Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
The Account Representative (AR) is responsible for working in conjunction with the Account Lead (AL) in the day-to-day management of projects on multiple accounts. The AR will develop and maintain a working knowledge of company processes and client accounts in order to provide internal support and client back-up when AL is unavailable. Day-to-day responsibilities include moving projects through the agency, preparing project status reports, proofing, scheduling and set-up of internal project initiation/input meetings, client meetings, assisting with billing, tracking, and client contact reports.
GENERAL PURPOSE:
Internal and external support for account management, project management and proactive problem resolution.
ESSENTIAL FUNCTIONS:
Client Knowledge/Contact
Account Support
Administration
Project Coordination
KNOWLEDGE/SKILLS/ABILITIES:
Required:
Preferred:
Travel:
Supervisory Responsibilities:
Physical Demands
While performing the duties of this position, the Associate is occasionally required to move about the office, use computers, phone, video conferencing and other general office equipment. The Associate must occasionally lift up to 20 pounds.
Work Environment
The noise level in the work environment is usually moderate.
General sign-off: The Associate is expected to adhere to all company policies.
Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
Clear All
0 Account Services Representative, Sr. jobs found in Anderson, SC area