Client Services Representative (Banking) jobs in Everett, WA

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
  • Ethos Veterinary Health
  • Lynnwood, WA FULL_TIME
  • Job Description

    CLIENT SERVICES REPRESENTATIVE

    Job Summary

    The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and patients through the animal hospital.

    Job Responsibilities

    • Responsible for greeting clients, determining the needs of the clients and patients, and completing the check-in and check-out process. Models a professional and courteous manner with staff and clients.
    • Follows established policy and procedures in scheduling clients for prompt treatment of ill and/or injured patients, as well as proper scheduling of patients in need of vaccinations, rechecks, surgeries, in-hospital procedures, and other services that require the doctors’ and technicians’ time.
    • Helps with client reminders for annual health assessments, parasite checks, dentistry, senior care, etc.
    • Pulls patient charts for daily scheduled appointments and collects information to make necessary updates, including the creation of new charts, when appropriate.
    • Assists technician in filling prescriptions with appropriate medication and providing routine instructions to owners on the proper administration of the medication.
    • Performs over-the-counter sales of merchandise such as food and special diets, shampoos, flea and tick control products, heartworm, etc. Demonstrates a technical knowledge of products and is capable of assisting clients with their product needs.
    • Invoices clients, collects fees, makes change, imprints credit card forms, and obtains authorization for credit charges following the credit policies of the hospital.
    • Demonstrates basic emergency procedures and can give proper information on transporting the patient to the hospital. Responsible for advising hospital staff about incoming emergencies.
    • Maintains appearance and cleanliness of the waiting room and reception area, including re-stocking of products, office supplies, client educational materials, hospital brochures, etc.
    • Prepares and sends welcome letters, new client information packets, referral and thank you letters, condolences, long wait notes, and other correspondence for the doctors and/or Hospital Manager.
    • Demonstrates a full working knowledge of PIMS procedures and functional applications.

    Skills and Basic Qualifications

    • High school diploma or GED required. Bachelor’s degree preferred.
    • Prior client service experience in related area preferred but not required
    • Proper telephone etiquette and client service excellence
    • Basic veterinary medical knowledge, including products and services
    • Excellent oral and written communication skills
    • Basic computer skills (Microsoft Office, e-mail, and practice management software experience preferred)
    • Strong organizational skills with ability to multi-task and still attend to details

    • Competitive pay from $18 to $20 depending on experience. Full benefits package including medical, dental, and vision.


    National Veterinary Associates is a leading global pet care organization united in the love of animals and the people who love them.

    NVA, a community of approximately 1,400 premier locations consisting primarily of general practice veterinary hospitals in addition to equine hospitals and pet resorts, and Ethos Veterinary Health, which consists of 145 world-class specialty and emergency hospitals, are rooted in a culture of compassion and innovation.

    NVA and Ethos Veterinary Health’s innovative, collaborative approach underpins a shared commitment to delivering exceptional veterinary care. For more information, visit www.nva.com.

    NVA offers a comprehensive benefits program including medical, dental, vision, a 401k with employer match, and paid time off (including sick time) for all eligible employees. The team can provide more information about compensation and benefits for your specific location during the process. For positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act.
    NVA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. Pursuant to the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Initiative for Hiring Ordinance, and any other state or local hiring regulations, we will consider for employment any qualified applicant, including those with arrest and conviction records, in a manner consistent with the applicable regulation.
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    This Job

    Location:

    Lynnwood, Washington, United States
  • 1 Month Ago

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Client Services Representative
  • Northpointe Animal Hospital
  • Lynnwood, WA FULL_TIME
  • CLIENT SERVICES REPRESENTATIVE Job Summary The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to provid...
  • 2 Months Ago

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Client Services Representative
  • NVA
  • Lynnwood, WA FULL_TIME
  • Description & Requirements CLIENT SERVICES REPRESENTATIVE Job Summary The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and support...
  • 2 Months Ago

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Community Liaison - Island County
  • Office of U.S. Representative Rick Larsen
  • Everett, WA FULL_TIME
  • Community Liaison – Island County U.S. Rep. Rick Larsen Everett Office Summary: The Island County Community Liaison serves as Rep. Larsen’s representative to Whidbey and Camano islands. As part of our...
  • 23 Days Ago

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Client Service Representative CSR
  • VCA Animal Hospitals
  • Lynnwood, WA FULL_TIME
  • If you are interested in a career in the field of veterinary medicine or veterinary business operations, this is an excellent entry point into our industry! No prior veterinary experience required.VCA...
  • 4 Days Ago

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Merchant Services Sales Representative
  • Coastal Community Bank
  • Everett, WA FULL_TIME
  • DescriptionABOUT USCoastal Community Bank is a little bit of banking and a little bit of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking techno...
  • 2 Days Ago

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0 Client Services Representative (Banking) jobs found in Everett, WA area

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Client Service Representative
  • ACG Seattle
  • Bothell, WA
  • We uphold the timeless principle that the customer always comes first, especially in the dynamic hospitality industry. O...
  • 4/19/2024 12:00:00 AM

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Client Service Representative CSR
  • VCA Animal Hospitals
  • Lynnwood, WA
  • If you are interested in a career in the field of veterinary medicine or veterinary business operations, this is an exce...
  • 4/19/2024 12:00:00 AM

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Client Service Associate - Wealth Management
  • Willis Eckfeldt
  • Mercer Island, WA
  • Job Description Job Description Willis Eckfeldt, a personal financial planning, and investment firm in Mercer Island, is...
  • 4/19/2024 12:00:00 AM

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Client Services Associate
  • SPS North America, Inc
  • Bellevue, WA
  • Job Details Level Entry Job Location AZSEA 104 - Bellevue, WA Position Type Full Time Salary Range $22.11 Hourly Job Cat...
  • 4/18/2024 12:00:00 AM

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Client Service Associate - Wealth Management
  • All Things HR, LLC
  • Mercer Island, WA
  • Willis Eckfeldt, a personal financial planning, and investment firm in Mercer Island, is searching for a Client Service ...
  • 4/18/2024 12:00:00 AM

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Customer Service Operations Specialist
  • ACL Digital
  • Mukilteo, WA
  • Duration: 6 months (with possible extension) Position Responsibilities: • Successful training completion is a contingenc...
  • 4/17/2024 12:00:00 AM

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Client Account Representative - West Coast | Remote
  • Power Pay
  • Seattle, WA
  • Job Description Job Description Great opportunity to join our growing company! New opportunity to join our growing compa...
  • 4/15/2024 12:00:00 AM

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Customer Service Representative- **Bonus included after 90 days**
  • Staff Hire
  • Seattle, WA
  • Job Description Job Description IMMEDIATELY HIRING/MULTIPLE POSITIONS!!! Customer service representatives are often a cl...
  • 4/15/2024 12:00:00 AM

Everett is the county seat of and the largest city in Snohomish County, Washington, United States. It is located 25 miles (40 km) north of Seattle and is one of the main cities in the metropolitan area and Puget Sound region. Everett is the seventh-largest city in Washington state and had a total population of 103,019 at the 2010 census. The city is located at the mouth of the Snohomish River along Port Gardner Bay, an inlet of Possession Sound (itself part of Puget Sound). American settlement on the Everett peninsula began in the 1860s, with several sawmills built to serve the area's growing ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$43,193 to $57,415
Everett, Washington area prices
were up 2.9% from a year ago