Client Services Representative (Banking), Sr. jobs in North Carolina
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)
Recently Added Client Services Representative (Banking), Sr. jobs
Client Services Representative
- Primeritus Financial Services Inc
-
Raleigh, NC
FULL_TIME
-
Gather information from clients and places accounts for repossession, operating within the scope of applicable laws and regulations and in a manner that represents professionalism and that does not jeopardize the integrity of the company. Provide updated account information to the lender. Interact with internal and external customers to provide information in response to inquiries about accounts and to handle and resolve account needs.
- Provide essential client services ensuring client expectations are being met in the following areas:
o Redemptiono Releaseo Transportationo Key Services- Provide timely and detailed updated account information to the lender per SLA guidelines.
- Build successful relationships with contractors and clients in order to service accounts.
- Provide written or verbal communications to clients and contractors to:
o Provide updates regarding account status and service levels.o Obtain any necessary documentation or guidance to pursue the collateral/customers.o Notify upon repossession of collateral.- Assist with updates and account management for team.
- Conduct account research when field representatives are unable to locate collateral based on account placement information.
- Forward condition report, personal property inventory form and photos as required to client in a timely manner.
- Serve as point of contact to client, providing any requested services and information.
- Communicate the status of accounts verbally and in writing to clients as necessary.
- Forward account information to field representatives based on territory coverage.
- Forward impound and personal property notice to the proper parties as necessary.
- Other duties, as assigned.
Job Requirements- HS Diploma is required; Associate’s or Bachelor’s degree from an accredited college or university is preferred.
- Must have 3-5 years’ customer service experience; ideal candidates will have prior experience in a call center environment.
- Excellent interpersonal, written, and verbal communication skills.
- Good organizational and time management skills.
- Must be self-motivated and dependable with the ability to use independent judgment along with good organizational and time management skills.
- Proficient in the usage of office equipment including phones, desk top computers, dual computer monitors, and copier/scanner/fax.
- Must have above average skills in MS Office Suite including Word, Outlook, and Excel.
- Must be able to work overtime as needed.
- Prior knowledge or experience with state and federal rules and regulations pertaining to the Consumer Financial Protection Bureau (CFPB), Fair Debt Collections Practices Act (FDCPA), and the Gramm-Leach – Bliley Act (GLBA) is preferred.
Employees will be in an office and will be required to be able to travel to additional office buildings as needed. The position is sedentary and requires sitting for long periods of time while working on a computer or using other office equipment. The employee must occasionally lift or move items up to 30 pounds.Primeritus an Equal Opportunity employer and all qualified applicants will receive consideration to employment without regard to race, color, religion, gender, pregnancy, sexual orientation, national origin, age, or protected veteran or disability status. - 13 Days Ago
Fraud Support Representative (Remote)
- Sumitomo Mitsui Banking Corporation
-
Carolina, NC
FULL_TIME
- Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close-knit and fun-loving team of seasoned financial services professionals w...
- 18 Days Ago
Fraud Support Representative (Remote)
- Sumitomo Mitsui Banking Corporation
-
UNKNOWN, NC
FULL_TIME
- Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close-knit and fun-loving team of seasoned financial services professionals w...
- 1 Month Ago
Laboratory Client Services Representative
- Mission Hospital
-
Asheville, NC
FULL_TIME
- Introduction Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as a Cl...
- 9 Days Ago
Client Services Representative (CSR)
- IntelliChoice Home Care
-
Greenville, NC
FULL_TIME
- Job Title: Client Services Representative (CSR) Branch Location: Winterville Job Location: Greenville Would you enjoy building client-based business relationships? Working in a fast-paced environment?...
- 11 Days Ago
Client Services Representative Job
- FlightSafety International
-
Greensboro, NC
OTHER
- About FlightSafety InternationalFlightSafety International is the world’s premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, g...
- 11 Days Ago
Client Services Representative (Banking), Sr. jobs at Popular Companies
Client Relations Representative
- North Inc
-
Saint Louis, MO
- Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
- 4/26/2024 12:00:00 AM
Client Service Officer (Remote Eligible: AZ, NM)
- Enterprise Bank & Trust
-
Santa Fe, NM
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee s...
- 4/26/2024 12:00:00 AM
Client Relations Representative
- Tamirior Insights Inc
-
Tampa, FL
- Job Description Job Description Here at Tamirior Insights we commit to our clients and their goals, we have a strong vis...
- 4/25/2024 12:00:00 AM
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 ...
- 4/25/2024 12:00:00 AM
Client Relations Representative
- Resilience Inc
-
Bartlett, TN
- Job Description Job Description Client Relations Representative Currently, we are hiring an Entry Level Client Relations...
- 4/25/2024 12:00:00 AM
Executive Vice President, Chief Client Services Officer of IT
- Federal Reserve Bank Of New York
-
Richmond, VA
- Executive Vice President, Chief Client Services Officer of IT page is loaded Executive Vice President, Chief Client Serv...
- 4/24/2024 12:00:00 AM
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...
- 4/24/2024 12:00:00 AM
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...
- 4/23/2024 12:00:00 AM
About North Carolina
North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$45,297 to $57,407
Most Popular Cities in North Carolina for Client Services Representative (Banking), Sr. Jobs
What does a Client Services Representative (Banking), Sr. do?
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