Client Services Representative (Banking), Sr. jobs in New Mexico

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
  • Bank of America
  • Rio Rancho, NM FULL_TIME
  • Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

    Responsibilities:

    • Identifies client needs and recommends solutions when fraud has been identified
    • Records data captured during client interactions accurately
    • Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
    • Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
    • Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

    Skills:

    • Attention to Detail
    • Customer Service Management
    • Customer and Client Focus
    • Issue Management
    • Active Listening
    • Adaptability
    • Client Solutions Advisory
    • Data Collection and Entry
    • Problem Solving
    • Account Management
    • Analytical Thinking
    • Client Experience Branding
    • Fraud Management

    Minimum Education Requirement: Null

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 9 Days Ago

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Client Services Representative
  • PerLuxe Travels
  • Santa Fe, NM FULL_TIME
  • PerLuxe Travels is looking for a talented individuals to join our team of professional Travel Consultants. You will be accountable for organizing travel from beginning to end for leisure/corporate cli...
  • 13 Days Ago

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Roswell, NM 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

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Fully Remote - Client Services Representative
  • Global Elite Texas
  • Hobbs, NM 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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100% Work From Home - Client Services Representative
  • Global Elite Texas
  • Rio Rancho, NM 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...
  • 12 Days Ago

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Assistant Community Manager
  • Envolve Client Services Group LLC
  • Albuquerque, NM FULL_TIME
  • Envolve Client Services Group owns and professionally manages apartment communities located throughout the southeastern United States. We are a company whose success is measured by our residents' sati...
  • 3 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

New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$43,391 to $54,994

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