Client Services Representative (Banking) jobs in North Platte, NE

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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Insurance Client Services Representative
  • GTA Insurance Group
  • North Platte, NE FULL_TIME
  • Rosenberg Insurance, a Division of GTA Insurance Group is HIRING!!

    We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client Services Representatives play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and insurance carrier staff.

    Who we are:

    We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. We have a great work-life balance, and we pride ourselves on being community focused and family friendly.

    We recognize the importance of our employees health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.

    What you'll do:

    You'll build relationships in and out of the organization, by providing general agency support and support to the agency's clients. You'll be the first point of contact for clients, handling their day-today questions, and other support services. You will assist in the production of new accounts and the retention of existing accounts and provide prompt, efficient, high-quality service to designated accounts in support of Producer activities.
     
    1. Responsible for gathering the information and risk management recommendations for the renewal of designated accounts sixty days prior to renewal and for delivering renewal and/or binders for designated account, as needed, within five days of receipt.
    2. Conducts periodic service calls for designated accounts.
    3. Answers agency phone calls, orders supplies, and conducts general office administration.
    4. Maintains a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
    5. Receives phone calls and office visitors requesting quotes.
    6. Actively solicits increases in limits and/or coverages or rounding out accounts through sales to clients at every service contact.
    7. Makes minor policy changes for personal lines coverage as requested by the Agent.
    8. Assists with the everyday flow in the agency including emails, downloads, expiration notices and special projects.
    9. Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.
    10. Accounting and bookkeeping, as instructed by management.
    11. Performs other functions as assigned by management.

    What you'll need to succeed:

    You have excellent written and verbal communication skills, enjoy striving towards goals, attentive to the detail, flexible to adjust to the needs of the day/client, and are team oriented.

    Requirements:
    1. High School Diploma or equivalent
    2. Active Property & Casualty license or willing to obtain (materials and fees paid by GTA)
    3. Excellent communication skills both written and spoken
    4. Proficient in Microsoft Office
    5. High attention to detail
    6. Learn new technology quickly
    7. Flexible
    8. Team oriented
    Benefits:
    • Employer Paid Life & AD&D
    • Employer Paid Short- & Long-term disability
    • PTO
    • Paid Holidays
    • 401k with employer match
    • Voluntary Health, Vision, Dental and many other benefits!

    About Rosenberg Insurance, a Division of GTA Insurance Group:

    Headquartered in Grand Island, Nebraska, GTA Insurance Group is a leading full-service insurance agency providing property and casualty, life and health, employee benefits, and crop products and services. From offices located throughout Nebraska, GTA's vast network of specialists provides peace of mind on what matters most and helping our customers protect their legacies. For more information, please visit gtagroup.com.

  • 1 Month Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • Trenton, NE FULL_TIME
  • GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client S...
  • 1 Month Ago

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Retail Banking Services Coordinator - Nebraska and Kansas Territory
  • Adams Bank and Trust
  • North Platte, NE FULL_TIME
  • We're looking for an experienced retail banker who is team centric with proven management success to join our banking team! Directs and oversees all retail service delivery and daily operations for th...
  • 22 Days Ago

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Client Advisory Services Manager (CPA Required)
  • Guidant Financial
  • Sidney, NE FULL_TIME
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage...
  • 7 Days Ago

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Financial Services Representative II
  • First Interstate Bank
  • Sidney, NE FULL_TIME
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourSidney (NE) branch.What's Important to YouWe know your career is just...
  • 10 Days Ago

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Financial Services Representative
  • Adams Bank and Trust
  • Grant, NE FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. Signing Bonus May Apply This position is a combination of teller and personal banking responsibilitie...
  • 1 Month Ago

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0 Client Services Representative (Banking) jobs found in North Platte, NE area

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Deli General Manager
  • Pilot Company
  • North Platte, NE
  • Company Description Pilot Company is an industry-leading network of travel centers with more than 30,000 team members an...
  • 4/26/2024 12:00:00 AM

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Office Assistant
  • Mead Lumber
  • North Platte, NE
  • Mead Lumber Company, Inc. is a leading provider of products to professional contractors, construction builders and remod...
  • 4/26/2024 12:00:00 AM

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Travel Nurse RN - ICU - Intensive Care Unit - $2,252 per week
  • Hiring Now!
  • North Platte, NE
  • Medical Solutions is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in North Platte, Nebra...
  • 4/26/2024 12:00:00 AM

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Travel Physical Therapist - $1,876 per week
  • Hiring Now!
  • North Platte, NE
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in North Platte, Nebraska. Job Descriptio...
  • 4/24/2024 12:00:00 AM

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Travel Physical Therapy Assistant - $1,179 per week
  • GetMed Allied
  • North Platte, NE
  • MedPro Healthcare Allied Staffing is seeking a travel Physical Therapy Assistant for a travel job in North Platte, Nebra...
  • 4/24/2024 12:00:00 AM

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Travel Physical Therapist - $1,713 per week
  • PRN Healthcare
  • North Platte, NE
  • Supplemental Health Care is seeking a travel Physical Therapist for a travel job in North Platte, Nebraska. Job Descript...
  • 4/24/2024 12:00:00 AM

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Pest Control Route Manager - $20/hr
  • Orkin
  • North Platte, NE
  • Overview: $20/hr Want to Join the Best in Pests? Go Pro with Orkin. As an Orkin Pro, youll put the "pro in protecting wh...
  • 4/24/2024 12:00:00 AM

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Bilingual Customer Service Specialist (English & Spanish)
  • Sherwin-Williams
  • North Platte, NE
  • Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
  • 2/22/2024 12:00:00 AM

North Platte is a city in and the county seat of Lincoln County, Nebraska, United States. It is located in the southwestern part of the state, along Interstate 80, at the confluence of the North and South Platte Rivers forming the Platte River. The population was 24,733 at the 2010 census. North Platte is a railroad town; Union Pacific Railroad's large Bailey Yard is located within the city. Today, North Platte is served only by freight trains, but during World War II the city was famous for the North Platte Canteen. Tens of thousands[citation needed] of volunteers from North Platte and surrou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$36,340 to $48,305
North Platte, Nebraska area prices
were up 2.3% from a year ago