Client Services Representative (Banking), Sr. jobs in Colorado

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
  • Suveto
  • Broomfield, CO FULL_TIME
  • GENERAL PURPOSE:

    Provide high quality customer service that meets or exceeds the expectations of our clients. Support the doctors and support staff. Look for ways to continually improve the delivery of services to our clients to ensure that clients are treated with respect and compassion.

    ESSENTIAL JOB FUNCTIONS:

    • Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and signing visitors and vendors in.
    • Oversee the clinic flow.
    • Manage and assist client in the euthanasia paperwork process.
    • Discuss payment choices with clients.
    • Process Daily Estimate Report (Out Window CSR).
    • Assist with daily administrative duties such as printing schedules, pulling charts, filing, emailing medical records, distribute daily mail and purging charts in system.
    • Maintain knowledge of extension numbers to reach employees throughout the network.
    • Assist in emergency situations by expediting calls to triage staff members.
    • May require mentoring or overseeing students from various educational programs.
    • Perform other job duties as assigned.

    QUALIFICATIONS:

    • High School Diploma or equivalent required.
    • At least 1 year working within a customer service environment required.
    • Must be computer literate; basic computer skills with ability to navigate new software.
    • Excellent communication skills.
    • Ability to multi-task.
    • Ability to work well within a team environment.

    PHYSICAL DEMANDS:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
    Employee is required to: sit, stand, walk, talk, see, and hear.

    JOB DESCRIPTION REVIEW:

    The intent of this position description is to provide a representative summary of the major duties and responsibilities performed by incumbents of the position. Incumbents may be required to perform other job-related tasks other than those specifically presented in this description.
    I understand this job description and its requirements and that I am expected to complete all duties as assigned. I understand the job functions may be altered from time to time.
    I have noted below any accommodations that are required to enable me to perform these duties. I have also noted below any job responsibilities or functions, which I am unable to perform, with or without accommodation.



    Compensation: 17.00 -20.00
  • 17 Days Ago

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Client Services Representative
  • NVA
  • Golden, CO FULL_TIME
  • Description & Requirements We are looking for an exceptional Client Service candidate to join our team of dedicated and passionate people, who will excel at taking care of our clients and their belove...
  • 5 Days Ago

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Client Services Representative
  • NVA
  • Centennial, CO FULL_TIME
  • Description & Requirements CLIENT SERVICES REPRESENTATIVE About Us From general wellness and preventative care to advanced surgical procedures to specialty services like laser therapy and acupuncture,...
  • 5 Days Ago

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Client Services Representative
  • NVA
  • Golden, CO FULL_TIME
  • Description & Requirements We are looking for an exceptional Client Service candidate to join our team of dedicated and passionate people, who will excel at taking care of our clients and their belove...
  • 5 Days Ago

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Client Services Representative
  • NVA
  • Centennial, CO FULL_TIME
  • Description & Requirements CLIENT SERVICES REPRESENTATIVE About Us From general wellness and preventative care to advanced surgical procedures to specialty services like laser therapy and acupuncture,...
  • 5 Days Ago

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Client Services Representative
  • Suveto
  • Berthoud, CO FULL_TIME
  • Berthoud Animal Hospital, part of the Suveto network of hospitals is looking for an experiencedfull-time Client Services Representative to join our Team! We are proud to serve the Berthoud, CO area. A...
  • 6 Days Ago

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Client Relations Representative
  • Mid Atlantic Marketing
  • Fredericksburg, VA
  • Job Description Job Description We are seeking a Client Relations Representative to join our team! You will be responsib...
  • 4/24/2024 12:00:00 AM

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Executive Vice President, Chief Client Services Officer of IT
  • Federal Reserve Bank Of New York
  • Richmond, VA
  • Executive Vice President, Chief Client Services Officer of IT page is loaded Executive Vice President, Chief Client Serv...
  • 4/24/2024 12:00:00 AM

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Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM)
  • Enterprise Bank & Trust
  • Olathe, KS
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
  • 4/22/2024 12:00:00 AM

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Client Service Representative III
  • Brinks
  • Coppell, TX
  • Brinks Texas License #C00550 The Brink's name is a promise to respect the trust we've earned in over 150 years in busine...
  • 4/22/2024 12:00:00 AM

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Client Relations Representative
  • Tamirior Insights Inc
  • Apollo Beach, FL
  • Job Description Job Description Here at Tamirior Insights we commit to our clients and their goals, we have a strong vis...
  • 4/21/2024 12:00:00 AM

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Client Relations Representative
  • North Inc
  • Saint Louis, MO
  • Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
  • 4/21/2024 12:00:00 AM

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Client Relations Representative
  • Resilience Inc
  • Collierville, TN
  • Job Description Job Description Client Relations Representative Currently, we are hiring an Entry Level Client Relations...
  • 4/21/2024 12:00:00 AM

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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 ...
  • 4/21/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$48,128 to $60,995

Client Services Representative (Banking), Sr. in Pittsburgh, PA
Some employers hired workers with only a high school education and one or two years of experience in banking or finance.
January 12, 2020
Client Services Representative (Banking), Sr. in Newark, NJ
The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services.
January 17, 2020
Client Services Representative (Banking), Sr. in Tallahassee, FL
Knowledge of bank products and processes is preferred along with a strong client servicing background.  This is a fast-paced and challenging environment where strong analytical, organizational, and multi-tasking skills are necessary.
January 23, 2020