Client Services Representative (Banking) jobs in Ontario, CA

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
  • Promotional Fulfillment Services
  • Ontario, CA FULL_TIME
  • Company Overview

    Promotional Fulfillment Services, Inc. (PROMOFILL) is a leading provider of e commerce fulfillment, retail product distribution, marketing support and supply chain services. Our core competencies include integrated fulfillment and customer care services for product, literature, promotional and point-of-sale distribution needs. We are a leading provider in these service areas because of the dedication of our people, the technology we invest in and the commitment we have in each and every client.

    Position Overview

    The right person for this position will be responsible for daily communications with our fulfillment clients by performing all customer service and account management duties, including order fulfillment, status, tracking, project management and inventory management, etc. This person will urgently provide answers to client needs with timely responses; proactively participates in a company “team” approach; and effectively communicates client needs and priorities with internal team members.

    Essential Job Functions

    • Demonstrate responsiveness, ownership, accuracy and integrity in all communication ensuring one-contact resolution and customized service.
    • Proficiently place orders, set up new accounts, and research distributor and customer order inquiries.
    • Perform any other work-related assignments as requested by Manager, to assist Customer Support.
    • Display an excellent knowledge of all services including capabilities, availability and turnaround times. Know where to access additional information as requested.
    • Understand and be able to explain the reason behind company policies, procedures, programs, and services.
    • Communicate general information on PROMOFILL and our services.
    • Interact with our sales and management teams on new opportunities and new client implementations.
    • Ability to create and enforce SOP’s for current and future client needs.
    • Ensure that PROMOFILL clients continue to have unparalleled confidence in the services we provide. Responsibility is to make sure every client is reference able and totally satisfied with the services Promofill provides.

    Non-essential Job Functions

    • Back up shipping department when needed
    • Assist with hosting client meetings and internal staff trainings
    • Collaborate with operations, shipping, finance and sales & marketing departments as needed.

    Requirements

    • Excellent customer relation skills
    • Two years of post high school education preferred
    • Minimum of three (3) years customer service experience; previous experience in fulfillment customer service a plus
    • Advanced computer, keyboard, and typing skills required-skill tests for MS Word, Excel, math, inventory control, and English composition will be given
    • Ability to build relationships with clients
    • Excellent interpersonal skills with a strong ability to personalize and customize individual contacts
    • Excellent written and oral communication skills
    • Team player
    • Strong ability to understand the big picture in order to offer solutions rather than dead ends
    • Excellent multi-tasking skills
    • Excellent organizational skills
    • Self-motivated with strong work ethic, high sense of urgency, and dedication to customer satisfaction
    • Eager to learn new concepts
    • Innovative, creative problem solver and fact finder
    • Must be punctual and reliable

    Promotional Fulfillment Services, Inc. is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, ancestry, marital or veteran status.

  • 20 Days Ago

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Client Services Representative
  • Promotional Fulfillment Services
  • Mira Loma, CA FULL_TIME
  • Company Overview Promotional Fulfillment Services, Inc. (PROMOFILL) is a leading provider of e commerce fulfillment, retail product distribution, marketing support and supply chain services. Our core ...
  • 2 Months Ago

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Client Services Representative
  • NVA
  • MUrrieta, CA FULL_TIME
  • Description & Requirements Job description • Must have 1 year of veterinary experience. Friendly, compassionate and professional • Excellent communication and customer service skills with client, doct...
  • 15 Days Ago

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Client Support Services Counselor
  • ChildNet Youth and Family Services
  • Riverside, CA FULL_TIME
  • ChildNet Youth and Family Services is currently recruiting for a Client Support Services Counselor (CSSC) for our Inland Empire (IE) Behavioral Health Services program located in Riverside, CA.IE Beha...
  • 2 Months Ago

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Client representative
  • Coastal Community Solutions
  • Rancho Cucamonga, CA FULL_TIME
  • We are in search of dynamic and ambitious candidates who possess exceptional interpersonal skills to join our uniquely individualistic team. If you're enthusiastic, competitive, and enjoy engaging wit...
  • 3 Days Ago

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Client Services Manager
  • Aflac
  • Montclair, CA FULL_TIME
  • *New! Does your current job keep you always on the go? Get to know Aflac from the comfort of your home! Aflac is proud to now offer virtual interview opportunities at all locations nationwide.* *Job D...
  • 21 Days Ago

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0 Client Services Representative (Banking) jobs found in Ontario, CA area

Ontario is a city located in southwestern San Bernardino County, California, 35 miles (56 km) east of downtown Los Angeles and 23 miles (37 km) west of downtown San Bernardino, the county seat. Located in the western part of the Inland Empire metropolitan area, it lies just east of Los Angeles County and is part of the Greater Los Angeles Area. As of the 2010 Census, the city had a population of 163,924, up from 158,007 at the 2000 census, making it the county's fourth most populous city after San Bernardino, Fontana, and Rancho Cucamonga.[not verified in body] The city is home to the Ontario ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$42,386 to $56,336
Ontario, California area prices
were up 3.0% from a year ago