Client Services Representative (Banking) jobs in San Antonio, TX

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
  • NVA
  • San Antonio, TX FULL_TIME
  • Description & Requirements

    St. Francis Veterinary Hospital

     

    Client Service Specialist

    Job Summary

    The Client Service Specialist’s main responsibility is to provide exceptional client service while maintaining a smooth and efficient flow of clients and patients through the animal hospital.  More specifically, the Client Service Specialist is responsible for greeting clients, determining the needs of the clients and patients, and completing the check-in and check-out process. The position requires a practical knowledge of the clinic’s procedures and policies. The Client Service Specialist is expected to perform the office duties related to patient care and treatment and to assist the Hospital Manager and doctors as needed.

     

    This is a full time/ Part time position; scheduled days and hours may vary based on hospital need. Weekend work is possible. This position may require standing for long periods of time and some heavy lifting may be involved.

     

    The Client Service Specialist reports to the Hospital Manager and in his/her absence, the Managing doctor.

    Job Duties and Responsibilities

     

     

     

     

     

    Client Service: Before a Visit

              Professionally receives incoming calls on the telephone, using prescribed telephone techniques. Uses service excellence to address needs of perspective clients.

              Schedules client appointments and addresses client questions including calling clients back.

              Pulls patient charts for daily scheduled appointments and collects information to make necessary updates, including the creation of new charts, when appropriate.

              Follows established policy and procedures in scheduling clients for prompt treatment of ill and/or injured patients, as well as proper scheduling of patients in need of vaccinations, rechecks, surgeries, in hospital procedures, and other services that require the doctors and technicians’ time.

              Contacts clients with scheduled outpatient or pre-surgery appointments to remind them of the time and appointment requirements (for example, stool samples for fecals or withholding any food and water).

              Maintains appearance and cleanliness of the waiting room and reception area, including re-stocking of products, office supplies, client educational materials, hospital brochures, etc.

              Demonstrates basic emergency procedures and can give proper information on transporting the patient to the hospital.  Responsible for advising hospital staff about incoming emergencies.

              Demonstrates a full working knowledge of AVImark procedures and functional applications.

    Client Service: During a Visit

              Greets clients with a cheerful and professional attitude and makes them feel welcome during their entire time in the clinic. This includes assisting them in a timely manner and ensuring that someone is in contact with the client from arrival to departure. 

              After preparing patient’s chart, communicates with front technician as to the client’s needs, and follow through to be certain that the client’s needs are taken care of.

              Completes client check-ins and check-outs, preparing all required forms such as in-house patient and client forms, health certificates, euthanasia forms, vaccination certificates, handouts, rabies tags and certificates, consent and release forms, pre-surgery instruction sheets, etc.

              Schedules follow-up medical progress exams and/or appointments for additional healthcare as directed by a doctor.

              Assists emotional and/or grieving clients by escorting them to a private area. Demonstrates empathy for clients’ companion animals. Uses a variety of techniques shown in training, to reassure distressed pet owners.

              Completes all filing, including paid invoices, radiographs, lab reports, and correspondence.

              Invoices clients, collects fees, makes change, imprints credit card forms and obtains authorization for credit charges, following the credit policies of the hospital. Also counsels clients as to payment options, and helps clients to fill out any necessary paperwork such as Care Credit applications or promissory notes

     

    Client Service: Following a Visit

              Educates clients on products and services and responds to routine medical care questions (for example, vaccination schedules for puppies and kittens, worming, or flea treatment) in person or over the phone.

              Follows up with clients via phone after a patient visit/surgery or to schedule a doctor recommended treatment (This responsibility may be shared with a technician).

             Prepares and sends welcome letters, new client information packets, referral and thank you letters, condolences, long wait notes, and other correspondence for the doctors and/or Hospital Manager.

              Prepares client education packets and brochures and is responsible for making sure that all handouts are prepared and in stock, and ready for immediate distribution to clients

              Helps with client reminders for annual health assessments, parasite checks, dentistry, senior care, etc.

     

    Operational:

              Follows time clock procedures for clocking in and out at the start and end of the shift and reports to work on time for each shift.

              Ensures the front office is clean and tidy, maintaining a professional appearance at all times.

              Assists the Hospital Manager with special projects during slow times.

              Ensures there is a sufficient supply of hospital forms and office supplies and reorders the needed supplies on a timely basis, or notifies the Hospital Manager well in advance, so that inventory never runs out.

              Maximizes schedule based on Doctor and time needed for an appointment.

              Makes overdue reminder calls to clients.

              Assists Hospital Manager with additional clinic tasks as needed.

     

    Financial:

              Provides cost estimates and prepares client invoices while informing clients of credit policies and any outstanding balances.

              Enters charges accurately into the computer using appropriate codes and take client payments.

              Closes out and records credit card receipts daily.

              Prints daily and monthly computer reports and reconciliation.

              Balances out cash drawer at completion of day’s business, prepares bank deposits, runs end of day reports in AVImark, and runs back up tape to preserve computer data.

               

    Medical:

              Knowledge of medical terms and pharmaceutical names

              Performs over the counter sales of merchandise such as food and special diets, shampoos, flea and tick control products, heartworm, etc.  Demonstrates a technical knowledge of products and is capable of assisting clients with their product needs including medical products such as microchips and can assist with pet insurance

              Knowledge of patient breeds and temperaments

              Assists front technician in filling prescriptions with appropriate medication, providing routine instructions to owners on the proper administration of the medication.

              Assists the Exam Room Technician when necessary.  It may be necessary for this position to assume the technician’s responsibilities in her/his absence, therefore you must be familiar with many of the duties of this position.

              Conveys the clinic message related to Quality Patient Care and helps educate the client with non-medical patient care.

     

    Qualifications: Knowledge, Skills, and Abilities

    Knowledge:

              Telephone etiquette and Client Service Excellence

              Basic veterinary medical knowledge, including products and services, is desired

              English language and written skills required

              Familiar with the use of policies, reports, and form completion

    Skills:

              Excellent telephone skills

              Excellent oral and written communication skills

              Interpersonal skills including working in a team environment

              Handling difficult situations including emergencies

              Basic computer skills (Microsoft Office, E-mail, and AVImark experience preferred)

              Strong organizational skills with ability to multi-task and still attend to details

              Typing skills (accuracy)

              Payment handling and basic finance skills

    Abilities:

              Professional and courteous

              Flexible

              Willingness to learn

              Ability to remain calm under pressure

              Attention to detail

              Time management

              Works well in team and fast-paced environment

              Adherence to procedures and protocols

              Takes initiative

     

    Qualifications:

    Education/ Experience

              High school degree

              Bachelors degree a plus

              Prior client service experience in related area preferred but not required

     

    Training

    Each Client Service Specialist will have a 4-6 week training program at the beginning of employment at St Francis Hospital. At the completion of which she/he should be able to perform the duties required of the position.  Additional training will be offered as needed to any Client Service Specialist to help enhance her/his skills and efficiency.

     

  • 20 Days Ago

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Client Services Representative
  • Davis Law Firm
  • San Antonio, TX FULL_TIME
  • Job Summary: Client Service Representatives work in the Client Services Center and are responsible for answering and logging inbound calls to the firm and transferring those calls to the correct point...
  • 4 Days Ago

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Client Services Representative
  • The Family Practice for Pets - Kitty Hawk Animal Hospital and Turning Stone Animal Hospital
  • Universal, TX FULL_TIME
  • Kitty Hawk Animal Hospital is looking for a customer service representative with the specific ability to write and communicate with a broad audience. The job duties for this position would include man...
  • 7 Days Ago

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Client Services Representative TS
  • The Family Practice for Pets - Kitty Hawk Animal Hospital and Turning Stone Animal Hospital
  • Cibolo, TX FULL_TIME
  • Kitty Hawk Animal Hospital is looking for a customer service representative with the specific ability to write and communicate with a broad audience. The job duties for this position would include man...
  • 7 Days Ago

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Senior Client Services Representative
  • The Family Practice for Pets - Kitty Hawk Animal Hospital and Turning Stone Animal Hospital
  • Universal, TX FULL_TIME
  • Senior Client Services Representative Location: Universal City, TX, 78148 Job Description The Senior Client Services Representative will be responsible for managing and maintaining relationships with ...
  • 7 Days Ago

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Client Services Representative
  • St. Francis of Assisi Veterinary Medical Center
  • San Antonio, TX FULL_TIME
  • St. Francis Veterinary Hospital Client Service Specialist Job Summary The Client Service Specialist’s main responsibility is to provide exceptional client service while maintaining a smooth and effici...
  • 13 Days Ago

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0 Client Services Representative (Banking) jobs found in San Antonio, TX area

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Travel Respiratory Therapist - $1,447 per week
  • TRS Healthcare
  • San Antonio, TX
  • Ardor Health Solutions is seeking a travel Respiratory Therapist for a travel job in San Antonio, Texas. Job Description...
  • 3/28/2024 12:00:00 AM

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Travel Echo Technician - $2,235 per week
  • TRS Healthcare
  • San Antonio, TX
  • Ardor Health Solutions is seeking a travel Echo Technician for a travel job in San Antonio, Texas. Job Description & Req...
  • 3/28/2024 12:00:00 AM

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Travel Electrophysiology Technician - $2,235 per week
  • TRS Healthcare
  • San Antonio, TX
  • Ardor Health Solutions is seeking a travel Electrophysiology Technician for a travel job in San Antonio, Texas. Job Desc...
  • 3/28/2024 12:00:00 AM

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Travel Nurse RN - Oncology - $1,713 per week
  • PRN Healthcare
  • San Antonio, TX
  • Ardor Health Solutions is seeking a travel nurse RN Oncology for a travel nursing job in San Antonio, Texas. Job Descrip...
  • 3/28/2024 12:00:00 AM

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Travel Electrophysiology Technician - $2,129 per week
  • TRS Healthcare
  • San Antonio, TX
  • Ardor Health Solutions is seeking a travel Electrophysiology Technician for a travel job in San Antonio, Texas. Job Desc...
  • 3/28/2024 12:00:00 AM

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Travel Cath Lab Technologist - $2,235 per week
  • TRS Healthcare
  • San Antonio, TX
  • Ardor Health Solutions is seeking a travel Cath Lab Technologist for a travel job in San Antonio, Texas. Job Description...
  • 3/28/2024 12:00:00 AM

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Customer Service Representative - Work From Home
  • Listedbuy
  • San Antonio, TX
  • **Customer Service Representative - Work From Home** - Nov 15, 2021 Capital Group Req ID: 45475 Location: San Antonio, T...
  • 3/27/2024 12:00:00 AM

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Travel Physical Therapist - $1,932 per week
  • TRS Healthcare
  • San Antonio, TX
  • Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in San Antonio, Texas. Job Description & ...
  • 3/25/2024 12:00:00 AM

San Antonio (/ˌsæn ænˈtoʊnioʊ/; from Spanish, "Saint Anthony"), officially the City of San Antonio, is the seventh-most populous city in the United States, and the second-most populous city in both Texas and the Southern United States, with more than 1.5 million residents. Founded as a Spanish mission and colonial outpost in 1718, the city became the first chartered civil settlement in present-day Texas in 1731. The area was still part of the Spanish Empire, and later of the Mexican Republic. Today it is the state's oldest municipality. The city's deep history is contrasted with its rapid rec...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$38,340 to $50,966
San Antonio, Texas area prices
were up 1.2% from a year ago