Client Services Representative (Banking), Sr. jobs in Buffalo, NY

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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Client Services Representative
  • Health System Services Ltd
  • Niagara Falls, NY FULL_TIME
  • Company Description:


    Join a fast-paced Medical Equipment and Supply Provider, where we hold ourselves to high standards of excellence and cultivate a supportive team environment. As a Client Services Representative, you'll play a crucial role in serving our patients and community, demonstrating warmth, compassion, and a commitment to our mission of providing quality, innovative healthcare products and services.


    At HSS, we pride ourselves on our Family First culture and our fun, good-natured, dog friendly environment. Since our humble beginnings in 1996, our medium-sized, privately owned business has embodied an entrepreneurial spirit, fostering independence, initiative, and a sense of belonging among our team members. We value work-life balance with competitive vacation, PTO, full benefits, and a 401K to ensure our hard-working team feels supported and appreciated.


    We're more than just a workplace – we're a community. Our extracurricular and team-building activities, including holiday parties, birthday celebrations, pizza parties, happy hours, and the coveted HSS Amazing Race, fostering camaraderie, and a sense of belonging. We recognize and honor the dedication of our long-serving employees, with many having more than 5, 10, 15, and even 20 years of experience with us.


    Our Mission Principles:

    • Community-focused Provider of Quality Healthcare Products
    • We are dedicated to providing quality, innovative healthcare products to the communities we serve.
    • Patients are at the center of what we do
    • We believe our first responsibility is to the patients, caregivers and care professionals we serve. Our
    • Employees are Key to Our Success
    • Our dedicated employees enable us to grow and succeed in the ever-changing health care arena.
    • Expert Guides and Caring Professionals
    • Our knowledge and determination enables us to provide expert guidance and efficient solutions, in the ever-changing healthcare arena.


    Position Responsibilities:

    Customer Support & Order Management:
    • Field inbound customer communications, promptly responding to inquiries and resolving issues effectively.
    • Keep customers informed about the status of inquiries and orders.
    • Process customer orders received through various channels, verifying accuracy and completeness of order details.
    • Check inventory availability and allocate items for fulfillment.
    • Initiate fulfillment process, arrange shipment logistics, and provide customers with order tracking information.
    • Issue return authorizations and manage returns, refunds, or replacements.
    • Maintain accurate records in the system for all orders, transactions, and communications.


    Facility Client Services & Sales Support:
    • Conduct outbound calls and reviews of client Electronic Medical Records to update recurring orders for existing patients, ensuring attainment of required documentation for coverage.
    • Manage reoccurring order updates for enteral products, wound care products, ostomy, urological, and trach products, ensuring attainment of required documentation for coverage.
    • Build client relationships and conduct necessary research for uncovering new patients, and insurance coverage opportunities.
    • Assist in preparing quotes, product specs, and other administrative tasks for customers.
    • Manage and update CRM systems to ensure accurate and up-to-date records.
    • Assess and qualify leads, and support sales in moving quotes, orders, and deals forward.


    What We’re Looking For

    • Kind, friendly attitude.
    • Proactive, a positive thinker.
    • Energetic, with a strong work ethic.
    • Organized with high attention to detail.
    • Professional and courteous demeanor.
    • Excellent verbal and written communication skills.
    • Ability to work effectively in a team.
    • Excellent customer service skills.


    Qualifications for Success

    • High School Diploma or GED required.
    • Associate or bachelor’s degree, preferred.
    • 2 – 5 years of customer service experience highly preferred.
    • Experience in the medical field, a plus.
    • Knowledge of Medicare, Medicaid and third-party insurances, a plus.


    ✔️
    Benefits

    • Competitive starting pay
    • Health, Dental, and Vision Insurance
    • 401K with company match
    • PTO, Vacation and Paid Holidays


    Compensation

    • $20.00 - $23.00, per hour dependent on experience


    Location

    • Niagara Falls/Wheatfield, NY
  • 5 Days Ago

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Banking Call Center Representative
  • TEKsystems
  • Williamsville, NY FULL_TIME
  • Aston Carter has partnered with a local bank, looking to hire customer service representatives for their local branchDescription:Field inbound calls from customers calling into the client's service ho...
  • 21 Days Ago

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Banking Customer Service Representative
  • TEKsystems
  • Williamsville, NY FULL_TIME
  • Aston Carter has partnered with a local bank, looking to hire customer service representatives for their local branchDescription:Field inbound calls from customers calling into the client's service ho...
  • 21 Days Ago

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Senior Conversational Banking Representative
  • HSBC
  • Buffalo, NY FULL_TIME
  • Job description Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opport...
  • Just Posted

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Team Lead - Client Services
  • Avalon Document Services
  • Buffalo, NY FULL_TIME
  • Avalon opened in 2000 with three people in Syracuse, NY, providing high-quality legal copy services. Today, we’re way more than just legal copy pros. Our team of 200 – located across the U.S. in eight...
  • 1 Month Ago

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Banking Call Center Agent
  • Capital Management Services
  • Amherst, NY FULL_TIME
  • Capital Management Services (CMS) is located in the Amherst/Williamsville, New York area and specializes in 1st party collections and reminder calls for a well-known bank. CMS is a well-respected and ...
  • 9 Days Ago

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0 Client Services Representative (Banking), Sr. jobs found in Buffalo, NY area

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Afterhours Operations Rep
  • Coyote Logistics
  • Buffalo, NY
  • Coyote Logistics is a leading global third-party logistics provider that has moved the industry forward with expertise a...
  • 3/28/2024 12:00:00 AM

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Patient Access Representative Associate
  • Allina Health Systems
  • Buffalo, NY
  • Number of Job Openings Available: 1 Date Posted: March 20, 2024 Department: 16008948 RCM Buffalo Patient Access Shift: D...
  • 3/28/2024 12:00:00 AM

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Supervisor, Mobile Customer Service
  • Spectrum
  • Buffalo, NY
  • Job Description AT A GLANCE If you are a leader who wants to influence culture, drive results, support employee growth, ...
  • 3/28/2024 12:00:00 AM

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Remote Commercial Collections Associates
  • Greenberg, Grant & Richards, Inc.
  • Buffalo, NY
  • Job Description Job Description Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection fi...
  • 3/28/2024 12:00:00 AM

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Client Services Assistant (Remote)
  • N&A Enterprises and Solutions
  • Buffalo, NY
  • A love of travel attracts many people to the field, but to succeed, a Remote Client Services Assistant must be passionat...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • Speed Global Services
  • Buffalo, NY
  • Number of hires for this role 1 **Qualifications** + High school or equivalent (Preferred) **BenefitsPulled from the ful...
  • 3/25/2024 12:00:00 AM

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Travel CT Technologist - $3,088 per week
  • TRS Healthcare
  • Buffalo, NY
  • Ardor Health Solutions is seeking a travel CT Technologist for a travel job in Buffalo, New York. Job Description & Requ...
  • 3/25/2024 12:00:00 AM

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Patient Registration Rep.
  • Community Health Center of Buffalo
  • Buffalo, NY
  • Summary: A successful Patient Service Representative possesses tremendous interpersonal skills, enabling them to provide...
  • 3/24/2024 12:00:00 AM

Buffalo is the second largest city in the U.S. state of New York and the largest city in Western New York. As of July 2016[update], the population was 256,902. The city is the county seat of Erie County and a major gateway for commerce and travel across the Canada–United States border, forming part of the bi-national Buffalo Niagara Region. The Buffalo area was inhabited before the 17th century by the Native American Iroquois tribe and later by French settlers. The city grew significantly in the 19th and 20th centuries as a result of immigration, the construction of the Erie Canal and rail tra...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$45,928 to $58,209
Buffalo, New York area prices
were up 1.5% 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