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)
We live in a fast changing world, full of challenges and opportunities. To succeed as a business, it's crucial to react swiftly to these changes.
Join the BDO family, a worldwide consulting firm where you can bring your own personality into your job! We help organisations grow sustainably with our expertise in audit & assurance, tax & legal, advisory and accountancy.
Your well-being and development are just as important to us as the personal, hands-on advice and pragmatic solutions we offer our clients. Because if you grow, so do we and so do our clients. That is why our slogan is 'Let's Grow Together'!
As part of BDO’s advisory department, the Strategy & Transformation Team pursues the mission of helping our clients in various sectors to work more (cost-)efficiently, client-focused, people-centric and results-driven.
We're looking for a Banking Transformation Manager to join our team and help us deliver exceptional value to our clients. As an ideal candidate you have 5 to 8 years of relevant experience and knowledge in open banking to open finance landscape, PSD2 and its amendments, and PSD3. You are able to do gap analysis and make banks ready for PSD3, as well as have knowledge about FIDA in terms of open finance.
What will you be doing?
We believe that working closely with our clients, integrating our approach with their team, and customising interventions to their needs, ensures an optimal client experience.
This job is definitely for you if you ...
You have Dutch or French as your native language, have very good proficiency in the other and are fluent in English..
Did you nod enthusiastically when you read through the job description? Then send us your CV right away! May we soon welcome you as a new colleague!
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0 Client Services Representative (Banking) jobs found in Lawrence, MA area