Client Services Representative (Banking) jobs in Orange, CA

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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Business Development Representative
  • CLIENT GIANT
  • Irvine, CA FULL_TIME
  • Description

    The Business Development Representative is a business development sales position that consists of identifying employers with opportunities to adopt and/or improve employee care within their company.

    Requirements

    Business Development Representative

    Client Giant is looking for a Business Development Representative to further add to our enterprise sales team. This person will be a foundational person on the team and will be critical in driving success in our enterprise division. This person will have 3-5 years of sales experience and be looking to play a formative role in a fast-growing SaaS Sending Platform for client and employee engagement.  This person will work closely with our CRO to generate new business. 


    What will I be doing?

    • Continually establish pipeline of new business, upsell, and cross-sell opportunities
    • Build rapport with new customers and moving the sales process forward 
    • Understand the latest industry trends and communicate insights from the field to internal stakeholders
    • Demonstrate and sell value to key stakeholders within the accounts 
    • Understand company suite of products and demo the Client Giant platform to qualified leads
    • Track all opportunity and customer details in HubSpot while accurately forecasting expected close dates, projected deal size, and probability
    • Collaborate with sales ecosystem such as marketing, solutions architects, product, and others 
    • Exceed weekly, monthly, and quarterly targets 

    What will you bring?

    • 3-5 years of experience in sales or a related field. SaaS experience is a bonus.
    • Proficiency using HubSpot
    • Excellent in-person and virtual presentations, online web demos, remote sales processes skills
    • Must have good verbal and written communication skills with solid sales foundation
    • Entrepreneurial mentality with a growth-oriented mindset
    • Demonstrated history of consistent goal achievement in a highly competitive environment
    • Success with cold calling and creative pipeline generation strategies
    • Proven track record closing, high-touch, strategic deals in the Fortune 2000 space

    Why should you apply?

    We are a well-treated bunch, with awesome benefits! If there’s something important to you that’s not on this list, talk to us!

    • Massive market opportunity and industry leading products leads to uncapped earning potential and career opportunities 
    • Competitive salary and great earning potential
    • Continuous career development 
    • We are constantly refining and automating our processes to aid our output; we encourage your input into these discussions that make us more effective
    • Comprehensive benefits package
    • Flexible vacation policy and flexible holidays so you can take time off when you need to
    • Fully stocked kitchen
    • Company events and happy hours
    • We live our mission


    We are a rapidly growing company and focused on creating a tight-knit team that are ambitious, humble, and positive. Along the way you’ll have fun and have the opportunity to make your mark with us. If you are inquisitive, analytical and love to learn, join us and let’s see you grow your career!

  • 22 Days Ago

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Sales Development Representative
  • CLIENT GIANT
  • Irvine, CA FULL_TIME
  • DescriptionThe Sales Development Representative is a business development sales position that consists of identifying employers with opportunities to adopt and/or improve employee care within their co...
  • 22 Days Ago

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Client Service Associate, Corporate Client Banking
  • JPMorgan Chase
  • Irvine, CA FULL_TIME
  • Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash ...
  • 5 Days Ago

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Client Services Manager - Laboratory
  • LE002 Montrose Services, LLC
  • Orange, CA FULL_TIME
  • ABOUT YOU Are you passionate and ready to join an inclusive work environment, committed to excellence, to new ideas, and to delivering value? If the answer is, “Yes!” then we have an exciting career o...
  • 26 Days Ago

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Client representative
  • Diamond Executives
  • Orange, CA FULL_TIME
  • At Diamond Executives , we have perfected the ability to provide local business development solutions for nationally recognized telecommunications brands. Our clients are at the top of their field, an...
  • 1 Day Ago

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Client Coordinator
  • Maxim Healthcare Services
  • Orange, CA FULL_TIME
  • The Client Coordinator works with clients, patients and active caregivers to identify open shifts, availability, and coordinate schedules. The Client Coordinator understands the needs, requirements, a...
  • 5 Days Ago

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0 Client Services Representative (Banking) jobs found in Orange, CA area

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Client Service Representative
  • Olson Superior Plumbing
  • Lake Forest, CA
  • Job Description Job Description JOB DESCRIPTION Olson Superior Plumbing is in search of an experienced and driven Client...
  • 4/26/2024 12:00:00 AM

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Client Service Representative
  • Healthpointe
  • La Mirada, CA
  • Position title Client Service Representative Description **JOB SUMMARY:** Provides customer service support and maintena...
  • 4/26/2024 12:00:00 AM

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Client Service Representative
  • Dynamic Branding Inc
  • Long Beach, CA
  • Position: Client Service Representative Location: Onsite in CA Salary: Weekly Pay Retail Experience Preferred / Cashier ...
  • 4/26/2024 12:00:00 AM

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Client Services Associate
  • Solugenix
  • Seal Beach, CA
  • Client Services Associate Seal Beach, CA Onsite - 7:00am - 4:00pm (100% onsite role) Direct Hire (Salaried Role) We have...
  • 4/26/2024 12:00:00 AM

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Client Service Associate
  • K2 Financial Partners
  • Glendora, CA
  • Company Overview: K2 Financial Partners is a wealth management company based in Glendora, California. We pride ourselves...
  • 4/26/2024 12:00:00 AM

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Client Service Representative
  • California Medical Pharmacy
  • Los Angeles, CA
  • Job Description Job Description Bilingual English/Spanish fulltime client service rep in our medical equipment departmen...
  • 4/23/2024 12:00:00 AM

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Client Service Associate
  • Lincoln Investment
  • Glendora, CA
  • Job Description Job Description Company Overview: K2 Financial Partners is a wealth management company based in Glendora...
  • 4/23/2024 12:00:00 AM

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Client Services Representative
  • Golden West Packaging Group
  • City of Industry, CA
  • Who is Golden West Packaging Group? We are a leading West Coast mill-independent specialty packaging and printing busine...
  • 4/22/2024 12:00:00 AM

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$44,070 to $58,580
Orange, California area prices
were up 3.0% from a year ago