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)
Client Sales and Services Representative
Businesses that partner with Stoic Management Group come in all shapes, sizes, and market caps. Our tried and true sales and marketing systems work for them all.
You’re new to the workforce but you’re ambitious and looking to hit the ground running. Your communication skills and leadership abilities shape how new and existing business grows. You leverage your entrepreneurial drive to target, educate, and persuade new customers to embrace our client’s latest services and technologies. Using your influencing and relationship-building skills, you provide caliber client service and team-building initiatives. You anticipate how decisions are made, understand the details of individual campaigns and persistently explore and uncover the business needs of key clients and the Stoic Management team. Working with them, you set the vision of the business development strategy.
Be at the heart of Stoic Management's future business, managing cutting-edge sales and marketing campaigns with your inordinate talent of multi-tasking efficiency. What you love most is delivering success, exceeding expectations around such tasks as optimal sales campaign delivery, team building, solution consultations, turnarounds, and get excited when new, never been done before challenges fall into your lap!
Responsibilities for a Client Sales and Services Manager:
Execute day-to-day sales, marketing, and campaign management
Excel in our management training program working from Entry Level to Senior Management
Manage the implementation and delivery of a key client’s activity, maximizing performance, return on investment, and identifying the opportunity to expand
Own all problem-solving, troubleshooting, client campaign requests, media planning, and key implementations
Build client relationships through service excellence and balance their campaign needs with your proactive approach
Get your hands dirty with team building, growth, and expansion efforts
Minimum qualifications for a Client Sales and Services Manager:
BA/BS degree or equivalent practical experience.
Relevant experience in a leadership role
Ability to speak English fluently and idiomatically.
Preferred qualifications for a Client Sales and Services Manager:
Internship experience in sales, marketing, and account management.
Interest in developing customer partnerships.
Detail-oriented with the ability to prioritize, plan, and organize sales activity.
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