Current jobs related to Client Relations Specialist - Dallas, Texas - Profinium Financial, Inc.

  • Client Relations Specialist

    2 months ago

    Dallas, Texas, United States Morrell GroupWomack Group Full time

    Descripción del TrabajoAcerca de NosotrosWomack Machine Supply y Morrell Group se han unido para convertirse en una potencia industrial en soluciones de ingeniería y automatización. Con más de 70 años de excelencia, la experiencia en control de movimiento de Womack se combina con la integración de componentes de primer nivel de Morrell, creando una...

  • Client Relations Liaison

    2 weeks ago

    Dallas, Texas, United States 2Bros Services Full time

    Job Title: Client Relations LiaisonWe are seeking a skilled Client Relations Liaison to join our team at 2Bros Services. The ideal candidate will have excellent organizational and communication skills, with a keen eye for detail and a professional demeanor.Key Responsibilities:Provide exceptional client service and supportSchedule meetings and conferences...

  • Client Relations Associate

    3 weeks ago

    Dallas, Texas, United States Aveanna Full time

    Job Title: Client Relations AssociateAt Aveanna, we are seeking a highly motivated and detail-oriented Client Relations Associate to join our team. As a Client Relations Associate, you will play a critical role in educating clients on our products and services, coordinating delivery of care with local teams, and selling or introducing new corporate products...

  • Client Relations Coordinator

    2 weeks ago

    Dallas, Texas, United States Holland & Knight Full time

    Job Title: Client Relations CoordinatorWe are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.Job Summary:The Client Relations Coordinator will work with the Client Relations Manager - Private Equity and assigned partners to assist with developing new business and expanding client...

  • Client Relations Coordinator

    2 months ago

    Dallas, Texas, United States CityVet Full time

    Become a Client Relations Coordinator at CityVetEmpowered employees. Happy pets.At CityVet, we firmly believe that empowered employees contribute to the happiness of pets. Our veterinarian-led facilities flourish in an atmosphere of positivity, empathy, and inclusivity, where every team member plays a vital role in fostering a supportive environment. By...

  • Client Relations Associate

    2 months ago

    Dallas, Texas, United States Elite GI. Full time

    Client Relations AssociateAt Elite Generations, we're dedicated to making a positive impact on our community. As a Client Relations Associate, you'll play a key role in supporting our nonprofit clients in their charitable outreach efforts.Key Responsibilities:Donor Engagement: Engage with potential donors during fundraising events to drive charitable...

  • Client Relations Associate

    4 weeks ago

    Dallas, Texas, United States Elite GI. Full time

    Client Relations AssociateAt Elite Generations, we're dedicated to making a positive impact on our community. As a Client Relations Associate, you'll play a key role in supporting our nonprofit clients in their efforts to expand their charitable outreach.Key Responsibilities:Donor Engagement: Engage with potential donors during fundraising events,...

  • Client Relations Associate

    2 weeks ago

    Dallas, Texas, United States Elite GI. Full time

    Unlock Your Potential as a Client Relations AssociateAt Elite Generations, we're dedicated to making a positive impact on our community. As a Client Relations Associate, you'll play a vital role in supporting our nonprofit clients in their efforts to expand their charitable outreach. Your proactive approach will help drive innovative fundraising initiatives...

  • Public Relations Content Specialist

    2 weeks ago

    Dallas, Texas, United States Champion Management Group, LLC Full time

    Job Title: Public Relations Content SpecialistChampion Management Group, LLC is seeking a highly skilled Public Relations Content Specialist to join our team. As a key member of our PR and Digital Media team, you will be responsible for creating engaging and relevant content that meets and exceeds our clients' expectations.Key Responsibilities:Leverage your...

  • Client Relations Associate

    1 week ago

    Dallas, Texas, United States Aveanna Full time

    Job SummaryThe Client Relations Associate will play a vital role in educating clients on products and services provided by Aveanna. This position requires excellent communication skills, both written and verbal, to coordinate service or product delivery with local teams and sell or introduce new corporate products or services to established...

  • Client Relations Associate

    2 weeks ago

    Dallas, Texas, United States Elite GI. Full time

    Elite Generations: Making a Positive ImpactWe're committed to supporting our community through innovative fundraising initiatives. As a Client Relations Associate, you'll play a key role in executing direct marketing campaigns and engaging with individuals to champion our client's causes and missions.Responsibilities:Engage with potential donors during...

  • Client Support Specialist

    2 weeks ago

    Dallas, Texas, United States Aperia Full time

    About AperiaAperia Solutions is a leading provider of SaaS solutions for the Payments and Compliance industries. Our company is headquartered in Texas and has offices in Dallas, Washington DC, and Vietnam. We are a fast-paced, global organization that strives to improve efficiency in compliance, risk, and customer service operations.Job DescriptionWe are...

  • Senior Client Intake Specialist

    1 month ago

    Dallas, Texas, United States The Matian Firm, APC Full time

    Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Responsibilities:Client Screening: Screen telephone calls and emails to...

  • Senior Client Intake Specialist

    3 weeks ago

    Dallas, Texas, United States The Matian Firm, APC Full time

    Job Title: Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client services team, you will be responsible for providing exceptional customer service and ensuring a seamless client experience.Key Responsibilities:Screen telephone calls and schedule...

  • Client Services Specialist

    2 weeks ago

    Dallas, Texas, United States Aon Full time

    {"h1": "Empower Results for Our Clients", "p": "As a Client Services Specialist at Aon, you will play a critical role in delivering innovative and effective solutions to our clients. You will be part of an industry-leading team that empowers results for our clients by providing exceptional service and support. Key Responsibilities: * Maintain an updated...

  • Senior Client Intake Specialist

    2 weeks ago

    Dallas, Texas, United States The Matian Firm, APC Full time

    Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. As a key member of our client onboarding process, you will be responsible for screening potential clients, obtaining case details, and collaborating with our attorneys to complete the initial consultation process.Key...

  • Senior Client Intake Specialist

    3 weeks ago

    Dallas, Texas, United States The Matian Firm, APC Full time

    Senior Client Intake SpecialistWe are seeking an experienced Senior Client Intake Specialist to join our team at The Matian Firm, APC. This role requires strong sales experience and a desire to grow within the legal industry.Key Responsibilities:Screen telephone calls before scheduling an attorney-client consultationPersistently monitor all potential new...

  • Senior Client Service Specialist

    1 week ago

    Dallas, Texas, United States Relation Insurance Inc Full time

    Job SummaryWe are seeking a highly skilled Senior Client Service Specialist to join our team at Relation Insurance Inc. As a key member of our customer service team, you will be responsible for ensuring client retention goals are met by responding promptly to requests from clients, prospects, and members of the production staff.Key ResponsibilitiesAssist the...

  • Client Services Specialist

    2 weeks ago

    Dallas, Texas, United States Aon Full time

    Join Aon's Team as a Client Services SpecialistAon is seeking a highly skilled Client Services Specialist to join our team in Dallas, TX. As a key member of our Benefit Solutions team, you will play a crucial role in delivering innovative and effective solutions to our clients.Key Responsibilities:Maintain an updated internal content management system for...

  • Client Success Specialist I

    1 week ago

    Dallas, Texas, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Client Success Specialist IAt Corient Private Wealth LLC, we're dedicated to empowering our clients to achieve their financial goals. As a Client Success Specialist I, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Serve as the primary point of contact for...

Client Relations Specialist

2 months ago

Dallas, Texas, United States Profinium Financial, Inc. Full time

Customer Service Representative

Job Category: Personal Banking

Job Details

Overview

As a vital member of our team, you will play a crucial role in delivering exceptional customer experiences to clients of Profinium Financial, Inc. Collaborating with the Personal Banking division, your mission is to assist customers in realizing their financial aspirations while fostering enduring relationships. You will also identify opportunities for enhancing banking operations and contribute to creating a remarkable client journey.

Key Responsibilities

75% - Customer Engagement

  • Welcome customers with a warm and professional demeanor, guiding them to the appropriate personnel.
  • Handle incoming calls, ensuring they are directed to the correct department or individual.
  • Execute payment and receipt functions for clients, including cashing checks, processing deposits, withdrawals, and loan payments. You may also assist with selling gift cards and money orders.
  • Deliver a high standard of customer service, demonstrating knowledge of the bank's products to effectively meet client needs.
  • Assist clients in opening new accounts and addressing their ongoing account requirements.
  • Maintain daily cash balances securely and adhere to assigned drawer limits.
  • Identify and report any suspicious activities, exercising sound judgment in consulting management when necessary.
  • Comply with relevant laws and regulations related to your responsibilities, including privacy and funds availability policies.

15% - Retain/Expand/Attract (REA)

  • Support the overall REA initiatives, with specific goals set by management regarding services like check cards and direct deposits.
  • Achieve team partnership results based on annual targets communicated by your supervisor.
  • Contribute to the successful attainment of branch and bank objectives as outlined in the annual organizational goals.
  • Possess a comprehensive understanding of the bank's offerings and effectively communicate their value to clients or refer them to the appropriate expert.

10% - Additional Responsibilities

  • Evaluate emerging issues and potential risks.
  • Provide support in compliance-related matters as needed.
  • Collaborate with fellow bank employees to assist in various banking activities.
  • Foster a positive and energetic workplace culture at Profinium by embodying our Purpose, Pledge, and Pursuits (P3s) and Core Values.

Competencies

  • Attention to Detail
  • Effective Communication
  • Customer Orientation
  • Problem Solving
  • Team Collaboration
  • Technological Proficiency

Qualifications

  • A commitment to exceptional client experiences and a strong team-oriented mindset.
  • A pride in delivering quality service while enjoying the process.
  • A high school diploma or equivalent is required.
  • Preferred experience of 1-2 years in a community banking or customer service setting.
  • Familiarity with banking systems is advantageous.
  • Proficiency in various software applications, particularly within the Microsoft Office Suite.
  • A numerical aptitude and the ability to handle cash accurately.
  • Capability to maintain confidentiality of sensitive information.
  • Skills necessary for a typical office environment, including computer literacy and familiarity with office equipment.
  • Physical ability to navigate the office environment and occasionally lift up to 25 pounds with assistance.

Profinium Financial, Inc. is an equal opportunity employer, committed to diversity and inclusion in the workplace.