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

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)

H
Client Services Representative
  • Hibu
  • Rapids, IA FULL_TIME
  • Client Services Representative (Hybrid Position - required office day(s))

    A Client Services Representative is responsible for the processing of cash in the form of checks, card cards, and checks by phone, to the bank and applying them to the client’s account.  Enters billing updates, corrections, and adjustments from various source documents such as claim adjustment logs and discrepancy forms. Source documents will frequently require interpretation and require proper coding into the company billing system. The accurate billing of clients will depend on the data entry of this position. Constant and accurate input and updating of information is vital as it directly impacts client’s billing, and financial reporting. This department is responsible for all the cash processing for Hibu.

    A Client Services Representative investigates client concerns and negotiates a resolution with the client or sales representative.  A Client Services Representative resolves issues and concerns that Premise and Inside Sales may have with the client regarding all Hibu products.  Additionally, a Client Services Representative may handle claims regarding free listings with individuals who are non-Hibu clients.

    A Client Services Representative needs to accurately answer inquiries regarding the company products and processes.  A Client Services Representative should have the ability to resell the value of the product to assist in resolving issues and retaining the client. They need to ensure fair and equitable claim resolutions with the interest of both parties (Client and Hibu) in mind at all times.  A Client Services Representative may be responsible for assisting clients with changes to their program and monitoring specified accounts to ensure the accuracy of their program(s).  A Client Services Representative also needs to be able to identify trends as well as accurately determine root cause and responsibility of claim situations.

    Additionally, a Client Services Representative may handle special projects or additional tasks as assigned by management.

    Primary Responsibilities: 

    • Process advance payment deposits, client payments, credit card transactions, and check by phone transactions, balance, send batches to the bank, and enter payment onto the client’s account.
    • Evaluate billing issues to determine specific action required and ascertain why the problem occurred. Enter corrections received from other departments, or external sources, and update the client’s account. Return and report any documents received with inaccurate or incomplete information. Responsible for daily reconciliation and balancing of work processed.
    • Handle incoming phone calls from clients, other departments, and sales, regarding cash, billing discrepancies, claims, or other general inquires. Must maintain department service level expectations.
    • Handle appropriate calls as one-call resolutions to increase client satisfaction.
    • Must be knowledgeable of Hibu processes and policies.
    • Must conduct a thorough investigation into every claim concern.
    • Resolve inquiries in a timely manner, adhering to department specific standards.
    • Creates statements of account for clients as well as other departments to assist in the resolution of account issues.
    • Initiate check requests for clients when refunds are due because of overpayments, credit adjustments, or misapplication of payments. Handle refund requests from other departments and facilitate the final process through to accounts payable.
    • Must get appropriate approvals following the Receivable Authority Level spreadsheet.
    • Handles miscellaneous duties as required.

    Competencies / Critical Skills: 

    • Extensive knowledge of account receivables functions and billing systems.
    • Excellent verbal and written communication skills.
    • Ability to work independently and under pressure is necessary.
    • Excellent organizational skills and must be detail oriented.
    • Solid negotiating skills required.

    Experience, Qualifications, Technical Requirements, Education:

    • Finance/Accounting degree or equivalent work experience with a minimum of 2 years billing and/or client customer experience
    • Microsoft Suite (Excel, Word, Outlook, PowerPoint, etc.) 
    • Strong communication skills
    • Strong analytical and technical knowledge
    • Ability to Prioritize without direct supervision 
    • Excellent verbal and written communication and customer service skills 

     

    #LI-HYBRID

    #LI-AG1

    IND7

     

  • 1 Month Ago

N
Client Services Representative
  • Northwest Iowa Mental Health Center
  • Storm Lake, IA FULL_TIME
  • DescriptionSeasons Center Mission Statement:Guiding Individuals and Families towards a meaningful and fulfilling life.Why Choose Seasons?Great BenefitsOngoing Training Opportunities, including Continu...
  • 1 Month Ago

G
Fully Remote - Client Services Representative
  • Global Elite Texas
  • Iowa, IA OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • Just Posted

G
Fully Remote - Client Services Representative
  • Global Elite Texas
  • Davenport, IA FULL_TIME
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 7 Days Ago

W
Inbound Call Center/Client Representative
  • Waypoint Services For Women Children and Families
  • Rapids, IA FULL_TIME
  • DescriptionPOSITION SUMMARYWaypoint's Critical Services department is currently seeking a member to join our Coordinated Entry Call Center team to provide information and referrals to clients. This is...
  • 6 Days Ago

G
100% Work From Home - Client Services Representative
  • Global Elite Texas
  • Dubuque, IA FULL_TIME
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • 11 Days Ago

D
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

P
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

R
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

N
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

V
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

N
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

V
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

M
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

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$45,019 to $57,057

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