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)
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:
Competencies / Critical Skills:
Experience, Qualifications, Technical Requirements, Education:
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