Client Services Representative (Banking) jobs in Bradenton, FL

Client Services Representative (Banking) 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) 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) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

M
Client Services Specialist
  • Meals on Wheels PLUS of Manatee
  • Bradenton, FL FULL_TIME
  • Client Services Specialist

    Classification: Non-Exempt, Full-Time, Monday - Friday, 8:30 am to 5:00 pm.

    Come join a three-year in a row award winning Non-Profit of the Year in Manatee County! Meals on Wheels Plus is dedicated to the mission of assisting individuals to live independently by providing nutrition and caring, supportive services. We currently have an exciting opportunity available for a Client Services Specialist.

    Responsible for working in the call center to provide assistance to Home Delivered Meal clients and volunteers that are delivering meals. This position requires completing paperwork, managing client information in our database, processing new client referrals and other office procedures to support the Supervisor, Client Services.

    Major Responsibilities

    1. Processes the client referral calls, cancellations, and restarts for client enrollment.

    2. Disseminates client information to the appropriate departments.

    3. Refers new and current clients to Client Advocates for assessment using internal software and the Referral Log.

    4. Provides call center support for the Client Services Program.

    5. Creates and securely maintains all client files.

    6. Processes daily reports for appropriate departments.

    7. Assists with special projects as assigned.

    8. May perform other duties as required by workload or supervisor.

    Minimum Requirements

    High School Diploma or equivalent

    2 years clerical and filing experience.

    Special Skills, Tools, Technology Requirements

    • Bilingual and able to read, write and speak English & Spanish proficiently is preferred
    • Ability to work well in groups
    • Proficient in Microsoft Office 365, SharePoint, and other general computer operations.
    • Must be able to telephone skills
    • Must be able to multi-task and show attention to detail
    • Must be able to accurately follow supervisory direction and procedures (verbal and written)
    • Must have tact and good oral and written communication skills
    • Interest in programs designed to assist older Americans
    • Knowledge of typing, filing and use of office equipment
    • Must be able to stand and sit for long periods of time
    • Must have a proven ability with alpha and numeric accuracy
    • Must be able to bend, lift, carry, push and pull up to 25 lbs. or 50 lbs. with assistance.
    • Must comply with all HIPAA requirements

    References are required, in writing preferred.

    Work Location:

    • One location

    Job Type: Full-time

    Pay: $16.00 per hour

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: In person

  • 20 Days Ago

V
Client Services Coordinator
  • Veterinary Surgery Center of Sarasota
  • Bradenton, FL FULL_TIME
  • Job Summary Veterinary Surgery Center of Sarasota is looking for a compassionate, driven, and outgoing Client Services Coordinator to join our team. Interested candidates should have compassion for bo...
  • 4 Days Ago

P
Sales - Client Service Representative
  • PCF Insurance
  • Bradenton, FL FULL_TIME
  • Horizon Insurance (part of the PCF Insurance Services Network) is expanding and we are in need of a goal oriented, positive individual to become a member of our amazing team! The Personal Lines Agent’...
  • 21 Days Ago

I
Client Service Representative
  • Innovetive Petcare
  • Bradenton, FL FULL_TIME
  • Client Service RepresentativeDepartment: ReceptionistsEmployment Type: Full TimeLocation: Bradenton, FloridaCompensation: $15.00 - $16.00 / hourDescriptionWe aim to break the mold of stuffy and impers...
  • 8 Days Ago

T
Hiring Recruiter / Client Representative
  • Tideline Staffing East, LLC
  • Bradenton, FL FULL_TIME
  • Tideline Staffing East, LLC is looking to hire a full-time Customer service Rep/ Recruiter for our Bradenton office and surrounding areas. We would like to hire a candidate with great customer service...
  • 1 Month Ago

N
Client service representative
  • Norton and Associates
  • Bradenton, FL FULL_TIME
  • A love of travel attracts many people to the field, but to succeed, a Remote Client Services Representative must be passionate about travel and the endless opportunities it brings to bridge history, c...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Client Services Representative (Banking) jobs found in Bradenton, FL area

M
Customer Service Representative II - Transit
  • Manatee County, FL
  • Bradenton, FL
  • Salary: $18.69 - $25.99 Hourly Location : Bradenton, FL Job Type: Full-Time (Hourly) Job Number: 24-00205 Department: Pu...
  • 3/28/2024 12:00:00 AM

T
Customer Service Representative
  • The Bachrach Group
  • Bradenton, FL
  • Job Description Job Description Are you passionate about delivering top-notch customer service? Do you thrive in a dynam...
  • 3/28/2024 12:00:00 AM

U
Client Service Representative
  • United Veterinary Care
  • North Port, FL
  • Description Being a Client Service Representative (CSR) in a veterinary office takes a special kind of person who is abl...
  • 3/27/2024 12:00:00 AM

T
Travel CT Technologist - $1,836 per week
  • TRS Healthcare
  • Bradenton, FL
  • Ardor Health Solutions is seeking a travel CT Technologist for a travel job in Bradenton, Florida. Job Description & Req...
  • 3/27/2024 12:00:00 AM

S
Customer Service Representative
  • Spectrio, Inc.
  • Tampa, FL
  • Customer Service Representative Fully Remote Description **Primary Objective:** The Customer Service Representative, or ...
  • 3/27/2024 12:00:00 AM

W
Client Service Representative, Personal Lines
  • Wallace Welch & Willingham Inc
  • Sarasota, FL
  • We are W3! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Bus...
  • 3/26/2024 12:00:00 AM

C
Customer Service Representative - Work From Home
  • Crown Roofing
  • Sarasota, FL
  • Crown Roofing & Waterproofing is looking for a customer service representative to join our growing team. Customer feedba...
  • 3/26/2024 12:00:00 AM

M
Commercial & Personal Insurance Customer Service Representative
  • Mazza Insurance & Financial Services
  • Largo, FL
  • Job Description Job Description Job description We are looking for a customer-oriented service representative. A custome...
  • 3/24/2024 12:00:00 AM

Bradenton (/ˈbreɪdəntən/ BRAY-dən-tən) is a city in Manatee County, Florida, United States. The U.S. Census Bureau estimated the city's 2016 population to be 54,437. Bradenton is a principal city of the North Port–Sarasota–Bradenton metropolitan statistical area, which had a 2017 estimated population of 702,281. It is the county seat....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$37,561 to $49,931
Bradenton, Florida area prices
were up 1.5% from a year ago