Client Services Representative (Banking), Sr. jobs in Gary, IN
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
- 1st Source Bank – Omnia Assessment 2nd Request
-
Kouts, IN
FULL_TIME
-
POSITION SUMMARY
Provides clients with friendly service and meets financial needs by completing transactions and uncovering other opportunities to promote additional services.
ESSENTIAL REQUIREMENTS- Processes banking center transactions, safe deposit, cash machine and vault balancing activities, following bank policies and procedures.
- Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.
- Opens personal accounts, CD’s and cross-sells bank services.
- Answers client inquiries and resolves less complex issues.
- Builds client loyalty; establishes client relationships, including addressing each client by name.
- Consistently delivers exceptional customer service to each and every client.
- Adheres to established bank policies, procedures and guidelines.
- Participates in retail sales programs to help meet personal and banking center goals.
- Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position.
- Provides transaction overrides and other assistance to less experienced CSRs on transaction processing and balancing as necessary.
- Assists Manager with audits, reporting and scheduling as requested.
- Responsible for the completion of all training related to the position.
- Understands all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS- Demonstrates appropriate levels of interpersonal skills for clients and staff members.
- Performs all other duties as assigned.
EXPERIENCE/SKILLS- Four (4) or more years of retail banking experience preferred.
- Customer service and sales oriented.
- High degree of attention to detail.
- Good written and verbal communication skills.
- Good PC skills – proficiency in Microsoft word and Excel essential.
- Ability to cross-sell bank products and services.
- Highly motivated.
- Ability to work in a team atmosphere.
- Ability to stand for prolonged periods of time.
- Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
- Ability to handle multiple tasks in a fast-paced environment.
EDUCATION
One (1) - three (3) years college preferred.
TRAVEL REQUIREMENTS
Ability to travel to all banking centers; as well as other locations for meetings, projects, training and seminars (as needed).
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 job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
- 20 Days Ago
- Global Elite Texas
-
Crown Point, IN
OTHER
- Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
- 11 Days Ago
- Flagstar Bank N.A
-
Monticello, IN
FULL_TIME
- Position Title Branch Banking - Client Consultant I Location Monticello North (Monticello, IN) Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and profes...
- 29 Days Ago
- Alverno Laboratories
-
Hammond, IN
FULL_TIME
- Central Laboratory - Client ServiceLocation: 2434 Interstate Plaza Dr., Hammond, IN 46324Shift: Variable Start Times; Weekend and/or Holiday Rotation; Rotating ShiftsFTE: 1.0WHY ALVERNOWe are a highly...
- 24 Days Ago
- Alverno Laboratories
-
Hammond, IN
FULL_TIME
- Central Laboratory - Client ServiceLocation: 2434 Interstate Plaza Dr., Hammond, IN 46324Shift: Midnights; Weekend and/or Holiday Rotation; Rotating ShiftsFTE: 1.0WHY ALVERNOWe are a highly reliable s...
- 1 Month Ago
- Alverno Laboratories
-
Hammond, IN
FULL_TIME
- WHY ALVERNO We are a highly reliable scientific organization building a culture of service. Our commitment advances the health, wellness and continuity of care in the communities we serve. We are one ...
- 30 Days Ago
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0 Client Services Representative (Banking), Sr. jobs found in Gary, IN area
- 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
- Old National Bank
-
Gary, IN
- 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
- BGSF
-
Chicago, IL
- Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their ...
- 4/22/2024 12:00:00 AM
- 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
- Indi Staffing Services
-
Chicago, IL
- Recognized as the leading software development company in the Americas, our client offers 100% remote modality and an ex...
- 4/21/2024 12:00:00 AM
- Stellar
-
Oak Park, IL
- Client Service Representative (Customer Service & Sales) If you have experience in customer service, retail sales, food ...
- 4/20/2024 12:00:00 AM
- L.A. Head Hunter
-
Chicago, IL
- Recognized as the leading software development company in the Americas, our client offers 100% remote modality and an ex...
- 4/20/2024 12:00:00 AM
- INDI Staffing Services
-
Chicago, IL
- Recognized as the leading software development company in the Americas, our client offers 100% remote modality and an ex...
- 4/20/2024 12:00:00 AM
About Gary, Indiana
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