Client Services Representative (Banking) jobs in Orange, 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 I
  • Capital Group
  • Costa Mesa, CA FULL_TIME
  • "I can succeed as a Client Services Representative at Capital Group."

    As one of our Client Services Representatives, you'll take high-volume inbound phone calls from shareholders, financial professionals , and internal colleagues. You'll help callers feel comfortable and supported while they're making significant financial decisions. You'll relay complex, ever-changing information about mutual funds and financial service regulations. You'll build trust in these interactions by learning new concepts and researching information in real-time to provide solutions.

    You don't need any previous experience or knowledge in investment management to thrive in this job. We'll teach you everything you need to know, which makes this a perfect starting point to launch your career with Capital Group. This position will be starting on June 3, 2024 .

    "I am the person Capital Group is looking for."

    • You have customer service experience in any industry and enjoy talking to people over the phone.


    • You're a tech-savvy problem solver. You can research and resolve customer questions quickly, working across multiple systems throughout the day.
    • You've taken on challenging customer interactions with patience, empathy , and composure, knowing when to take ownership and when to escalate client concerns.
    • You're open to working overtime hours, as needed.


    Orange County Base Salary Range: $44,350-$70,960

    In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

    You can learn more about our compensation and benefits here .

    We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

     

  • Just Posted

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Client Services Representative I
  • Capital Group
  • Orange, CA FULL_TIME
  • "I can succeed as a Client Services Representative at Capital Group." As one of our Client Services Representatives, you'll take high-volume inbound phone calls from shareholders, financial profession...
  • Just Posted

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Client Services Representative I
  • Capital Group
  • Irvine, CA FULL_TIME
  • "I can succeed as a Client Services Representative at Capital Group." As one of our Client Services Representatives, you'll take high-volume inbound phone calls from shareholders, financial profession...
  • 13 Days Ago

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Business Development Representative
  • CLIENT GIANT
  • Irvine, CA FULL_TIME
  • DescriptionThe Business Development Representative is a business development sales position that consists of identifying employers with opportunities to adopt and/or improve employee care within their...
  • 1 Month Ago

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Sales Development Representative
  • CLIENT GIANT
  • Irvine, CA FULL_TIME
  • DescriptionThe Sales Development Representative is a business development sales position that consists of identifying employers with opportunities to adopt and/or improve employee care within their co...
  • 1 Month Ago

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Sr. Client Banking Officer
  • Pacific Western Bank
  • Irvine, CA FULL_TIME
  • Overview Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is o...
  • 20 Days Ago

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

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Client Services Representative
  • Company3/Method Studios
  • Los Angeles, CA
  • Company: Company 3 Position: Client Services Representative Location: Hollywood, CA *Pay Range: $18.00 USD hourly POSITI...
  • 3/28/2024 12:00:00 AM

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Client Services Representative I
  • Capital Group
  • Irvine, CA
  • "I can succeed as a Client Services Representative at Capital Group." As one of our Client Services Representatives, you...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Healthpointe
  • La Mirada, CA
  • Position title Client Service Representative Description **JOB SUMMARY:** Provides customer service support and maintena...
  • 3/27/2024 12:00:00 AM

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Client Services Associate
  • SPS North America, Inc
  • Santa Ana, CA
  • Job Details Level Experienced Job Location DBSA - Santa Ana, CA Position Type Full Time Salary Range $18.00 Job Category...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Olson Superior Plumbing
  • Lake Forest, CA
  • Job Description Job Description JOB DESCRIPTION Olson Superior Plumbing is in search of an experienced and driven Client...
  • 3/27/2024 12:00:00 AM

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Client Service Representative
  • Pierre Strand
  • Los Angeles, CA
  • Are you on the lookout for your next thrilling career opportunity in the world of sales? Look no further, as your journe...
  • 3/27/2024 12:00:00 AM

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Client Services Representative
  • Fulham
  • Job Responsibilities: •Provide the best level of service to our clients and sales agents, assisting all product and orde...
  • 3/27/2024 12:00:00 AM

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Client Services Representative
  • Adeedo!
  • Los Angeles, CA
  • Job Description Job Description ADEEDO/JW has an immediate need for a Career- Minded, Enthusiastic Client Services Repre...
  • 3/26/2024 12:00:00 AM

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$44,327 to $58,925
Orange, California area prices
were up 3.0% from a year ago