Client Services Representative (Banking) jobs in Burlington, VT

Client Services Representative (Banking) 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) 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) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 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.

  • 2 Months Ago

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100% Work From Home - Client Services Representative
  • Global Elite Texas
  • Burlington, VT FULL_TIME
  • 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...
  • 11 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 ...
  • Just Posted

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Client Services Coordinator
  • BAYADA Home Health Care
  • Middlebury, VT FULL_TIME
  • BAYADA Home Health Care has an immediate opening for a Client Services Coordinator in our Rutland, VT Home Health Office. If you are looking for an exciting career opportunity in a growing industry, a...
  • 1 Month Ago

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Client Services Coordinator
  • BAYADA Home Health Care
  • Rutland, VT FULL_TIME
  • BAYADA Home Health Care has an immediate opening for a Client Services Coordinator in our Rutland, VT Home Health Office. If you are looking for an exciting career opportunity in a growing industry, a...
  • 1 Month Ago

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Client Services Coordinator
  • BAYADA
  • Middlebury, VT FULL_TIME
  • BAYADA Home Health Care has an immediate opening for a Client Services Coordinator in our Rutland, VT Home Health Office. If you are looking for an exciting career opportunity in a growing industry, a...
  • 1 Month Ago

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0 Client Services Representative (Banking) jobs found in Burlington, VT area

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Customer Service Specialist
  • Adapt Health LLC
  • South Burlington, VT
  • AdaptHealth Opportunity - Apply Today! At AdaptHealth we offer full-service home medical equipment products and services...
  • 3/28/2024 12:00:00 AM

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Customer Service Assistant
  • Adecco US, Inc.
  • Colchester, VT
  • Locally owned and rapidly growing Transportation Insurance Agency located in Colchester, VT is seeking a highly motivate...
  • 3/28/2024 12:00:00 AM

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Part-Time Customer Service Agent Burlington International Airport (BTV) - South Burlington, VT
  • United Ground Express
  • Burlington, VT
  • Job Description Part-Time Customer Service Agent Burlington International Airport (BTV) - South Burlington, VT - BTV0000...
  • 3/28/2024 12:00:00 AM

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FT Customer Experience Associate - Work From Home>
  • Alma
  • Burlington, VT
  • [Customer Service / Remote] - Anywhere in U.S. / $23 per hour / May 21st Start Date / Health, dental and vision / 401k /...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • National Seating & Mobility, Inc.
  • Burlington, VT
  • ** Customer Service Representative** **Job Category****:** Branch Administration **Requisition Number****:** CUSTO002414...
  • 3/27/2024 12:00:00 AM

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Flexible Customer Service Associate
  • Hertz
  • Burlington, VT
  • Job Description Hourly Rate: $20.00/hr + monthly incentive pay $500 Sign On Bonus! The Flexible Customer Service Associa...
  • 3/26/2024 12:00:00 AM

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Veterinary Receptionist
  • VCA Animal Hospitals
  • Ray Brook, NY
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Anima...
  • 3/25/2024 12:00:00 AM

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Store Customer Service Specialist
  • Sherwin-Williams
  • South Burlington, VT
  • This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
  • 3/11/2024 12:00:00 AM

Burlington is the most populous city in the U.S. state of Vermont and the seat of Chittenden County. It is located 45 miles (72 km) south of the Canada–United States border and 94 miles (151 km) south of Montreal. The city's population was 42,452 according to a 2015 U.S. census estimate. It is the least populous municipality in the United States to be the most populous incorporated area in a state. A regional college town, Burlington is home to the University of Vermont (UVM) and Champlain College, a small private college. Vermont's largest hospital, the UVM Medical Center, is located within t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$39,226 to $52,144
Burlington, Vermont area prices
were up 1.6% from a year ago