Raymond James Client Services Representative in St. Petersburg, Florida
*Job Summary: *
Performs the most complex of duties assisting clients including opening accounts, problem resolution, transaction processing, and servicing of loans.
Essential Duties and Responsibilities:
Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's 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.
Knowledge, Skills, and Abilities:
In-Depth Knowledge of:
Company policies, procedures, practices, products and services.
Banking operations, procedures, and policies.
Operating 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.
Organize 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 Requirements:
High School Degree or equivalent with three (3) years of customer service experience.
An equivalent combination of education, experience and/or training approved by Human Resources.
Job: *Customer Service
Organization: *Asset Management Services
Title: Client Services Representative
Location: FL-St. Petersburg-Saint Petersburg
Requisition ID: 1801314