Client Services Representative (Banking) jobs in Texas

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
  • Client Staffing Solutions Inc
  • Bellaire, TX FULL_TIME
  • Client Services Representative-Paraplanner Role :

    Cultivate enduring connections with current clients.

    Manage documentation for new account setups.

    Execute transactions such as distributions, Roth conversions, and other financial activities.

    Address and resolve client inquiries promptly.

    Coordinate and schedule meetings with clients.

    Aid clients in accessing websites, password resets, and related tasks.

    Prepare for and conduct follow-ups after client meetings.

    Ensure adherence to compliance requirements.

    Provide support for administrative and marketing responsibilities.

    Potential for progression to a financial advisor role.

    Client Services Representative-Paraplanner Background Profile :

    Bachelor’s Degree is preferred

    Preferred active licenses : 7, 63, and 65, or Series 7 and 66

    Ideal Texas Insurance License

    3 years of experience in financial services retail financial services, not institutional financial services

    Strong understanding of investments, pensions and taxation

    Excellent written and verbal communication skills and strong interpersonal skills

    Desire to help others with their financial health

    Ability to prioritize tasks

    Detail oriented and deadline driven

    Demonstrated client service orientation

    Positive and outgoing personality

    Familiarity with NFS, Redtail, and Emoney considered advantageous

    19 hours ago
  • 3 Days Ago

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Banking Ops Client Services Consultant
  • Jack Henry & Associates, Inc
  • Allen, TX OTHER
  • At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers ...
  • 20 Days Ago

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Client Services Representative
  • Advisory and Consulting Services
  • Bellaire, TX FULL_TIME
  • Client Services Representative-Paraplanner Role : Cultivate enduring connections with current clients. Manage documentation for new account setups. Execute transactions such as distributions, Roth con...
  • 2 Days Ago

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Client Services Representative
  • Flash
  • Austin, TX FULL_TIME
  • The Client Services Representative will manage remote client support by managing inbound calls and emails while providing excellent customer service. The individual will be responsible for answering a...
  • 19 Days Ago

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Client Services Representative
  • Suveto
  • Fort Worth, TX FULL_TIME
  • From wellness to urgent care,VO Vetsin Fort WorthTX , part of theSuvetonetwork of hospitals, is changing what it means to provide quality care and convenient availability at a veterinary hospitals. Ou...
  • 20 Days Ago

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Client Services Representative
  • Green Marketing Group
  • Arlington, TX FULL_TIME
  • Entry Level Marketing Associate Who We Are: At Green Marketing Group we focus on growth through the acquisition and retention of new customers. We specialize in face-to-face marketing and exceptional ...
  • 21 Days Ago

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Client Service Officer - Assistant Vice President
  • Deutsche Bank
  • Jacksonville, FL
  • Job Description: Job Title Client Service Officer Corporate Title Assistance Vice President Location Jacksonville, FL Ov...
  • 3/28/2024 12:00:00 AM

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Client Relations Representative
  • Prominence Enterprise
  • Columbus, OH
  • At Prominence Enterprise, we value our partnered clients and share their vision of growth. Our success in creating these...
  • 3/28/2024 12:00:00 AM

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Client Relations Representative
  • RSP Events
  • Philadelphia, PA
  • Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marke...
  • 3/27/2024 12:00:00 AM

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Client Relations Representative
  • North Inc
  • Saint Louis, MO
  • Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
  • 3/26/2024 12:00:00 AM

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Client Relations Representative
  • VISTA CHICAGO INC
  • Franklin Park, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 3/26/2024 12:00:00 AM

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Client Relations Representative
  • NSD NEWCO
  • Boca Raton, FL
  • Description Description: The Client Relations Representative position is responsible for investigating and resolving com...
  • 3/25/2024 12:00:00 AM

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Client Relations Representative
  • VISTA CHICAGO INC
  • Oak Brook, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 3/25/2024 12:00:00 AM

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Client Relations Representative
  • Mid Atlantic Marketing
  • Fredericksburg, VA
  • Job Description Job Description We are seeking a Client Relations Representative to join our team! You will be responsib...
  • 3/25/2024 12:00:00 AM

Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast. Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$39,079 to $51,949