Client Services Representative (Banking) jobs in Cary, NC
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)
Recently Added Client Services Representative (Banking) jobs
- Client & Partner Services - the Association Careers
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Durham, NC
FULL_TIME
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About the Role:
Support enterprise sales goals of Association products and services to accounting firms, companies and other interested organizations.
You Will:
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Manage many daily operational tasks to support the learning sales process for all B2B clients
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Follow defined Sales Operations processes relating to inbound call/email handling, lead routing, and post-sales operations activities
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Resolving issues and inquiries sent to aicpalearning@aicpa.org or received by phone
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Develop, qualify and route inbound leads to appropriate account manager or business development manager
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Ensure complete and correct entry of client and opportunity information within CRM (Salesforce)
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Enter and process orders on the same day they are received
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Anticipate and quickly resolve or escalate product fulfillment issues to ensure delivery and high client satisfaction.
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Provide first level client technical support for log-in issues, username and password requests, browser issues, course loading problems, or inability to run reports.
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Content provisioning/deployment of on-demand courses for customers
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Prequalifying leads
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Provide client communications support, such as coordinating file transfers and form uploads, sending requested product information or sales literature, and other requests
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Support business development managers and account managers in ensuring new leads and sales activities are captured and maintained in our organization's CRM and other systems
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Create Salesforce reports.
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Create client invoices promptly, including providing vendor and company information to clients
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Coordinate with Accounting to review and manage Accounts Receivable reports to ensure collections
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Maintain to assured processing of all sales, delivery of all client deliverables and a high customer satisfaction level.
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Identify opportunities to improve internal and client-facing processes
You Have:
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Customer focus
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Manage multiple priorities and tasks
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Bachelor's degree
How We Support You:
We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.
We offer benefit options in and out of the workplace, including healthcare, retirement, paid time-off, parental leave, and an employee assistance program. We provide resources that support your mental health and evolve our offerings to meet your needs. We care about our employees' welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities, so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you, your family, and your lifestyle.
We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.
About Us:
At The Association, a Great Place to Work-Certified company, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.
Learn more about The Association on LinkedIn and our Career Site.
#LI-Remote #GreatPlacetoWork
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
This role is not intended to be based and/or filled in NYC and therefore the salary is not published. If you are an NYC resident and wish to be considered for this opportunity, please reach out to the recruiter listed on the posting and they will be happy to provide you any further information.
Additional Information -
- 13 Days Ago
- VCA Animal Hospitals
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Chapel Hill, NC
FULL_TIME
- We are seeking an experienced Client Service Representative/Kennel Assistant to join our team.At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excelle...
- 1 Month Ago
- Global Elite Texas
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Durham, NC
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...
- 15 Days Ago
- Lee Partners Inc
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Cary, NC
FULL_TIME
- Benefits : Flexible schedule Health insurance Training & development Are you a people person with excellent communication skills? Do you have a passion for providing top-notch customer service? If so,...
- 1 Day Ago
- Pace®
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Morrisville, NC
FULL_TIME
- Client Services Tech 1 Make an impact. Build a career. At Pace®, we're committed to continuously moving science forward; to innovate and advance sustainable practices that improve the health and safet...
- 19 Days Ago
- SPECTRAFORCE
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Raleigh, NC
FULL_TIME
- SPECTRAFORCE is looking for an energetic and driven Client Services Coordinator to join our growing team in Raleigh.The Client Services Coordinator will work closely with the designated CS team overse...
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0 Client Services Representative (Banking) jobs found in Cary, NC area
- Kestra Financial
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Raleigh, NC
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us ...
- 5/23/2024 12:00:00 AM
- RH
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Raleigh, NC
- Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The R...
- 5/23/2024 12:00:00 AM
- Hiring Now!
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Raleigh, NC
- Ardor Health Solutions is seeking a travel nurse RN Med Surg for a travel nursing job in Raleigh, North Carolina.Job Des...
- 5/23/2024 12:00:00 AM
- BGSF
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Raleigh, NC
- About the job At BGSF, our primary goal is to make a difference in people’s lives by connecting the right individuals wi...
- 5/22/2024 12:00:00 AM
- Kestra Financial
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Raleigh, NC
- The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent cus...
- 5/22/2024 12:00:00 AM
- VCA Antech, Inc.
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Chapel Hill, NC
- We are seeking an experienced Client Service Representative/Kennel Assistant to join our team. At VCA Animal Hospitals, ...
- 5/21/2024 12:00:00 AM
- Greene Resources
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Raleigh, NC
- Position: Client Service Representative Location: Raleigh, NC Experience: Demonstrated job tenure in one of the followin...
- 5/21/2024 12:00:00 AM
- Frankel Staffing Partners
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Raleigh, NC
- Our client, a Raleigh-based provider of upscale products for the hospitality industry, has an immediate need for a brigh...
- 5/19/2024 12:00:00 AM
About Cary, North Carolina
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