Client Services Representative (Banking) jobs in Austin, TX

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 Salary.com)

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Client Services Representative - Sales
  • Marquee Event Group
  • Austin, TX FULL_TIME
  • Description

    Client Services Representative (CSR)

    Interested in growing your career in the event industry? Marquee Event Rentals is the premier Event Rental Company. Marquee combines great people and products to provide our customers with more event expertise and the deepest inventory in the industry. Our passionate team of experts are 100% committed to ensure client satisfaction every day, every event. As a CSR you will learn the inventory and clientele by assisting customers with reserving their rental items for events. This position has room to grow into an Account Executive or Business Development role. 


    Position Summary:

    A critical arm of the Marquee Sales Organization, the Client Service Representative will work on a team tasked with the qualification of leads, development of quotes, outbound marketing calls and accurate capture of key customer data. In a high-volume environment, the ability to multitask and prioritize projects is crucial to success. CSRs must ensure attention to detail is prioritized. Reporting to the Director; Client Services, CSRs are responsible for approximately 50% of Marquee Event Rental’s order volume.


    Position Responsibilities:

    This list is not a comprehensive listing of all functions and tasks performed by positions in this class. It does not imply that all positions within the class perform all of the duties listed, nor does it necessarily list all possible duties that may be assigned.


    • CSRs will be primarily responsible transactional clients and orders and would receive training and scripted guidance for the outlined responsibilities:

    • Field incoming calls/emails including:

    • General inquiries to be assisted or directed to appropriate department, location, or salesperson at Marquee

    • New customer requests (those not assigned to a rep, or with a pre-existing order in the system) • Existing Client Services account requests (transactional clients who do not require a dedicated Account Executive)

    • Existing account inquiries to be directed to assigned Account Executive • Field web leads and either close businesses or elevate to Director of Client Services

    • Manage after-hours phone and email leads

    • Elevate and direct leads that require more attention or relationship building • Ensure accurate information is recorded in CRM

    • Work with the local teams at each location to schedule showroom visits or sample viewings • Follow appropriate process for bid/order review in each local market

    • Utilize all available systems to properly communicate important order details or special circumstances to local operations

    • Complete periodic inventory of accounts and work with the Client Service Director to transition any accounts that need further development

    Requirements

    Helpful Skills:

    Customer Service

    Data Entry

    High Volume Call / Email

    Event / Hospitality 


  • 6 Days Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Austin, TX OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 13 Days Ago

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Client Services Representative III - $19-$21/HR
  • Ultimate
  • Austin, TX OTHER
  • Job Description Seeking candidates with Customer Service experience to join a forward thinking company near the Domain. This is a great opportunity with a company that is a firm believer of internal g...
  • 17 Days Ago

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Client Care Agent / Customer Services Representative
  • MSB Consulting
  • Leander, TX FULL_TIME
  • CLIENT CARE AGENT / CUSTOMER SUPPORT REPRESENTATIVE – Leander, TX ABOUT US MSB Consulting is an educational consulting firm that works directly with the Special Education community. We help our client...
  • 3 Days Ago

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Dept Banking - Accountant V
  • TEXAS DEPARTMENT OF BANKING
  • Austin, TX FULL_TIME
  • Dept Banking - Accountant V (00041790) Organization: TEXAS DEPARTMENT OF BANKING Primary Location: Texas-Austin Work Locations: Austin HQ 2601 North Lamar Blvd Austin 78705 Job: Business and Financial...
  • 1 Day Ago

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Community Banking Representative
  • FRONTIER BANK OF TEXAS
  • Manor, TX FULL_TIME
  • At Frontier Bank of Texas, we have created a culture of honesty, integrity, loyalty, community, leadership, and respect. When you join Frontier Bank you become part of a family. This tribe is intensel...
  • 18 Days Ago

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0 Client Services Representative (Banking) jobs found in Austin, TX area

Austin is the capital of the U.S. state of Texas and the seat of Travis County, with portions extending into Hays and Williamson counties. It is the 11th-most populous city in the United States and the 4th-most populous city in Texas. It is also the fastest growing large city in the United States, the second most populous state capital after Phoenix, Arizona, and the southernmost state capital in the contiguous United States. As of the U.S. Census Bureau's July 1, 2017 estimate, Austin had a population of 950,715 up from 790,491 at the 2010 census. The city is the cultural and economic center ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$39,448 to $52,436
Austin, Texas area prices
were up 1.2% from a year ago