Client Services Representative (Banking) jobs in West Palm Beach, 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)

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Front Desk/Client Services Representative
  • Therapeutic Oasis
  • Boca Raton, FL OTHER
  • Front Desk / Client Services Representative

    Part-time position in Boca Raton (18-30 hrs/wk)


    We are seeking a compassionate, outgoing individual for the Front Desk/Client Service Representative position at our therapy office located in Boca Raton.  

     

    The Front Desk/Client Service Rep is responsible for welcoming Clients into our office with warmth and compassion and facilitating the scheduling and payment processes. This position requires a solid understanding of office administration, superior communication skills, and a commitment to providing compassionate care to our clients. Excellent growth opportunity for the right individual.

     

    INTERESTED CANDIDATES MUST SUBMIT A RESUME AND COVER LETTER DETAILING WHY YOU ARE INTERESTED IN THE POSITION.


    JOB DETAILS

    • Create and maintain a warm and welcoming environment for Clients, visitors and Team
    • Warmly greet all Clients and visitors
    • Direct clients on campus
    • Open and close building at the scheduled time
    • Assume responsibility for the daily care and upkeep of lobbies, restrooms and all public areas
    • Help Clients schedule and coordinate appointments
    • Assist Clients with completing necessary paperwork and forms
    • Assist Clients in paying for Oasis services
    • Facilitate Client-Therapist Communication
    • Communicate essential Client information to other Team Members
    • Manage calls, take messages and retrieve voicemail
    • Distribute faxes and mail as required
    • Safeguard client’s Protected Health Information as required by HIPAA and Therapeutic Oasis Policies and Procedures
    • Maintain updated client information including addresses, phone numbers and insurance plans
    • Scan Client paperwork to EHR
    • Be familiar with Therapeutic Oasis Emergency Operation Policies and Procedures
    • Assist and support other Team Members in their efforts to provide exceptional service and care to every Client


    QUALIFIED CANDIDATES MUST

    • Demonstrate professionalism and compassion in all aspects of their presentation
    • Have 2 or more years customer service and/or medical office experience
    • Possess excellent writing and communication skills
    • Possess excellent computer skills
    • Effectively organize and manage multiple tasks
    • Be highly skilled in Microsoft Word
    • QuickBooks experience a plus
    • Knowledge of insurance billing a plus
    • Be authorized to work in the United States
    • Be willing to work occasional shifts in the Jupiter office


    We are a team of passionate, caring individuals who strive to provide the highest caliber of care to our Clients. The Oasis family has a reputation for caring and professional excellence in the mental health and wellness communities. Spend your day working in an environment where personal growth is encouraged, work-family balance is respected, mindfulness and creativity are emphasized, and where you are valued for your contributions.

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    Banking specialist
    • Newtek Business Services
    • Boca Raton, FL FULL_TIME
    • NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solution...
    • Just Posted

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    Investor Relations & Banking Associate
    • Theorem Fund Services
    • Boca Raton, FL FULL_TIME
    • Our FirmTheorem Fund Services is a multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry ...
    • 15 Days Ago

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    Client Representative
    • Summit Strive Consulting
    • Jupiter, FL FULL_TIME
    • Job Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in ac...
    • 1 Month Ago

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    Client Services Coordinator
    • Sunset House
    • Palm Beach Gardens, FL FULL_TIME,PART_TIME
    • Sunset House Recovery Center is accepting resumes for the position of Client Services Coordinator (CSC). This a great opportunity to join an established and trusted company. We opened our doors in 199...
    • 1 Day Ago

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    Client Services Associate
    • CyberCoders
    • Boca Raton, FL FULL_TIME
    • Client Services Associate We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Ser...
    • 4 Days Ago

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    0 Client Services Representative (Banking) jobs found in West Palm Beach, FL area

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    Registered Client Service Associate (Boca Raton)
    • Oppenheimer & Co. Inc.
    • Boca Raton, FL
    • Oppenheimer Private Client Group is a full service financial services firm with an emphasis on providing premier financi...
    • 4/24/2024 12:00:00 AM

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    Lab Outreach Client Service Representative, Laboratory Outreach, FT, 01P-9:30P
    • Baptist Health International
    • Boca Raton, FL
    • **Lab Outreach Client Service Representative, Laboratory Outreach, FT, 01P-9:30P** 800 Meadows Rd Boca Raton, FL 33486 C...
    • 4/23/2024 12:00:00 AM

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    Client Service Associate
    • Strategic Asset Management (SAM) Group
    • Pompano Beach, FL
    • Client Service Associate – Strategic Asset Management (SAM) Group SAM Group, a well-established investment firm located ...
    • 4/22/2024 12:00:00 AM

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    Client Services Representative - Financial
    • Joyal Capital Management
    • Delray Beach, FL
    • Job Description Job Description Joyal Capital Management, LLC is a very successful boutique financial firm serving the h...
    • 4/22/2024 12:00:00 AM

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    Client Service Associate
    • SAM Group
    • Pompano Beach, FL
    • Job Description Job Description SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a...
    • 4/21/2024 12:00:00 AM

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    Client Service Associate
    • Strategic Asset Management (sam) Group
    • Pompano Beach, FL
    • Client Service Associate Strategic Asset Management (SAM) Group SAM Group, a well-established investment firm located in...
    • 4/21/2024 12:00:00 AM

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    Client Service Representative
    • Resource Centers
    • Palm Beach Gardens, FL
    • Job Description Job Description We are seeking an on-site Client Service Representative to join our team! You will be re...
    • 4/20/2024 12:00:00 AM

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    Client Services Representative - Financial
    • Joyal Capital Management
    • Boca Raton, FL
    • Job Description Job Description Joyal Capital Management, LLC is a very successful boutique financial firm serving the h...
    • 4/20/2024 12:00:00 AM

    West Palm Beach is a city in and the county seat of Palm Beach County, Florida, United States. It is located immediately to the west of the adjacent Palm Beach, which is situated on a barrier island across the Lake Worth Lagoon. The population was 99,919 at the 2010 census. West Palm Beach is a principal city of the Miami metropolitan area, which was home to an estimated 6,158,824 people in 2017. It is the oldest incorporated municipality in Greater Miami, having been incorporated as a city two years before Miami in November 1894. West Palm Beach is located approximately 68 miles (109 km) nort...
    Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
    Income Estimation for Client Services Representative (Banking) jobs
    $38,651 to $51,377
    West Palm Beach, Florida area prices
    were up 1.5% from a year ago