Client Services Representative (Banking), Sr. jobs in Wichita Falls, TX

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)

R
CCAS Client Services Specialist
  • Rolling Plains Management Corporation Of Baylor...
  • Wichita Falls, TX FULL_TIME
  • Rolling Plains Management Corporation is seeking a qualified candidate to fill our Client Services Specialist position in our Wichita Falls Texas Workforce Child Care Services Program Office. This is a full-time hourly position that reports directly to the Client Services Manager. The normal work hours are Monday- Friday 8:00am-5:00pm but could vary depending on heavier workloads or trainings/meetings. This position entails mainly specific tasks that are mostly routine in nature but require the ability to work with others to accomplish goals and objectives.

    Workforce Solutions Child Care provides financial assistance to eligible low-income families for child care services. Workforce Solutions Child Care also provides the public with information about choosing quality child care and assists families to locate other community resources as needed. The program also works to improve the quality of child care in the region by providing training and training resources to early childhood programs.

    The Client Services Specialist determines eligibility for families requesting services. The Client Services Specialist assesses the family’s child care needs and follows current eligibility guidelines to enroll the family in child care services. This position is responsible for all paperwork, data entry, and file management of assigned cases. The Client Services Specialist must be able to perform the job duties with a positive attitude and serve current and prospective clients in a professional manner. To perform this job successfully, an individual must be able to perform each essential job function listed below satisfactorily.

    Essential Job Functions

    • Accept and coordinate referrals for child care.
    • Accurately determine eligibility of families for service and maintain appropriate eligibility documentation.
    • Provide information relative to quality child care to assist parents in making informed choices of child care arrangements.
    • Enter client information into the automated system.
    • Accurately communicate program information to the parent, educate parents about their rights and responsibilities, respond to parent complaints, and assure that the needs of parents and children are met.
    • Track and process client redeterminations.
    • Terminate child care services as needed.
    • Maintain a high level of client satisfaction with conflict resolution, advocacy, and exemplary customer service practices.
    • Enroll eligible children for services.
    • Promote and ensure parental compliance with terms of the Personal Responsibility Agreement involving sanctions as warranted.
    • Ensure Parental Choice.
    • Authorize payments to eligible SACC providers with appropriate documentation.
    • Assess parent share of costs accurately.
    • Maintain adequate documentation in each client file to support changes, manage intake, and referrals for special direct child care programs and initiatives.
    • Maintain knowledge of current eligibility guidelines, funding guidelines, and departmental policies; apply guidelines and policies to individual cases.
    • Communicate the waiting list process to clients.
    • Maintain a productive work environment.
    • Notify your supervisor of any real or perceived problems.
    • Ensure confidentiality of clients, potential clients, children, and co-workers.
    • Focus on self-growth and continuous improvement.
    • Ensure that clients of all races, religions, family backgrounds and cultures are treated with respect and consideration.
    • Establish, maintain, and foster positive and harmonious working relationships.
    • Arrive at work, on time, ready to work scheduled hours.
    • Must be aware of the legal and professional responsibilities about reporting suspected child abuse and neglect by parents, staff members, and others, in accordance with the provisions of Federal, State, or local law.

    Other Responsibilities or Job Requirements

    • Refer suspected fraud or misuse of funds to immediate supervisor or other management...
    • Ensure that any on-the-job accidents are reported immediately and followed-up with appropriate forms.
    • Ensure work time is submitted accurately and timely in payroll system.
    • Comply with Quality Assurance staff’s deadlines and instructions for case file corrections.
    • Attend meetings, trainings, and workshops as specified by management.
    • Work effectively and efficiently in a deadline driven atmosphere.
    • Communicate positively with parents, primary caregivers, and child care providers.
    • Work independently and cooperatively, using good time management skills and flexibility.
    • Use all basic office equipment in an efficient and effective manner.
    • Make accurate math calculations.
    • Keep work area clean and well maintained.

    Rolling Plains Management Corporation offers an excellent benefit package to including medical, dental, vision, and life insurance coverage at no cost to the employee, with voluntary benefits to include Critical Illness, Accident, Long Term Disability and Life insurance. The company also offers a matching 401K plan, sick and vacation leave, and 14 paid holidays with an excellent team and work environment.

    Rolling Plains Management Corporation is an equal opportunity employer.

    Qualifications

    • Bachelor’s degree with course work in child development, early childhood education or closely related field OR High School diploma / GED with a minimum of three years work experience in a Workforce Solutions Child Care position or similar customer service position working with low-income families.
    • Previous eligibility determination experience helpful.
    • Strong interpersonal skills required.
    • Bilingual (English/Spanish) helpful.
    • Excellent communication and organizational skills required.
    • Ability to communicate effectively with all levels of employees and management, both orally and in writing using professional business language, while paying close attention to spelling and grammar.
    • Ability to balance a variety of duties, prioritize, and meet deadlines.
    • Ability to communicate effectively with clients, other team members, and management.
    • Must have experience working in Microsoft Office Suite.
    • Ability to understand and carry out instruction and procedures with normal supervision.
    • Available for a light amount of night and weekend work.
    • Ability and desire to work with a diverse population and low-income individuals required.
    • Must be willing to take and pass a drug/alcohol test and comply with the “Drug Free”: Agency Policy
    • Must be able to pass regular criminal history checks.
    • Must possess ability to provide reliable transportation capable of regional travel.
    • Must possess and maintain valid Texas motor vehicle operator’s permit of appropriate classification and endorsement as required. Must agree to maintain a satisfactory MVR and minimum requirement of insurability as required by law. MVR background checks may be conducted by the agency.

    Physical Demands

    • Ability to maintain physical condition and stamina appropriate to the performance of assigned duties and responsibilities which may include sitting, standing, walking, or riding in vehicle for extended periods of time, or other duties assigned.
    • Employee must be able to lift, push, pull, and/or move up to 25 lbs.
    • The physical requirements in an office environment may require lifting boxes of supplies or files, equipment, and occasional adjustment of office furniture.

    Work Environment

    • Possess ability to adapt to inclement weather conditions and/or situations.
    • Ability to drive, occasionally long distances within the region.
    • Noise level could be moderate to loud in work environment.
    • Ability to work in stressful environment and deal effectively with stress.
    • Ability to perform duties and adapt to flexible work schedules as established by management.
    • Working from home could be a requirement under extraordinary circumstances as established by management.

    Travel Requirements

    • Light to normal travel – occasional ability to travel for activities such as meetings, classes, and workshops in and out of the service area.
    • Must be able to travel by air as needed to attend training, conferences, and related activities.

    Rolling Plains Management Corporation is an equal opportunity employer.

  • 18 Days Ago

A
Client Service Representative - A Caring Heart Veterinary Hospital
  • A Caring Heart Veterinary Hospital
  • Wichita Falls, TX FULL_TIME
  • A Caring Heart Veterinary Hospital is excited to add a new member to our team! We are looking for an individual who is good at communicating, organization, and multi-tasking, and who is ready to work ...
  • 1 Month Ago

W
Guest Services Representative
  • Wing Zone | Army and Air Force Exchange Service
  • Sheppard AFB, TX FULL_TIME
  • GUEST SERVICE REPRESENTATIVE Each Employee Must: Be eligible to work under all Federal, State, and Local laws. Be neat and well groomed. Be pleasant and have an upbeat personality. Be dependable, reli...
  • 6 Days Ago

C
Member Services Representative
  • Crunch Fitness
  • Wichita Falls, TX FULL_TIME
  • The Member Services Representative (MSR) is the first and last interaction our members have at our facilities so they are the face of our operation! The MSR handles all preliminary guest questions and...
  • 1 Month Ago

U
Contact Center Financial Services Representative
  • Union Square Credit Union
  • Wichita Falls, TX FULL_TIME
  • DescriptionInterested in joining the Union Square team?Recently certified as a Great Place to Work®, Union Square offers competitive salaries and robust benefits, including credit union-paid medical &...
  • 19 Days Ago

P
Member Services Representative (Part Time)
  • Planet Fitness - TX/OK Group
  • Wichita Falls, TX PART_TIME
  • Job Summary The 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 me...
  • 29 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Client Services Representative (Banking), Sr. jobs found in Wichita Falls, TX area

M
Retail Sales Manager - Customer Service (Full-Time)
  • Michaels Stores, Inc.
  • Wichita Falls, TX
  • Store - WICHITA FALLS, TX Deliver a customer centric shopping experience by managing and delivering effective front-end ...
  • 4/23/2024 12:00:00 AM

H
Travel MRI Technologist - $2,622 per week
  • Hiring Now!
  • Wichita Falls, TX
  • Ardor Health Solutions is seeking a travel MRI Technologist for a travel job in Wichita Falls, Texas. Job Description & ...
  • 4/22/2024 12:00:00 AM

H
Travel CT Technologist - $1,987 per week
  • Hiring Now!
  • Wichita Falls, TX
  • Ardor Health Solutions is seeking a travel CT Technologist for a travel job in Wichita Falls, Texas. Job Description & R...
  • 4/22/2024 12:00:00 AM

E
Customer Service Clerk
  • Engineered Transportation International
  • Wichita Falls, TX
  • ** Customer Service Clerk** **Job Category****:** Manufacturing **Requisition Number****:** CUSTO002249 Showing 1 locati...
  • 4/22/2024 12:00:00 AM

A
Customer Service Quality Control Representative
  • American National Bank & Trust
  • Wichita Falls, TX
  • Job Description Job Description Description: GENERAL DESCRIPTION: The Deposit Customer Service Quality Control Represent...
  • 4/21/2024 12:00:00 AM

A
SERVICE ADVISOR
  • AUTO INC
  • Wichita Falls, TX
  • Job Details Job Location Toyota of Wichita Falls - Wichita Falls, TX Description Job Summary Communicate with and assist...
  • 4/19/2024 12:00:00 AM

R
Customer Service Associate
  • Raising Cane's Chicken Fingers
  • Wichita Falls, TX
  • **Customer Service Associate** Wichita Falls, Texas **BENEFITS** **Voluntary** * Dental * Vision * Supplemental Life Ins...
  • 4/19/2024 12:00:00 AM

H
Travel Occupational Therapist - $2,263 per week
  • Hiring Now!
  • Burkburnett, TX
  • Ardor Health Solutions is seeking a travel Occupational Therapist for a travel job in Burkburnett, Texas. Job Descriptio...
  • 4/19/2024 12:00:00 AM

Wichita Falls (/ˈwɪtʃɪtɑː/ WITCH-i-taw) is a city in and the county seat of Wichita County, Texas, United States. It is the principal city of the Wichita Falls Metropolitan Statistical Area, which encompasses all of Archer, Clay, and Wichita Counties. According to the 2010 census, it had a population of 104,553, making it the 38th-most populous city in Texas. In addition, its central business district is 5 miles (8 km) from Sheppard Air Force Base, which is home to the Air Force's largest technical training wing and the Euro-NATO Joint Jet Pilot Training program, the world's only multinationa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$42,607 to $53,999
Wichita Falls, Texas area prices
were up 1.2% 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