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)
Primary Purpose
Responsible for outside sales, new business development, and account management with assigned accounts or customer to support all business services for Heritage and in achieving its revenue and profitability goals. Manages quality and consistency of product and service delivery. Travel 80% of time.
Essential Functions and Responsibilities
Heritage believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to outline primary duties, qualifications and job scope, but not limit the incumbent nor the company to just the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors. Regular and predictable attendance is an essential function of this job.
Education: Four year college degree required. Sales, Business, Marketing or Science preferred.
Experience: 3 years proven industry related (hazardous/environmental) sales experience required or in Lieu of degree, 7 years of proven related (hazardous/environmental) industry experience is required.
Knowledge and Abilities: Must posses good communications skills, both written and verbal. Requires knowledge of computers. Working understanding of all Heritage services. Proven sales ability. Travel required 80% of the time, overnight travel required. Regular and predictable attendance is an essential function of this job.
A post offer drug screen will be required.
EEO including disability/veteran
#LI-SK1
#LI-NR1
Clear All
0 Account Services Representative, Sr. jobs found in Oregon City, OR area