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

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
  • Casella Waste Systems, Inc.
  • Rutland, VT FULL_TIME
  • Position Summary

    The Client Services Representative communicates with commercial and large industrial companies across the United States and Canada, building relationships, while managing the facilities waste and biproducts into various outlets. The individual understands their dedicated accounts business and assist in determining which of our waste and recycling services will create the most efficient and cost-effective solution.

     

    We are currently considering candidates for all levels of the career path!!

    Key Responsibilities

    • Receives service requests via phone or email and obtains necessary information in order to execute a defined service and create work orders for the services.
    • Executes work orders in a timely fashion and assures that each work order contains complete and accurate information to execute and bill for the service.
    • Schedules service requests with necessary vendors and confirms that service has been completed.
    • Coordinates with the Sourcing Group to get pricing from haulers and end sites to compare pricing with other vendors necessary.
    • Communicates with customers to troubleshoot issues such as the need for equipment repairs, material that does not meet quality standards, additional service fees, etc.
    • Coordinates with and support accounts payable and receivable departments to ensure all services are billed.
    • Preschedules weekly service when possible and proactively contacts service locations when they are due for service and prior to holidays.
    • Communicates regularly with account managers about service for assigned customers including reviewing equipment repairs and repair changes; notifies customer/account manager of any reoccurring issues and participates in solving problems.
    • Participates in training and other learning opportunities to expand knowledge of the company, products, sales, and services and performs any other duties needed to help drive our vision, fulfill our mission, and/or abide by our core values.

    Career Path Definitions and Distinctions:

    Level 1: Has 0-2 years of progressively complex experience in the customer service field. Demonstrates knowledge in Casella’s business products and services as well as customer service and client relationship management. Can effectively manage assigned customer base, take calls from most customers without assistance, hand in daily work order report once reviewed, utilize problem solving skills to assess issues and ask for assistance when needed from team members, bulling specialist or account representatives.   

    Level 2: Has 2-3 years of progressively complex experience in the customer service and client relationship management field. Demonstrates knowledge and competence in several technical areas of customer service and client relationship management and can build strong relationships with home office and divisional employees at various levels within the organization. Cross-trained to handle all accounts from a customer service prospective, accuracy and notes with minimal billing issues, work order report reviewed by supervisor, ability to handle problems and/or direct to management with idea for resolution, handle all calls from any customer, reliable and able to work extra time as needed, manages customer base instead of being reactive (holiday prescheduling, managing overweight hauls). 

    Senior: 4 years of progressively complex experience in the customer service and client relationship management field. Demonstrates highly integrated knowledge and competence in several technical areas of customer service and client relationship management and can build strong relationships with home office and divisional employees at various levels within the organization. Assists with training, works with Client Service Manager on billing issues, takes on additional responsibilities and asks for additional projects, reviews daily work order reports of others, handles escalations and knows who and when will need to know of the issues, supervises the team when needed. Is extremely reliable and accurate.  

    Education, Experience & Qualifications

    The successful candidate will have a high school education, a demonstrated ability to work as part of a team in a collaborative environment and be legally eligible to work in the US. A bachelor’s degree, relevant sales certifications, 1-2 years of sales experience and background knowledge or interest in an environmental and/or sustainability field are preferred.

     

    Outstanding relationship management skills, excellent listening, communication and problem-solving skills and an ability to identify and develop sales opportunities are required. Demonstrated proficiency with Microsoft Office and a working knowledge of Microsoft Dynamic for CRM or similar software systems and related software are expected.

    Attributes

    Positive, team-oriented individual who is proactive, efficient, attentive has strong problem-solving skills and is results-oriented with the ability to see the larger picture while focusing on detailed information.  

    Benefits

    Medical, Dental, Vision, Life & Disability Insurance, Maternity & Parental Leave, Flexible Spending Accounts, Discounted Stock Program, 401K, Employee Awards, Employee Assistance Plan, Wellness Incentive, Tuition Assistance, Career Pathways, and More.

  • 15 Days Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Burlington, VT 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...
  • 2 Days Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Barre, VT 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...
  • 2 Days Ago

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Work From Home - Client Services Representative
  • Global Elite Texas
  • Rutland, VT 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...
  • 2 Days Ago

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Director of Client Services
  • Lund
  • South Burlington, VT FULL_TIME
  • For over 132 years, Lund has been harnessing hope and providing opportunities to help strengthen families and ensure a safe, secure and loving environment for all Vermont children. As a multi-service ...
  • 19 Days Ago

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Client Service Representative
  • Montpelier Veterinary Hospital
  • Montpelier, VT FULL_TIME
  • Our veterinary hospital in Montpelier, Vermont is seeking a candidate for a customer service representative. We are looking for a positive, enthusiastic, hard-working, detail-oriented person who likes...
  • 5 Days Ago

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Client Relations Representative
  • VISTA CHICAGO INC
  • Franklin Park, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 4/14/2024 12:00:00 AM

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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...
  • 4/14/2024 12:00:00 AM

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Client Relations Representative
  • NSD NEWCO
  • Boca Raton, FL
  • Description Description: The Client Relations Representative position is responsible for investigating and resolving com...
  • 4/14/2024 12:00:00 AM

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Client Relations Representative (44858)
  • Palmer Group
  • Clive, IA
  • Job Description Job Description Are you looking to join a reputable company and use your excellent relationship-building...
  • 4/14/2024 12:00:00 AM

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Client Relations Representative
  • RSP Events
  • Philadelphia, PA
  • Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marke...
  • 4/12/2024 12:00:00 AM

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Client Relations Representative
  • North Inc
  • Creve Coeur, MO
  • Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
  • 4/11/2024 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...
  • 4/11/2024 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...
  • 4/11/2024 12:00:00 AM

Vermont is located in the New England region of the Northeastern United States and comprises 9,614 square miles (24,900 km2), making it the 45th-largest state. It is the only state that does not have any buildings taller than 124 feet (38 m). Land comprises 9,250 square miles (24,000 km2) and water comprises 365 square miles (950 km2), making it the 43rd-largest in land area and the 47th in water area. In total area, it is larger than El Salvador and smaller than Haiti. It is the only landlocked state in New England, and it is also the easternmost and the smallest in area of all landlocked sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$46,288 to $58,663

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