6 Client Associate Jobs in Addison, TX
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OPPORTUNITIES, INC. is Hiring a Client Associate Near Addison, TX
The Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams.
RESPONSIBILITIES
- Ensure delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry, question or concern to resolution
- Make appropriate decisions on behalf of the customer quickly and effectively.
- Provide information and knowledgeable assistance efficiently and professionally.
- Ability to effectively prioritize work to ensure efficiency.
- Follows up and follows through on all pending customer inquiries on daily basis while tracking all activities in the department’s ticketing system
Consistently meet defined key performance indicators. - Provide technical assistance, support, training and troubleshooting for Consumer and Business customers including but not limited to the following services Consumer and Business Online Banking, Remote Deposit Capture, ATM Debit Card inquiries, Mobile Banking, General Account Inquiries, Password resets for various systems, Reg E claims, Bill Pay, and Telephone Banking
- Coordinate with Bank vendors when needed in order to resolve customer inquiries.
- Coordinate with the Information Technology and Information Security teams to escalate security issues to stop fraud activity; communicate and recommend fraud solutions to customers.
- Understand and comply with bank policy, laws, regulations, and the bank's BSA/AM Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
QUALIFICATIONS
- 1–2-year banking and/or customer service experience required.
A reasonable, good faith estimate of the minimum and maximum base salary for this position is $15.72/hr to $23.58/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html
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Job Summary
Full Time
Ancillary Healthcare
$54k-70k (estimate)
03/17/2024
05/03/2024
oppinc.com
FORT ATKINSON, WI
200 - 500
1966
BARBARA LE DUC
$10M - $50M
Ancillary Healthcare
Related Companies
About OPPORTUNITIES, INC.
Opportunities, Inc. is a Community Rehabilitation Program based in Fort Atkinson, Wisconsin, with additional locations in Watertown, Madison and Oconomowoc. For over 50 years the agency has continued to expand its comprehensive vocational training and employment services, social integration, academic programs, and supportive home care for individuals with barriers, to include those with disabilities, limited work experience, AODA issues, language challenges, economic disadvantages, employment dislocation, re-entry and veterans. Opportunities, Inc. is also a leader in social enterprise; through... co-manufacturing, staffing and custom design and print services it offers a quality driven service for its business partners while promoting positive advances for the community. MISSION: Provide services for individuals for the purpose of maximizing their success and enhancing their abilities to be independent, contributing members of the community.
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The job skills required for Client Associate include Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Associate positions, which can be used as a reference in future career path planning. As a Client Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Associate. You can explore the career advancement for a Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
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Provide support to client with product and account needs.
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Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
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Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
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Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
03/19/2022: Orange, CA
Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
01/19/2022: Everett, WA
A good client associate enhances the client's experience by servicing and providing operational and administrative support.
04/02/2022: Evansville, IN
Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
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Developed new client on-boarding process to ensure a consistent and optimal client experience.
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Step 3: View the best colleges and universities for Client Associate.
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