Client Services Representative (Banking), Sr. jobs in Nashville, TN

LaSalle Network is working with a fin-tech company in the Brentwood, TN area who is looking to add a Client Services Representative to their team! This is a full time, temp to permanent role offering commission after conversion.

Enjoy a hybrid work schedule with Wednesdays onsite. If you are a professional with customer service / call center skills, that is collaborative, organized and that has multi-tasking skills, we want to hear from you! Join our client’s fun culture with company-wide contests and prizes.

Once permanent, Medical, Dental & Vision benefits are available the 1st month after hire, as well as automatic enrollment into our client’s 401k plan.

Enjoy virtual fitness classes offered company-wide, robust PTO offerings including : major holidays, vacation, sick, personal, & volunteer time, employee discounts with major providers (i.

e. wireless, gym, car rental, etc.) and philanthropic support with both local and national organizations.

Client Services Representative Responsibilities :

• Initiating contact with strategic vendors not yet engaged in the program, managing vendor queue, prioritizing calls, retiring non-participating vendors and ensuring timely campaign completion
• Inputting vendor and client data into specified databases, accurately documenting vendor contacts and acceptance status
• Analyzing enrollment metrics with clients, sales and project management teams
• Serving as an intermediary between vendors and clients, addressing payment concerns and negotiating terms
• Overcoming vendor objections by presenting alternative payment options
• Handling both inbound and outbound calls professionally
• Utilizing various applications to efficiently assist customers
• Demonstrating effective verbal and written communication with customers, colleagues and management
• Proficiently cross-selling additional products and services
• Directing calls to appropriate departments or personnel
• Providing customers with precise account information in a fast-paced environment
• Exhibiting strong interpersonal skills and teamwork awareness
• Managing multiple tasks including data input, probing, solution provision and navigating through different interfaces while employing basic customer satisfaction techniques
• Performing additional duties as required by business demands

Client Services Representative Requirements :

• High School Diploma or GED required; Bachelor’s Degree is preferred
• 1.5 years of high call volume experience
• 1 years previous experience in inside sales / telesales or sales support preferred
• Must be focused and detail-oriented, with the ability to handle multiple assignments promptly and effectively
• Must be able to manage time effectively and work independently without direct supervision
• Excellent level of personal organization with superior telephone etiquette, verbal and written communication skills, as well as customer service skills are required
• Analytical and general math skills are required
• Ability to react quickly and decisively to resolve customer issues
• Demonstrated ability to work calmly in a fast-paced team environment while effectively managing multiple projects
• Relies on extensive experience and judgment to plan and accomplish goals
• Proficiency in the use of Microsoft Office product suite, including Excel and Outlook are essential
19 hours ago