Client Services Representative (1100am - 800pm ET)-2400808
Description
Job Summary Performs the most complex of duties assisting clients including opening accounts, problem resolution, transaction processing, and servicing of loans.Essential Duties and ResponsibilitiesResponds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the banks products or services.Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices.Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problem.Follows up, either verbally or in writing, to ensure customer satisfaction.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.May compile information, prepare reports or summaries, and submit for review.Recommends changes to existing policies and procedures.May provide guidance to less experienced representatives.Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and AbilitiesIn-Depth Knowledge ofCompany policies, procedures, practices, products and services.Banking operations, procedures, and policies.Skill inOperating 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 toOrganize 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.Educational/Previous Experience RequirementsHigh 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.Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Operations
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Asset Management Services
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-AF1