Client Services Representative (Banking), Sr. jobs in Billings, MT

Client Services Representative (Banking), Sr. 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), Sr. 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), Sr. requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking), Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Client Services Representative (Banking), Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Case Manager (Client Advocate)
  • Maximus Services, LLC
  • Point, MT FULL_TIME
  • Description & Requirements

    Maximus currently has a Case Manager (Client Advocate) opportunity with the Maximus Montana Employment and Training Project. This Project will provide intake, assessment and development of an Employability/Service Plan (ESP) plus case management of participants along with job development, placement, & retention services. Our goal is to equip participants to be successful in the world of work by building their skills capacity, prioritizing employment, and supporting retention.

    Essential Duties and Responsibilities

    • Promote working relationships with customers and monitor engagement and progress.
    • Liason with customers on a regular basis to meet and achieve program goals and/or maintain program services and eligibility.
    • Exhibit considerable programmatic knowledge and assist customers in multiple phases of the application process, ranging from enrollment through the awarding of benefits and services.
    • Assist customers to acquire services that facilitate program goals (e.g., educational and/or vocational training, medical, child care, transportation, substance abuse/mental health, child support establishment, legal, and other related needs).
    • Maintain accurate and timely case notes on all customer contacts and document activities.
    • Share information about outreach and engagement efforts with project staff.
    • Inform project staff of any barriers that they identify and that are preventing the customer from engaging with the Provider.

    Minimum Requirements

    Minimum Requirements:
    • High School Diploma
    • 2-4 years of experience
    • Previous Maximus experience preferred.
    • Previous incumbent experience preferred.
    • This position requires travel up to 10% of the time to our Glasgow location.
    • This position requires you to have reliable transportation to travel to other offices within the region.

    #MTCM

    EEO Statement

    Active military service members, their spouses, and veteran candidates often embody the core competencies Maximus deems essential, and bring a resiliency and dependability that greatly enhances our workforce. We recognize your unique skills and experiences, and want to provide you with a career path that allows you to continue making a difference for our country. We're proud of our connections to organizations dedicated to serving veterans and their families. If you are transitioning from military to civilian life, have prior service, are a retired veteran or a member of the National Guard or Reserves, or a spouse of an active military service member, we have challenging and rewarding career opportunities available for you. A committed and diverse workforce is our most important resource. Maximus is an Affirmative Action/Equal Opportunity Employer. Maximus provides equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disabled status.

    Pay Transparency

    Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.

  • 28 Days Ago

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Assistant communication
  • Lloyds Banking Group
  • Lovell, WY FULL_TIME
  • Description JOB TITLE : Assistant Communications Business Partner LOCATIONS : Leeds, Bristol, Birmingham, Halifax or Edinburgh SALARY : £38,295 - £42,550 HOURS : Full Time WORKING PATTERN : Hybrid, 40...
  • 2 Days Ago

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Financial Services Representative I
  • First Interstate BancSystem
  • Laurel, MT FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Laurel, MT Main branch. What’s Important to You We know your career...
  • 26 Days Ago

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Financial Services Representative I
  • First Interstate Bank
  • Laurel, MT FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourLaurel, MT Main branch.What's Important to YouWe know your career is ...
  • 27 Days Ago

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DIGITAL BANKING SPECIALIST
  • Stockman Bank of Montana
  • Billings, MT FULL_TIME
  • Position General Responsibilities:This position is a critical part of the digital banking services we offer our customers. It requires exemplary customer service skills and extensive product knowledge...
  • 1 Month Ago

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Client Advisor
  • Gunwerks
  • Cody, WY FULL_TIME
  • Cody, United States Our Company We are an innovative company constantly developing new products and variations of existing products. Change/challenge is common and frequent here, and we thrive in a fa...
  • 2 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Billings, MT area

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Senior Manager, Global Customer Support
  • Cornerstone onDemand
  • Billings, MT
  • **Job Title: Senior Manager, Global Customer Support** **Job Description:** The Senior Manager, Global Customer Support ...
  • 4/25/2024 12:00:00 AM

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Generator Service Operations Manager
  • Strategic Talent Partners
  • Billings, MT
  • Join Our Team at TW Enterprises – Elevate Your Career as a Generator Service Operations Manager! Who We Are: We are 100%...
  • 4/24/2024 12:00:00 AM

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Lobby Attendant
  • Five Guys Burgers and Fries
  • Billings, MT
  • Job Description Five Guys is a family owned and operated franchise restaurant group that focuses on serving high quality...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Enterprise Holdings
  • Billings, MT
  • Overview: Start your career with Enterprise! Were hiring immediately for a Customer Service Representative at the Billin...
  • 4/23/2024 12:00:00 AM

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Travel Nurse RN - Home Health - $2,094 per week
  • PRN Healthcare
  • Billings, MT
  • Ardor Health Solutions is seeking a travel nurse RN Home Health for a travel nursing job in Billings, Montana. Job Descr...
  • 4/22/2024 12:00:00 AM

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Travel Speech Language Pathologist - $2,208 per week
  • Hiring Now!
  • Billings, MT
  • Ardor Health Solutions is seeking a travel Speech Language Pathologist for a travel job in Billings, Montana. Job Descri...
  • 4/22/2024 12:00:00 AM

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Customer Service Representative, Industrial Store
  • Norco, Inc
  • Billings, MT
  • Company Description Founded in 1948, Norco is headquartered in Boise, Idaho and has more than 70 branches in Idaho, Mont...
  • 4/22/2024 12:00:00 AM

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Bilingual Customer Service Specialist
  • Sherwin-Williams
  • Billings, MT
  • Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
  • 4/15/2024 12:00:00 AM

Billings is the largest city in the U.S. state of Montana, with a population estimated at 109,642 as of 2017. Located in the south-central portion of the state, it is the seat of Yellowstone County and the principal city of the Billings Metropolitan Area, which has a total a population of 170,498. It has a trade area of over 500,000. Billings was nicknamed the "Magic City" because of its rapid growth from its founding as a railroad town in March 1882. The city is named for Frederick H. Billings, a former president of the Northern Pacific Railroad. With one of the largest trade areas in the Uni...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$45,674 to $57,886
Billings, Montana area prices
were up 3.1% from a year ago

Client Services Representative (Banking), Sr. in Galveston, TX
As a Client Service Representative, you’ll deliver a personalized, caring experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services.From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
December 02, 2019
Client Services Representative (Banking), Sr. in Orange, CA
We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better.
November 29, 2019
Client Services Representative (Banking), Sr. in Anderson, IN
We always put our clients first to meet their evolving needs.
February 12, 2020