Client Services Representative

Capitalsource Durham , NC 27701

Posted 3 weeks ago

Overview

The Client Services Representative will be responsible for ensuring that all client documentation and regulatory requirements for loan and deposit accounts are met. In addition, the CSR will be responsible for major client relationships from a business and service perspective, overseeing all internal Venture Banking functions (projects and support issues) that affect clients.

Responsibilities

RESPONSIBILITIES:

  • Front line client service support;

  • Must exercise independent judgement and discretion on matters of significance to both the client and the bank. This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client

  • Act as one point of contact for clients in a designated area; including overseeing all aspects of the deposit relationship of a client

  • Manage total relationship for clients from application to ongoing support;

  • Tracking/ monitoring of account opening documentation, service implementation and fee collection to ensure compliance with all regulatory guidelines

  • Process monetary transactions for customer accounts;

  • Process account maintenance/updates & corrections on IBS;

  • Strong knowledge of Bank's services and products for client support and cross-selling;

  • Provide research assistance and information to customers;

  • Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures

Qualifications

POSITION REQUIREMENTS:

  • BA required or equivalent work experience;

  • 3+ years experience;

  • Creative and strategic thinker with excellent problem solving and organizational skills;

  • Ability to exhibit professionalism and a positive attitude under pressure;

  • Ability to work independently yet collaborate cross-functionally in a team environment;

  • Superior oral and written communication skills;

  • Ability to handle multiple priorities, projects and relationships simultaneously;

  • Proven success in managing large client accounts.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Care Receptionist Aesthetic Services (PartTime)

Ideal Image

Posted 2 weeks ago

VIEW JOBS 10/14/2020 12:00:00 AM 2021-01-12T00:00 Overview Ideal Image is North America's #1 Skin, Face and Body MedSpa for non-invasive aesthetic services that help you look and feel your best. Our goal is to help our clients achieve life changing results, whether it's getting rid of unwanted hair, to prevent or address the signs of aging with healthier, more youthful skin, or to improve your body shape. Being a part of the team gives you the opportunity to watch our clients change their lives for the better. All services are safe, effective, FDA cleared procedures that are tested in our research and development center. Responsibilities Meet and greet all incoming clients. Ensure that the reception/front desk area and telephones are being covered properly. Persuade clients to schedule a complimentary consultation for treatment services in concert with the Ideal Image sales process and in accordance with established sales goals. Foster and nurture positive relationships with clients. Ensure all procedures, practices, client interactions, and environmental factors unequivocally promote and achieve a favorable client experience. Essential functions include, but are not limited to, the following: * Interacting with clients in a friendly and professional manner.• Checking clients in and out of their appointments, pulling charts and filing.• Answer phones and schedule client appointments.• Master a basic understanding of each service offering.• Upsell new areas/services to current clients in order to hit individual monthly target.• Assist with local marketing events as needed.• Act as liaison between face skin and body specialists and treatment providers.• Collecting and handling payments.• Confirmation and follow up calls.• Knowledge of Salesforce (data entry, usage etc.)• Ordering office supplies.• Assist with new clinic openings as needed.• Other duties as assigned. Qualifications * High School Diploma/GED or Bachelor's degree from an accredited institution. Successful sales experience may be substituted for academic credential. * 1-2 years of customer service experience, preferably in a spa or high-end retail environment. * Ability to multi-task, use personal judgment, utilize strong decision making, analytical and follow-up skills• Proficient with personal computers and contemporary software applications (MS Office Suite, Internet Explorer, etc.)• Compelling interpersonal and communications skills (verbal and written), strong ability to influence and build rapport• Strong guest service orientation• Rapid learner with the ability to grasp concepts and protocols * Must maintain a high attention to detail. WHY IDEAL IMAGE? Compensation: * Competitive compensation and bonus opportunities Additional benefits: * Discounted cosmetic services for employee, family, and friends * Cosmetic products discount * Company-paid training * Amazing company culture * And more! If you are interested in joining a company that values its employees and encourages job ownership in a supportive environment, please apply today! To learn more about IDEAL IMAGE and our services please visit us at: http://www.idealimage.com. * Please, no phone calls or walk-ins to our center* Ideal Image Durham NC

Client Services Representative

Capitalsource