time requirements of full-time work.
- Attend/request related training as authorized.
- Promote and display positive attitude and an overall commitment to the agency’s mission, values, and vision.
- B.S. in rehabilitation, social services, special education, or related field preferred. High School Diploma required.
- Previous experience working with adults with disabilities or similar background desired.
- Demonstrated skills and ability in word processing and verbal presentation.
- Maintain a valid Indiana driver’s license, and maintain insurability as defined by the agency liability insurance carrier. Maintain insurance on personal vehicle (minimum of PLPD w/Medical liability coverage). Current proof of insurance must be maintained in personnel file per BQIS regulation.
- Must possess and maintain reliable transportation that meets state requirements for transporting persons served.
- Must possess or be able to obtain CPR, CPI, and first aid certification annually and perform as necessary.
- Must be able to do such physical acts as operate calculator or computer keyboard with average speed and access existing records storage which may include lifting (up to 40 pounds without assistance) reaching and bending.
- 11 Days Ago
OTHER FUNCTIONS
QUALIFICATIONS
The above statements reflect general functions of this job and shall not be construed as a detailed description of all work requirements inherent in the job. The immediate supervisor, as stated above, may elaborate on or add to the above list if the duties come within the employee’s realm of responsibility.
- Planet Fitness - United FP Management, LLC
-
Effingham, IL
FULL_TIME
- THE PLANET FITNESS MISSIONWe at Planet Fitness are here to provide a unique environment in which anyone, and we mean anyone, can be comfortable in a diverse, judgment free zone where a lasting, active...
- 2 Days Ago
- Planet Fitness - Glow Brands
-
Vincennes, IN
PART_TIME
- Job Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective me...
- 10 Days Ago
- Aspen Dental
-
Jasper, IN
FULL_TIME
- At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
- 24 Days Ago
- AM Transport Services, Inc.
-
Olney, IL
FULL_TIME
- Are you looking for a job that will fulfill you on all levels?Olney's premier employer is looking for a Sales Representative to help us grow our business and serve more people. If you have a passion f...
- 8 Days Ago
- AM Transport Services, Inc.
-
Olney, IL
FULL_TIME
- Are you looking for a job that will fulfill you on all levels?Olney's premier employer is looking for a Sales Representative to help us grow our business and serve more people. If you have a passion f...
- 28 Days Ago
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0 Client Services Representative (Banking), Sr. jobs found in Vincennes, IN area
- Indiana Fram Insurance
-
Loogootee, IN
- Responsibilities: Interact directly with our customers by providing product and service information. Provide sales/marke...
- 4/25/2024 12:00:00 AM
- AutoZone, Inc.
-
Vincennes, IN
- AutoZone's Part-Time Retail Sales Associates drive sales through superior customer service by exceeding customer expecta...
- 4/25/2024 12:00:00 AM
- Walmart
-
Princeton, IN
- **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
- 4/24/2024 12:00:00 AM
- Whole Foods
-
Vincennes, IN
- Responsibilities Provides overnight support for assigned team to include receiving and preparing product and maintaining...
- 4/24/2024 12:00:00 AM
- JetBlue
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Vincennes, IN
- JetBlue is seeking Part-Time Ground Operations Crew to step onboard and join a team working towards the ultimate mission...
- 4/24/2024 12:00:00 AM
- Lou Fusz CDJR of Vincennes
-
Vincennes, IN
- Receptionist/Title Clerk-Full Time Position Overview: Lou Fusz Chrysler/Jeep/Dodge/Ram is seeking a dynamic and organize...
- 4/24/2024 12:00:00 AM
- Walmart
-
Vincennes, IN
- **Job Summary:** As a Warehouse Associate at Walmart, you will play a crucial role in the efficient operation of the dis...
- 4/24/2024 12:00:00 AM
- State of Indiana
-
Vincennes, IN
- Work for Indiana Grow your career with the State of Indiana! With more than 50 executive branch agencies, the State of I...
- 4/22/2024 12:00:00 AM
About Vincennes, Indiana
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