Client Services Representative (Banking) jobs in the United States

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 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. (Copyright 2024

Client Services Representative (Teller)/Banking
  • Terrabank, N.A.
  • Miami, FL FULL_TIME
    • Minimum of 2 years of experience as a Customer/Financial Service Representative and Teller in banking.
    • Good knowledge of account opening/servicing procedures required.
    • Knowledge of teller systems and procedures preferred.
    • Excellent customer service and cross-selling skills in person and over the phone.
    • Good communication, interpersonal and organizational skills.
    • PC Proficient in Microsoft Office.
    • Bilingual English/Spanish required.


    We offer competitive salaries and an excellent benefit package.

    Job Type: Full-time


    • 401(k)
    • 401(k) matching
    • AD&D insurance
    • Dental insurance
    • Disability insurance
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Opportunities for advancement
    • Paid time off
    • Vision insurance

    Experience level:

    • 2 years


    • Monday to Friday


    • Cash handling: 2 years (Required)
    • Banking: 2 years (Required)
    • Customer service: 2 years (Required)
    • Teller: 2 years (Required)

    Work Location: In person

  • 4 Days Ago

Client Service Representative- Float
  • Old Fort Banking Co
  • Old Fort, OH FULL_TIME
  • DescriptionPaid vacation available at start 5 PTO Days Paid HolidaysMonday - Friday 8:45 am to 5:15 pm, rotating Saturdays 8:45 am to 12:15 pm The Old Fort Banking CompanyThe Old Fort Banking Company ...
  • 17 Days Ago

Building Services Technician
  • Banking
  • Brighton, CO FULL_TIME
  • Position Summary Maintains interior and exterior of all assigned branch facilities, and oversees the upkeep of equipment and supplies. Inspects grounds, exterior, and entrances to ensure cleanliness a...
  • 2 Months Ago

Claims Collections Representative-REMOTE
  • Viking Client Services, LLC
  • Prairie, MN FULL_TIME
  • Are you tired of traditional collections? Are you looking for a job that keeps you busy all day talking to people who want to resolve their accounts? At Viking, we redefine collections. We are not you...
  • 1 Month Ago

Banking Specialist- Client Services
  • The Investment Counsel Company
  • Las Vegas, NV FULL_TIME
  • Direct Supervisor: Chief Compliance OfficerOverview:To be successful in this role, one must be a motivated team player who possesses the ability to successfully work in a collaborative and fast-paced ...
  • 11 Days Ago

Banking Specialist- Client Services
  • The Investment Counsel Company of Nevada
  • Las Vegas, NV FULL_TIME
  • Job DescriptionDirect Supervisor: Chief Compliance OfficerOverview:To be successful in this role, one must be a motivated team player who possesses the ability to successfully work in a collaborative ...
  • 3 Days Ago

Client Service Associate
  • Signature Estate & Investment Advisors, LLC
  • McLean, VA
  • Job Description Job Description JOB TITLE: Client Service Associate EMPLOYER: Signature Estate and Investment Advisors I...
  • 7/20/2024 12:00:00 AM

Veterinary Client Service Representative - 2 years experience required
  • VetEvolve VA LLC
  • Buckeystown, MD
  • Job Type Full-time Description Are you looking to become part of a team that works well together and enjoys what they do...
  • 7/20/2024 12:00:00 AM

Client Services Associate - Financial Services | (URGENT HIRE)
  • Confidential
  • Reston, VA
  • Are you passionate about providing exceptional customer service and solving problems? Join our team as a Client Service ...
  • 7/20/2024 12:00:00 AM

Client Service Associate
  • Gallagher
  • Washington, DC
  • Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's ...
  • 7/19/2024 12:00:00 AM

Client Service Associate
  • Financial Services Advisory, Inc.
  • Rockville, MD
  • Job Description Job Description The Client Service Associate (CSA) I, serves as a liaison between clients and financial ...
  • 7/18/2024 12:00:00 AM

Registered Client Service Associate - Washington, D.C. - Hybrid
  • Raymond James Financial Incorporated
  • Washington, DC
  • Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial S...
  • 7/18/2024 12:00:00 AM

Client Service Associate
  • McLean, VA
  • Job Description Job Description Global Advisor Group provides financial planning and wealth management services to clien...
  • 7/16/2024 12:00:00 AM

Client Service Representative/Reception
  • VetEvolve VA LLC
  • Mount Airy, MD
  • Are you a people person that is loves animals? We want someone that loves to interact with and assist our exceptional cl...
  • 7/16/2024 12:00:00 AM

Income Estimation for Client Services Representative (Banking) jobs
$40,147 to $53,361