Client Services Representative (Banking), Sr. jobs in Petaluma, CA

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
  • TruVet Specialty and Emergency Hospital
  • Petaluma, CA FULL_TIME,PART_TIME
  • The CSR will work closely with the veterinary staff and all other departments within the hospital as well as with clients. Primary responsibilities will include scheduling appointments, providing hospitalized pet updates to clients, cashiering, and medical record maintenance. These duties include, but are not limited to:

    • Answering phone calls and documenting conversations in patient's charts.
    • Assisting veterinary staff in scheduling appointments and procedures
    • Helping to facilitate cases/admits/transfers from referral veterinarians
    • Communicating with clients regarding updates, appointments, and estimates
    • Entering client and veterinarian information into the electronic medical record
    • Delivering messages to doctors and clients effectively and in a timely manner
    • Cashiering
    • Showing clients and their pets to the exam rooms
    • Confirming appointments and client call backs
    • Maintaining cleanliness of the front offices, exam rooms and reception
    • The ideal candidate should possess the following traits and skills:
    • Reliable
    • Clear communication skills
    • Problem solving skills
    • Follow through*
    • Customer service skills
    • Ability to multitask
    • Team player
    • Ability to prioritize
    • Ability to maintain focus in a busy and noisy environment
    • Flexible
    • Proactive with a great sense of initiative
    • Able to follow directions
    • Compassionate, easy to approach and pleasant
    • Attention to detail*
    • Computer literate

    Job Type : Full-time. Salary is commensurate with experience

    Experience: Interested candidates should have familiarity with Windows based computer programs, handling financial transactions, and routing phone calls. It is preferred that persons have a minimum of 1-year customer service-related experience and a high school diploma or G.E.D.

    **Minimum 2 years of veterinary client service experience is required, emergency/specialty experience is preferred**

    We are hiring for day, swing, and weekend positions

    Job Types: Full-time, Part-time

    Pay: $18.00 - $25.00 per hour

    Benefits:

    • Employee discount
    • Health insurance
    • Paid time off

    Schedule:

    • Holidays
    • Overtime
    • Weekends as needed

    Education:

    • High school or equivalent (Preferred)

    Experience:

    • Customer service: 2 years (Required)
    • Veterinary experience: 1 year (Required)

    Work Location: In person

  • Just Posted

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Client Services Director
  • Solarius
  • Petaluma, CA FULL_TIME
  • General Description Client Services Director must have expertise formulating and instituting policies, procedures, and controls to assure efficient aircraft management for Solairus Aviation’s nationwi...
  • 16 Days Ago

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Client Services Coordinator
  • Premier Talent Partners
  • Novato, CA FULL_TIME
  • Job Duties Responsible for processing and resolving client requests/inquiries Maintain company database/CRM Conduct outreach to maintain strong relationships with client base Identify services to supp...
  • 27 Days Ago

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Member Services Representative
  • Planet Fitness - Redding
  • Petaluma, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 7 Days Ago

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Member Services Representative (Weekends)
  • Planet Fitness - Redding
  • Petaluma, CA PART_TIME
  • Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective mem...
  • 7 Days Ago

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Patient Services Representative Bilingual (Call Center Representative)
  • Marin Community Clinics
  • Novato, CA FULL_TIME
  • Overview Marin Community Clinics, founded in 1972, is today, a multi-clinic network with a wide array of integrated primary care, dental, behavioral, specialty and referral services. As a Federally Qu...
  • 1 Month Ago

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0 Client Services Representative (Banking), Sr. jobs found in Petaluma, CA area

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Client Service Representative
  • Eastlouisvilleanimalhospital
  • Fairfield, CA
  • Create change in the veterinary community Are you passionate about improving the lives of all people and pets? So are we...
  • 4/24/2024 12:00:00 AM

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Client Service Representative
  • VCA Animal Hospitals
  • Benicia, CA
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Anima...
  • 4/23/2024 12:00:00 AM

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Client Service Representative - Relief
  • Eastlouisvilleanimalhospital
  • Fairfield, CA
  • Create change in the veterinary community Are you passionate about improving the lives of all people and pets? So are we...
  • 4/23/2024 12:00:00 AM

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Client Service Representative
  • Solano-Napa Pet Emergency Clinic
  • Fairfield, CA
  • Description Position at Solano-Napa Pet Emergency Clinic Client Service Representative Reports To: Hospital Director Dep...
  • 4/22/2024 12:00:00 AM

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Client Service Representative - Relief
  • Solano-Napa Pet Emergency Clinic
  • Fairfield, CA
  • Description Position at Solano-Napa Pet Emergency Clinic Client Service Representative Reports To: Hospital Director Dep...
  • 4/22/2024 12:00:00 AM

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Work From Home Client Relations Representative
  • INDI Staffing Services
  • San Francisco, CA
  • 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

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Work From Home Client Relations Representative
  • Indi Staffing Services
  • San Francisco, CA
  • 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

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Client Services Associate
  • Harrison Gray Search & Consulting
  • San Francisco, CA
  • Harrison Gray Search has partnered with a San Francisco-based private investment office seeking an Associate on their Cl...
  • 4/20/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$52,894 to $67,035
Petaluma, California area prices
were up 2.5% 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