Client Services Representative (Banking), Sr. 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), Sr. 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), Sr. requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking), Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Client Services Representative (Banking), Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
Job Summary
As a member of the Client Services Team, the Client Services Representative II (CSR II) is responsible for preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems while maintaining a positive and client centric approach. A CSR II also has experience and ability to coordinate services for high-net worth families and foundations.
Duties and Responsibilities
The Client Services Representative II can expect to focus in the following areas:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position
Qualifications
The Client Services Representative II position typically requires the following qualifications:
Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer