The Client Service Representative provides an exceptional client experience, manages administrative tasks, reception, medical records, and financial processing.
Compensation
USD $17.00 - USD $19.00 /Hr.
Responsibilities
Leads practice opening and closing procedures per Practice Manager instructions and practice procedures.
Ensures all public areas are clean and presentable for patients; cleans and straightens areas including the front desk, reception area, waiting area, office, public bathroom(s) and exam rooms.
Processes cash, checks, charge card payments and credit account payments.
Schedules appointments for the clinic adhering to practice and Doctor preferences and ensure appropriate workflow.
Assists in the updating of client/patient files, as needed.
The Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.
Compensation
Job Range Target: Minimum: $43,814.19 USD, Median: $52,402.00 USD. This role is eligible to participate in a commission incentive plan. This role is eligible to participate in a formulaic incentive plan.
Responsibilities
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$48,426.21 USD
Median:
$57,918.00 USD
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Responsibilities
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Responsible for providing exceptional customer experience on the cash line and phone, processing transactions, and supporting customers with banking products and digital solutions.
Compensation
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$37,621.05 USD
Median:
$44,536.00 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Responsibilities
Provides a consistent optimal customer experience on the cash line while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions
Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution
Develops relationships with customers, remaining well-informed about the customer’s relationship with the bank
Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Assists branch and fellow team members with basic tasks to aid in customer problem resolution
Support operational and fund accounting activities for a client portfolio, managing investment lifecycle events, documentation, cash processing, reconciliation, and reporting.
Responsibilities
Process investment lifecycle events including capital calls, distributions, fee transactions, paydowns
Review and maintain supporting documentation from agents, administrators and counterparties
Support cash processing and reconciliation activities
Assist in setup and maintenance of investment attributes and operational records
Monitor and investigate exceptions, missing information and reconciliation breaks
Requirements
Bachelor's degree in Accounting, Finance, Economics, Business or related discipline
Nice to have: understanding of alternative investment structures and investment lifecycle events
Seeking a Senior Specialist to work with Investment Managers, clients and Middle Office to monitor and resolve complex day-to-day issues, ensuring requests are executed within timelines.
Responsibilities
Work with external Investment Managers, clients and Middle Office to monitor and resolve more complex day-to-day issues.
Supports Investment Managers, clients and Middle Office in addressing more complex operational and technical issues.
Applies intermediate problem-solving skills, experience, and judgement to analyze information.
Uses communication skills to deliver high quality service to a specialized client base.
Uses knowledge of client issues and needs to contribute to business development efforts.
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