Client Services Representative Client Services Representative …

Hamlyn Williams
in Los Angeles, CA, United States
Permanent, Full time
Be the first to apply
Flexible- dependent on experience
Hamlyn Williams
in Los Angeles, CA, United States
Permanent, Full time
Be the first to apply
Flexible- dependent on experience
Hamlyn Williams
Performs the most complex of duties assisting clients including opening accounts, problem resolution, transaction processing, and servicing of loans. Essential Duties and Responsibilities: - Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services. - Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices. - Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies. - Acts as a liaison between clients and company. Provides feedback to sales, quality assurance and product management

0-3 Years Experience

 In-Depth Knowledge of: - Company policies, procedures, practices, products and services. - Banking operations, procedures, and policies.

Skill in: - Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. - Mathematical abilities sufficient to process and balance daily business transactions. - Written and verbal communication skills sufficient to interact effectively with external and internal clients.

Ability to: - Organize and prioritize workload to meet deadlines. - Provide courteous, timely service when addressing client issues and transactions. - Use good judgment in responding to complex client issues. - Coach staff on client services issues. 

Experience Requirements: High School Degree or equivalent with three (3) years of customer service experience. ~or~ An equivalent combination of education, experience and/or training approved by Human Resources.  

Licenses/Certifications:    None Required.

Close
Loading...