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Client Service Representative job in Jericho at The Judge Group

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Client Service Representative at The Judge Group

Client Service Representative

The Judge Group Jericho, NY Full Time
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Location: Jericho, NY
Description: Our client is currently seeking a Client Service Representative

This job will have the following responsibilities:
  • Furnish current and accurate information on all products, services, and special campaigns offered by the bank; resolve product or service related inquires and research issues accurately/efficiently by adhering to the “first call resolution” client service standard by responding to inquires accordingly; demonstrate ability to independently handle challenging client interactions with tact, professionalism and minimal supervisory support.  
  • Meet and or exceed service, productivity and quality metrics set by department management, ensuring service provided exceeds client expectations; solidify client relationships by proactively identifying needs and offering services/products that will meet those needs.
  • Possess up-to date knowledge on all client service channels, in particular, emerging technology-related banking products, including online and mobile application banking.
  • Communicate with clients effectively (verbal, written, email) and provide feedback to supervisors.  
  • Conduct service-related and/or marketing outbound telephone calls to specifically targeted clients.
  • Perform additional responsibilities as needed.
  • Ensure compliance with all regulations, policies, and procedures.

Qualifications & Requirements:
  • At least 2 years customer service banking experience
  • One year of demonstrated successful sales experience in a salary plus incentive environment preferred
  • Extensive practical knowledge of Microsoft Office suite (Outlook, Excel, Word)
  • Ability to work a flexible and/or rotating schedule.  May be required to work Saturdays, Sundays and extended hours.
  • Candidates with advanced degrees (Associates, Bachelor’s and/or Master’s) preferred yet a High School Diploma or GED is required.  Candidates with some combination of coursework and experience, or extensive related professional experience, are eligible for consideration.
  • Proven ability to consistently deliver service excellence and proficient in sales techniques, including telemarketing consulting, prospecting and networking.
  • Possess a thorough knowledge of bank products and services as well as the financial services industry.
  • Excellent verbal and non-verbal communication skills, experience with outside calling preferred.
  • Strong financial acumen.
  • Strong interpersonal skills with ability to establish credibility and rapport, excellent customer relationship management skills.
  • Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
  • Other Attributes – flexible and agile; takes initiative and solves problems; decisive; outstanding ability to think outside-the-box and use resources at hand to effortlessly get to the bottom of an issue; extremely accurate and detail-oriented coupled with the ability to see the broader picture.

Contact: [ Link removed ] - Click here to apply to Client Service Representative
This job and many more are available through The Judge Group. Find us on the web at [ Link removed ] - Click here to apply to Client Service Representative

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