15 Client Service Representative Jobs in Ames, IA
TS Banking Group is Hiring a Client Service Representative Near Ames, IA
Preferred education and/or experience includes: High school diploma or general education degree (GED) is required. One year of work experience in a client service representative role or similar work experience is preferred. Formal training may be substituted on a year-for-year basis for the required work experience.
Position location: Ames, IAExperience And Skills
- Increase client retention and improve client experience by identifying client by name; provide client service to individuals in person and over the telephone; assess each client's financial needs and address effectively
- Proficient in processing client transactions; verify client identity and documents produced in order to process transactions; verify endorsement(s) and funds available; check transaction for accuracy and completeness; issue receipts; monitor and balance cash drawer; reconcile differences.
- Provide the client with information on banking products and services; become familiar with products and service to make appropriate referrals; gather and organize client information, answer questions, make follow-up calls; provide feedback to supervisor and affected bank personnel in other departments for referrals
- Ensure security of assigned cash drawer; maintain proper amount of currency in cash drawer; monitor and balance cash drawer, reconcile differences; buy, sell, and verify currency; count and bundle currency; recognize counterfeit currency; complete log books and bank slips; process large currency orders; process mutilated/unfit currency; maintain needed supplies
- Process bank by bank, night deposits, loan payments, savings bonds, cash advances, fund transfer, etc; issue official checks.
- Become proficient in banking regulations and requirements, such as, Bank Secrecy Act, Currency Transaction Reporting, Monetary Instrument Log, and detecting/reporting suspicious/unusual activity
- Respond to loan payoff inquiries; contact Credit Operations personnel or refer client, as needed
- Provide accurate deposit rates (including annual percentage yields [APY's]).
- Ability to perform all other duties as assigned.
- Comply with all banking and company regulations, policies, and procedures.
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
- To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
- Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.
- Assist clients with safe deposit box entry.
Job Summary
Part Time
$37k-46k (estimate)
05/13/2024
06/09/2024
tsbg.com
TREYNOR, IA
25 - 50
2019
DENNIS SIMPSON
<$5M
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The job skills required for Client Service Representative include CSR, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
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Promoting and maintain positive customer relations utilizing service excellence techniques.
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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
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Have an understanding and reception to clients' needs and give proactive customer support.
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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 Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
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Should have a proven customer support experience or experience as a client service representative.
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Learn to resolve problems and prevent client dissatisfaction.
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One year related experience required with customer service preferred.
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Step 3: View the best colleges and universities for Client Service Representative.
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