Client Services Representative (Banking), Sr. jobs in Saint Petersburg, FL

At Columbia Acquisitions, our sole focus is delivering notable services to our clients and customers. Our Client Services Representative plays an integral part in our eminent efforts. We are a diverse team working together to ensure a positive and exhilarating experience for not only our Client Services team but all our clients and customers as well.

We provide the necessary resources for our Client Services Representative to be successful. We inspire and support a motivating environment that encourages professional growth from entry-level positions to management roles on our team. Career possibilities are limitless with Columbia Acquisitions. As a Client Services Representative, you will have the ability to optimize your experience with training in all departments of our firm.

Client Services Representative Responsibilities:

• Work directly with other Client Services Representatives and Management staff to provide accurate information and superior customer service contributes

• Deliver extraordinary client care by responding to concerns knowledgeably and providing a consistent and exceptional client experience

• Establish accounts, review and accurately enter order information, and handle confidential client information

• Meet or exceed daily business goals and expectations to increase profit margins and sales revenue

• Ensure that clients have a positive experience by exhibiting prideful behaviors, collaboration, and an enthusiastic, positive attitude.

• Educate clients on product features, values, and any deals or promotions

Client Services Representative Requirements:

• 1-2 years of customer service or sales experience

• High school Diploma / GED

• Effective and persuasive communication and negotiation skills

• Goal-oriented and resourceful

• Trustworthy and Reliable: Ability to handle confidential and sensitive information

• Exceptional organizational and time-management skills

• Immaculate decision making and problem-solving abilities

• Passion for building customer loyalty through remarkable listening, relationship building, and strong written and verbal communication

Job Type: Full-time

Pay: $45,000.00 - $52,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Work Location: In person