Client Services Representative (Banking), Sr. jobs in Florida

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)

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Client Services Representative II
  • FIS Global
  • Virtual from Any State, FL OTHER,FULL_TIME
  • Position Type :

    Full time

    Type Of Hire :

    Experienced (relevant combo of work and education)

    Education Desired :

    General Equivalency Diploma

    Travel Percentage :

    0%

    Job Description

    At FIS, our technology and our people are always moving forward. While we advance the way the world pays, banks and invests, our teams also grow their own careers. We believe in building inclusive teams where everyone’s views count. Together, our collective diversity, skills and talents empower us to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to see how far we can grow together, we have one question: Are you FIS?

    About the role:
    Primary liaison for the service side of the client relationship including escalation, oversight of client projects and implementations, execution of account plan activities, building of relationships with client contacts, and coordination of the client loyalty process.

    About the team:
    This team is focused on "rolling out the red carpet" and treating our client’s consumers as VIPs. We value and expect thoughtfulness, high performance, and integrity from everyone at FIS and look forward to having you join the family! At FIS we believe that our front-line associates are as important as our clients and consumers for whom we provide world-class services and support.

    What you will be doing:

    • Serves as primary point of contact for internal and external clients and various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
    • Provides support in research and resolution of problems and inquiries.
    • Interfaces with clients to determine present and future needs and discusses progress toward solutions.
    • Coordinates with clients, relationship managers, and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts.
    • Prepares monthly and quarterly sales and departmental reports.
    • Keeps abreast of new products/services and changes to existing products/services.
    • Maintains comprehensive knowledge of applicable products, services, and company policies and procedures.
    • Identifies additional opportunities to provide more products, services or other resources to customer and refers to managing director/relationship manager.
    • May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and/or services FIS is offering.
    • Participates in client loyalty process by informing assigned clients of process, encouraging clients to respond to survey information in a timely manner, participating in follow-up discussions and developing action plans to address any negative comments.
    • Other related duties assigned as needed.

    What you will need:

    • Communicates ideas both verbally and in written form in a clear, concise and professional manner
    • Requires working knowledge of FIS products/services as well as general banking operations and procedures
    • Ability to understand and apply concepts
    • Ability to handle projects commensurate with job expectations
    • Requires excellent presentation, writing, organizational, analytical and problem-solving skills
    • Requires human relations, negotiation and documentation skills
    • Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally
    • Flexibility, versatility, dependability

    The ability to work Monday through Friday from 9:00 am to 5:30 pm

    What we Offer you:

    • Opportunities to innovate in fintech
    • Inclusive and diverse team atmosphere
    • Professional and personal development
    • Resources to contribute to your community
    • Competitive salary and benefits


    Privacy Statement

    FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

    EEOC Statement

    FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


    For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

    Sourcing Model

    Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

    #pridepass

  • 14 Days Ago

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Client Services Representative
  • Waterford Lakes Animal Hospital
  • Orlando, FL FULL_TIME
  • Waterford Lakes Animal Hospital is looking for a full-time client service representative with the skills, drive, and desire to take your career to the next step. Qualified candidates will have open av...
  • 17 Days Ago

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Client Services Representative
  • Cabanas Law Firm
  • Fort Lauderdale, FL FULL_TIME
  • Do you love talking to people and selling a product you believe in? We’re growing our team to Fort Lauderdale and looking for a driven Client Services Rep ready to take the next step in their career. ...
  • 17 Days Ago

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Veterinary Client Services Representative
  • Fetch Specialty & Emergency Veterinary Centers
  • Brandon, FL FULL_TIME
  • Fetch of Brandon, Florida is looking for experienced, talented and caring individuals to join our Client Services Team.This is an exciting opportunity to join our Specialty and Emergency hospital and ...
  • 19 Days Ago

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Client Services Representative
  • Operation Par Inc.
  • Clearwater, FL FULL_TIME
  • ABOUT THE ORGANIZATION: Operation PAR, Inc. is a non-profit organization offering the full continuum of services for individuals with substance use and/or mental health disorders. PAR has been providi...
  • 19 Days Ago

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Client Services Representative
  • HCI
  • Tampa, FL FULL_TIME
  • JOB SUMMARYHomeowners Choice currently has openings for Client Service Representatives with the opportunity to work hybrid/remote while living in the Tampa Bay area. We are looking for individuals wit...
  • Just Posted

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Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM)
  • Enterprise Bank & Trust
  • Olathe, KS
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
  • 4/22/2024 12:00:00 AM

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Client Relations Representative
  • Tamirior Insights Inc
  • Apollo Beach, FL
  • Job Description Job Description Here at Tamirior Insights we commit to our clients and their goals, we have a strong vis...
  • 4/21/2024 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...
  • 4/21/2024 12:00:00 AM

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Client Relations Representative
  • Resilience Inc
  • Collierville, TN
  • Job Description Job Description Client Relations Representative Currently, we are hiring an Entry Level Client Relations...
  • 4/21/2024 12:00:00 AM

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Client Relations Representative (Remote)
  • N&A Enterprises and Solutions
  • Chicago, IL
  • A client relations Represenative is responsible for managing and maintaining relationships with clients, ensuring their ...
  • 4/21/2024 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...
  • 4/19/2024 12:00:00 AM

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Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM)
  • Enterprise Bank & Trust
  • Olathe, KS
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
  • 4/18/2024 12:00:00 AM

S
Client Services Representative I
  • Sonic Anatomic Pathology
  • Rye Brook, NY
  • Job Functions, Duties, Responsibilities and Position Qualifications: Job Description Quality is in our DNA -- is it in y...
  • 3/24/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$44,825 to $56,809

Client Services Representative (Banking), Sr. in Pittsburgh, PA
Some employers hired workers with only a high school education and one or two years of experience in banking or finance.
January 12, 2020
Client Services Representative (Banking), Sr. in Newark, NJ
The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services.
January 17, 2020
Client Services Representative (Banking), Sr. in Tallahassee, FL
Knowledge of bank products and processes is preferred along with a strong client servicing background.  This is a fast-paced and challenging environment where strong analytical, organizational, and multi-tasking skills are necessary.
January 23, 2020