26 Client Relations jobs in Palmetto

Description Position at Suncoast Veterinary Emergency & Specialty Center Suncoast Veterinary Emergency & Specialty Center, located in Sarasota, Florida, is expanding the Client Services Team to better serve our clients and patients! We are currently seeking a Lead Client Services Specialist to support the day-to-day operations of the front desk team and partner with hospital leadership in delivering exceptional client and patient experience.Our staff is closely aligned and committed to providing the highest quality of care to our patients and their families. Highly motivated candidates who are able to multitask and maintain a steady work pace are desired. Our ideal team members will work quickly and efficiently, with outstanding communication skills. Someone who has a strong work ethic, drive, and good follow-through will be the perfect addition to our customer-centered Client Services team.This role will also provide broader operational support in areas such as scheduling, financial processes, internal system coordination, and occasional collaboration with hospital leadership on initiatives that support our clients, referring veterinarians, and community presence.Applicants must be able to work varied shift hours, including nights, weekends, and holidays. Candidates ideally should have front desk experience in the veterinary field. They must also be able to communicate effectively with clients and coworkers, deliver exceptional customer service, show empathy and compassion for our clients and patients, have excellent phone skills, and be able to efficiently multitask. Proficiency with AVImark Veterinary Software is highly desired!Our pay is beyond competitive, and we have an outstanding benefits package, including health insurance, 401k, employee pet healthcare discounts, uniforms, double time pay for working holidays, night and weekend shift pay differential and more! Required qualifications:A professional manner and appearance are essentialHigh school diploma or GEDTwo (2) years of experience working in customer serviceAbility to work nights, weekends, and some holidays if neededPreferred qualifications:One (1) year or more of experience working in veterinary customer serviceAssociate's degree or higher, or equivalent work experienceVeterinary practice software proficiency in AVImarkPrior experience in a lead, trainer, or supervisory capacity is a plusSchedule:Evenings, weekends, and nightsFull-timeThis position requires excellent customer service skills and the ability to remain calm and focused in emergency situations. The Lead Client Services Specialist greets clients, checks in their beloved pets, and helps assess the urgency of each case. They must maintain a professional, compassionate demeanor at all times.The Lead Client Services Specialist also serves as a key point of contact between the medical team and the client. They accurately enter patient and client information, process deposits and payments, and ensure the front desk, lobby, and exam rooms remain clean and organized. Most importantly, they provide empathetic support and clear communication to our clients during what can often be very stressful moments.Benefits: Complimentary Short-Term Disability Complimentary Life Insurance; with options to purchase additional voluntary benefits for self or family Company Sponsored Employee Assistance Program (Headspace) 401K with 100% company match up to 3% and 50% company match up to 5%, eligible after 6 months of employment United Health Care UMR Insurance Plans with 3 tiered options Flexible Spending Account or Health Savings Account options United Healthcare Dental Insurance; includes a 100% paid premium option for team members United Healthcare Vision Insurance options Long Term Disability option (paid for by employee) Progyny-Fertility and Family Building Support (up to $10,000 per attempt/ $30,000max) Team Member Discounts for Pet Care Paid time off - inclusive of sick, personal, and vacation LGBTQIA+ support with FOLX HEALTHCARE (if UMR enrolled)Sword Digital Musculoskeletal & Physical Therapy Program (if UMR enrolled)Referral Bonus ProgramDailyPay on DemandUnited Veterinary Care provides equal employment opportunities to all employees and applicants for employment in all job classifications without regard to race, color, religion, age, mental disability, physical disability, medical condition, gender, sexual orientation, genetic information, ancestry, marital status, national origin, veteran status, and other classifications protected by applicable state and local non-discrimination laws.

Job Type

Full-time

Description

Job Summary:

Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.

Essential Functions:

• Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.
• Receives, posts, pays out funds, balances and proofs customer accounts.
• Opens new accounts for checking, savings, business accounts, IRA, etc.
• Identifies customer needs and recommends specific products and/or services by use of CNA process.
• Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.
• Maintains and balances cash drawer.
• Accepts and posts credit card and loan payments and payoffs.
• Performs account research and problem solving as needed.
• Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
• Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
• Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
• Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.
• Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.

• Makes tele-consulting as necessary.
• Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing.
• Contributes to the team effort by performing other job-related duties as assigned.

• Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. *
• Embraces the "ASK" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. *
• Demonstrates proficiency with ERB process through audit of the CNA folders. *
• Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. *
• Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.
• Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available.
• Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.
• Maintains regular attendance and punctuality as evidenced by attendance records.
• Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.

• Talking-Ability to express or exchange ideas by means of the spoken word.
• Hearing-Ability to receive detailed information through oral communication.
• Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually.
• Standing-Ability to stand on feet for long periods of time.
• Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.
• Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard.
• Reaching-Ability to extend hand/arms in any direction to move/handle objects.
• Lifting-Ability to lift and/or move up to 25 pounds.

• High school diploma or equivalent required.
• Minimum 1 year customer service or cash handling experience/skills required.
• Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.
• Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.
• Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.
• Basic computer skills and the ability to learn industry-related software are required.

Job Type

Full-time

Description

Job Summary:

Provides superior service to bank customers by performing banking transactions, opening new accounts, and expanding customer relationships.

Essential Functions:

•Maintains and balances a cash drawer, performs ATM, and assists with end of night balancing, while following security protocol.

•Receives, posts, pays out funds, payoffs, balances, and proofs customer accounts.

•Opens new accounts for checking, savings, business accounts, IRA, etc.

•Adheres to Ask Program and customer onboarding process.

•Identifies customer needs and recommends specific products and/or services by use of CNA process.

•Expands customer relationships by making appropriate referrals. To include mortgage/consumer loans.

•Performs account research and problem solving as needed.

•Cross-trains in other areas of the financial center, such as ATM, Vault, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.

•Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.

•Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.

•Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.

•Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.

Secondary Functions:

•Makes onboarding calls to existing customers and tele-consulting as necessary.

•Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying, and filing.

•Contributes to the team effort by performing other job-related duties as assigned.

Requirements

Standards:

•Proficient in technical processing of all phases of the CSR I position (transactions, new account opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing and account closing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation.

•Dual control team member to open/close the financial center by following security protocol.

•Embraces the "ASK" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms.

•Demonstrates proficiency with ERB process through audit of the CNA folders.

•Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation.

•Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.

•Must have completed and passed all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available.

•Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.

•Maintains regular attendance and punctuality as evidenced by attendance records.

Physical Demands:

•Talking-Ability to express or exchange ideas by means of the spoken word.

•Hearing-Ability to receive detailed information through oral communication.

•Seeing-Ability to view a computer screen for an extended periods of time and/or identify individuals visually.

•Standing-Ability to stand on feet for long periods of time.

•Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.

•Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard.

•Reaching-Ability to extend hand/arms in any direction to move/handle objects.

•Lifting-Ability to lift and/or move up to 25 pounds.

Knowledge, Skills and Abilities:

•High school diploma or equivalent required.

•Minimum 1year customer service or cash handling experience/skills required.

•Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.

•Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.

•Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.

•Basic computer skills and the ability to learn industry-related software are required.

PM19

An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities

Job Type

Part-time

Description

This position is located at our Lakewood Ranch branch location.

Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.

Essential Functions:

• Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.
• Receives, posts, pays out funds, balances and proofs customer accounts.
• Opens new accounts for checking, savings, business accounts, IRA, etc.
• Identifies customer needs and recommends specific products and/or services by use of CNA process.
• Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.
• Maintains and balances cash drawer.
• Accepts and posts credit card and loan payments and payoffs.
• Performs account research and problem solving as needed.
• Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
• Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
• Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
• Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.
• Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.

• Makes tele-consulting as necessary.
• Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing.
• Contributes to the team effort by performing other job-related duties as assigned.

• Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. *
• Embraces the "ASK" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. *
• Demonstrates proficiency with ERB process through audit of the CNA folders. *
• Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. *
• Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.
• Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available.
• Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.
• Maintains regular attendance and punctuality as evidenced by attendance records.
• Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.

• Talking-Ability to express or exchange ideas by means of the spoken word.
• Hearing-Ability to receive detailed information through oral communication.
• Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually.
• Standing-Ability to stand on feet for long periods of time.
• Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.
• Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard.
• Reaching-Ability to extend hand/arms in any direction to move/handle objects.
• Lifting-Ability to lift and/or move up to 25 pounds.

• High school diploma or equivalent required.
• Minimum 1 year customer service or cash handling experience/skills required.
• Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.
• Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.
• Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.
• Basic computer skills and the ability to learn industry-related software are required.

The International Auto Spa of Sarasota is looking for responsible, dependable Client Service Teammates. Previous sales experience a PLUSValid Driver's LicenseMust be 18 years of ageExcellent driving record, including no speeding tickets or traffic violations.Clean Background CheckPass Drug ScreeningExcellent communications skillsTeam player with a great attitudeEOE/DFWP Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.