How to Become an Account Services Representative
Step 1: Understand the job description and responsibilities of an Account Services Representative
What does an Account Services Representative do?
AN Account Services Representative provides assistance to account holders or tellers by processing transactions or responding to inquiries. Fills the role of teller as needed, to provide coverage for absences or peak business periods. Being an Account Services Representative identifies opportunities for cross-selling and refers customers to appropriate bank personnel. Requires a high school diploma. Additionally, Account Services Representative typically reports to a manager. The Account Services Representative has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function. To be an Account Services Representative typically requires 3-5 years of related experience.
Account service representative is similar to customer service representative.
The main difference is that an account service representative may work in financial, banking, sales or for companies where personalized attention needs to be serviced towards answering questions and resolving issues with client’s individual accounts.
Account service representatives answer phones and may sometimes make outbound calls to customers or clients about detailed information on a financial account.
An account service representative may be responsible for resolving customer/client issues.
With account service representatives who are involved in sales, they may be required to up sell or educate customers/clients on various financial products and services.
Step 2: Learn best tips to become an Account Services Representative
Best tips for those who want to become an Account Services Representative
Here are some tips to become an Account Services Representative.
Update your resume, and tailor each cover letter to fit the prospective job.
The job hunting process takes longer than ever and it is important not to get discouraged.
It is easy to get discouraged when things don’t go your way, but when you are positive and persistent you have a better chance.
Network extensively both online and in person.
Practice your interview skills with either a friend, family member or with a professional.
Step 3: View best colleges and universities for Account Services Representative
Best colleges and universities for Account Services Representative
- 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 an Account Services Representative
Is being an Account Services Representative Worth it?
Work with current residents in-person, via phone, and written correspondence to research and resolve discrepancies on their account.
Account Services Representative will be reporting to the Labor and Trust Senior Director, and is responsible for and in partnership with an Account Manager, while building relationships to maintain members, growing membership within companies during open enrollment, and developing strategies to increase member loyalty.
Basic understanding of how to escalate issues, drive the process along and when to update the Account Manager.
In-depth knowledge of the health care industry and related benefit products and services.
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Step 5: Prepare relevant skills for being an Account Services Representative
What skills do you need to be an Account Services Representative?
As with every job, there are some skills needed to succeed within this role. Possession of the following skills will help ensure successful day-to-day operations in this role: Banking Products, Cross-Selling, Customer Support, New Account Openings, Retail Banking. In order to do well in this job, you must have the following skills: Banking Software. This list doesn’t encompass every skill required for the role, but is a good place to start.
Resolve any customer account and Licensing issues through diligent research, reproduction and troubleshooting when required.
As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity.
A seasoned business professional with experience in sales, cold calling, account management, account/customer retention, customer service, and quality assurance with a record of using the resources available in order to support strategic business goals and objectives.
Minimum 3 years experience in financial services position (e.g., brokerage, banking, trading, exchange or clearinghouse).
Provide seamless customer experience through documenting call details and new account information into the computer system and completing any forms required to request action by other departments.
Step 6: View average salary for Account Services Representative
How much does an Account Services Representative make?
The average salary range for an Account Services Representative is from $34,815 to $44,360. The salary will change depending on your location, job level, experience, education, and skills.
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