How to Become a Client Services Representative (Banking)

Step 1: Understand the job description and responsibilities of a Client Services Representative (Banking)

What does a Client Services Representative (Banking) do?

A 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 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) typically requires 3-5 years of related experience.

People's Opinions on Client Services Representative (Banking) responsibilities

Based on our compensation data, the estimated salary potential for Client Services Representative Banking will increase 10 % over 5 years.

12/27/2019: Terre Haute, IN

At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future.

01/23/2020: Albuquerque, NM

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.

11/29/2019: Orange, CA

The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services.

01/17/2020: Newark, NJ

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.

12/02/2019: Galveston, TX
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Step 2: Learn best tips to become a Client Services Representative (Banking)

Best tips for those who want to become a Client Services Representative (Banking)

Here are some tips to become a Client Services Representative (Banking).

Step 3: View best colleges and universities for Client Services Representative (Banking)

Best colleges and universities for Client Services Representative (Banking)

  • Florida Southern College
  • Colby College
  • Dartmouth College
  • University of Notre Dame
  • Western Washington University
  • Canisius College

Step 4: Think about whether is it worth to be a Client Services Representative (Banking)

Is being a Client Services Representative (Banking) Worth it?

People's Opinions on lifestyles

The Client Service Representative position in our San Jose office requires a high level of client interaction in providing exceptional sales and service.

01/26/2020: Bremerton, WA

Representatives will interact with clients to address and resolve inquiries by taking ownership of the client experience.

01/10/2020: Altus, OK

The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.

01/18/2020: Fargo, ND

At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful.

02/20/2020: Waco, TX

We're looking for skilled people who will advise and advocate for our clients for their most important service needs.

12/16/2019: Lake Charles, LA
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Step 5: Prepare relevant skills for being a Client Services Representative (Banking)

What skills do you need to be a Client Services Representative (Banking)?

There are many skills required to succeed in this role, which vary in importance depending on the exact role and department size.  The daily workload for this job will be highly dependant on these skills: Banking Products, Cross-Selling, Customer Support, New Account Openings, Retail Banking.  Some of the more basic skills required are: Banking Software.  By growing your skills to reflect the ones mentioned, you are more likely to succeed in this role, and move forward to a more senior position.

People's Opinions on Client Services Representative (Banking) skills

Some employers hired workers with only a high school education and one or two years of experience in banking or finance.

12/14/2019: Temple, TX

Additional skills include product knowledge such as banking standards and contracts, market knowledge, phone skills, multi-tasking, and resolving conflict in the event of an escalated call.

01/04/2020: Providence, RI

Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time.

11/29/2019: Hialeah, FL

Listening to, understanding and providing solutions for our client’s needs.

12/06/2019: Madison, WI

Understand which products/services will work best for the client throughout the relationship and how to successfully resolve client requests using best-in-class tools and resources.

12/06/2019: Stamford, CT
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Step 6: View average salary for Client Services Representative (Banking)

How much does a Client Services Representative (Banking) make?

The average salary range for a Client Services Representative (Banking) is from $45,723 to $56,623. The salary will change depending on your location, job level, experience, education, and skills.

Salary range for a Client Services Representative (Banking)
$45,723 to $56,623

Step 7: Find relevant Client Services Representative (Banking) jobs, and apply.

Looking for Client Services Representative (Banking) jobs?

Here are some Client Services Representative (Banking) jobs in the United States.

Search Client Services Representative (Banking) Jobs in the United States

Step 8: Explore Career Path of Client Services Representative (Banking)

Step 8: Explore Career Path of Client Services Representative (Banking)? Personal Banking Senior Representative