Client Services Representative (Banking), Sr. jobs in Chicago, IL

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)

Recently Added Client Services Representative (Banking), Sr. jobs

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Client Services Representative
  • ProCraft Cabinetry
  • Hillside, IL FULL_TIME
  • Client Services Representative 

    Summary of Position
    The Client Services Representative (CSR) will be responsible for processing orders diligently, timely, and accurately; as well as the scheduling of all incoming orders, both internal and external. The CSR will also execute administrative and sales-related responsibilities that relate to client relations management.

    Essential Job Functions and Responsibilities
    • Create and process orders with diligence and accuracy and send necessary quotes/drawings/receipts to the client in a timely manner.
    • Use proper grammar notation exhibiting concise, professional communication skills.
    • Detect any potential problems with the sales process and share with your manager to offer independent solutions and alternatives.
    • Maintain daily awareness of deadlines and responsibilities.
    • Effectively multi-task while maintaining clarity and proper prioritization management.
    • Communicate inventory statuses accurately to your clients.
    • Provide effective customer service via the phone, email, direct-interaction and fax.
    • Follow-up with clients after their order has been completed and gather feedback.
    • Answer your communications in a timely manner, giving undivided attention to the client.
    • Offer assistance and help the customer with inquiries.
    • Monitor and reply to online reviews about the business and report them to your manager.
    • Manage the reception area and keep it clean, as needed.
    • Other duties as assigned by your manager.
    Knowledge, Skills and Abilities
    Ability to meet deadlines, exhibit great attention to detail and communicate in a professional, concise manner is essential. A thorough understanding of standard business practices, problem-solving issues in a rapid environment and a clients-first attitude is necessary for success. Familiarity with cabinet fabrication, terminology or similar industry experience is highly preferred, but not required.

    Minimum Qualifications
    • Working knowledge of Microsoft Office products (Excel, Word, Power Point).
    • 1-3 years of related client service experience.
    • Understanding of basic software systems and products.
    • Proven communication skills.
    • Bilingual: Spanish or Mandarin is a major plus.
    Comments
    This job description in no way states or implies these are the only duties to be performed by the employee occupying this position.  The incumbent will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor or manager.
    This document does not create an employee contract, implied or otherwise other than an “at will” relationship.

  • 21 Days Ago
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Client Services Representative
  • NVA
  • Wheaton, IL FULL_TIME
  • Description & Requirements About Us: We are a 4-Doctor, AAHA Accredited, veterinary hospital providing comprehensive medical, surgical, and dental care. We provide care for a variety of pets including...
  • 22 Days Ago
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Client Services Representative
  • NVA
  • Lombard, IL FULL_TIME
  • Description & Requirements Carriage Animal Hospital is seeking passionate and dependable individuals who are interested in client and patient services to add to our growing practice! The primary job f...
  • 1 Day Ago
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Client Services Representative
  • NVA
  • Plainfield, IL FULL_TIME
  • Description & Requirements The Animal Care Center Plainfield is seeking energetic individuals to join our team as Customer Service Representatives. *SEEKING INDIVIDUALS WITH OUTSTANDING CUSTOMER SERVI...
  • 6 Days Ago
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Client Services Representative
  • Carriage Animal Hospital
  • Lombard, IL FULL_TIME
  • Carriage Animal Hospital is seeking passionate and dependable individuals who are interested in client and patient services to add to our growing practice! The primary job for a client service Represe...
  • 10 Days Ago
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Client Services Representative
  • NVA
  • Chicago, IL FULL_TIME
  • Description & Requirements Do you have a hydroflask and know what totchos are? Then you just might fit in with our family! At Portage Park Animal Hospital, we believe in teamwork, having each other’s ...
  • 10 Days Ago
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0 Client Services Representative (Banking), Sr. jobs found in Chicago, IL area

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Client Relations Representative (Remote)
  • N&A Enterprises and Solutions
  • Chicago, IL
  • A client relations Represenative is responsible for managing and maintaining relationships with clients, ensuring their ...
  • 4/26/2024 12:00:00 AM
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Client Service Representative
  • Pierre Strand
  • Elk Grove Village, IL
  • Are you on the lookout for your next thrilling career opportunity in the world of sales? Look no further, as your journe...
  • 4/26/2024 12:00:00 AM
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Client Relations Representative
  • VISTA CHICAGO INC
  • Oak Brook, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 4/25/2024 12:00:00 AM
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Client Service Representative
  • Stellar
  • Oak Park, IL
  • Client Service Representative (Customer Service & Sales) If you have experience in customer service, retail sales, food ...
  • 4/25/2024 12:00:00 AM
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Client Service Representative
  • March Animal Hospital
  • Arlington Heights, IL
  • We are looking for a customer-oriented service representative for a busy veterinary hospital! We believe that the best C...
  • 4/25/2024 12:00:00 AM
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Client Service Representative
  • Stellar
  • Oak Park, IL
  • Job Description Job Description Client Service Representative(Customer Service & Sales)If you have experience in custome...
  • 4/24/2024 12:00:00 AM
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Client Service Associate (Temporary)
  • Wintrust Financial
  • Chicago, IL
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 4/23/2024 12:00:00 AM
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Client Service Representative
  • Old National Bank
  • Blue Island, IL
  • Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar...
  • 4/23/2024 12:00:00 AM
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About Chicago, Illinois

Chicago (/ʃɪˈkɑːɡoʊ/ (listen), locally also /-ˈkɔː-/), officially the City of Chicago, is the most populous city in Illinois, as well as the third most populous city in the United States. With an estimated population of 2,716,450 (2017), it is the most populous city in the Midwest. Chicago is the principal city of the Chicago metropolitan area, often referred to as Chicagoland, and the county seat of Cook County, the second most populous county in the United States. The metropolitan area, at nearly 10 million people, is the third-largest in the United States, and the fourth largest in North A...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$49,496 to $62,730
Chicago, Illinois area prices
were up 0.8% from a year ago
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What does a Client Services Representative (Banking), Sr. do?

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