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

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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Omaha Client Banking Services Professional
  • Charles Schwab Inc.
  • Omaha, NE FULL_TIME
  • Your Opportunity

    At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

     

    Schwab was built around a simple idea: put the client first. Many companies say that, but we work hard to keep clients at the heart of everything we do by offering a better, more modern way to build and manage wealth.

     

    As a Client Banking Service Professional, you are at the forefront of the client experience, delivering outstanding service to the clients of Charles Schwab Bank. You will provide subject matter expertise on the following banking products and services: deposit accounts, online account management and bill pay, money movement, mobile banking, and debit cards.

     

    Not only do we put our clients first, but we also extend this same approach to our employees. At Schwab, we respect and care for all, and you can go as far as your ambition takes you – we’re here to empower you to Own Your Tomorrow by providing comprehensive training, mentorship, and development support to help you reach your potential and achieve your dreams. Firm growth means growth for you. In addition to a well-structured career path, you’ll also engage in meaningful and impactful work by building trust and inspiring confidence through exceptional service, one connection at a time.

    What you have

    Required Qualifications

    • Minimum of 1 year of work experience, which may include unpaid work, volunteer experience, internships, or other roles
    • Ability to work in the office up to 75% - 100% of the time, as required

     

    Preferred Qualifications

    • Outstanding client service skills with the ability to handle approximately 40 – 60 inbound calls per day while demonstrating empathy and problem-solving skills
    • Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client’s financial needs
    • Dedication to resolving a variety of complex client inquiries both through technology and by working closely with business partners within Schwab to identify efficient and effective methods to meet client goals
    • Ability to establish rapport with clients over the phone to create long term relationships with Schwab
    • Desire to be part of a supportive and collaborative team
    • High attention to detail to adhere to extensive bank policies, procedures, and guidelines
    • Drive to learn from a dedicated team manager focused on helping you reach clear performance objectives by providing leadership support and on-the-job learning
    • Proven success navigating multiple computer applications

    #campus

  • 15 Days Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • North Platte, NE FULL_TIME
  • Rosenberg Insurance, a Division of GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join ...
  • 5 Days Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • Eustis, NE FULL_TIME
  • GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client S...
  • 5 Days Ago

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Insurance Client Services Representative
  • GTA Insurance Group
  • Trenton, NE FULL_TIME
  • GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join our fast-growing team. Our Client S...
  • 11 Days Ago

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Client Services Representative
  • Travel by Tilly
  • Lincoln, NE FULL_TIME
  • Join our dynamic team and immerse yourself in an environment that's all about support, fun, and creating unforgettable memories that last a lifetime! We firmly believe that while things may fade, expe...
  • 17 Days Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Kearney, NE 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...
  • 8 Days Ago

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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

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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

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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

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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...
  • 3/26/2024 12:00:00 AM

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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

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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

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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

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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...
  • 3/25/2024 12:00:00 AM

The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$44,139 to $55,942

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