Also referred to as: Customer Sales and Service Representative, Banking Services Customer Representative
Requirements and Responsibilities

Client Services Representative (Banking) processes basic branch service transactions to ensure customer satisfaction. Delivers in-branch services to existing and new customers, including opening and closing accounts, redeeming bonds, and money transfers. Being a Client Services Representative (Banking) researches and resolves account issues or customer inquiries. Promotes products and services and identifies cross-sell opportunities. Additionally, Client Services Representative (Banking) is familiar with all bank products and understands detailed processing procedures. Requires a high school diploma. Typically reports to a supervisor or manager. 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, or may need 0 years of experience with additional specialized training and/or certification.

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