Client Services Representative (CSR)
Fifth Third Bank
3d ago


As a member of our growing team, many of the Client Services Representative duties include, but are not limited to the following : Operate as the lead point of contact, along with the LaSalle Sales Representative, for matters specific to assigned commercial and enterprise clients Build and maintain strong, long-lasting client relationships with assigned account base Meet with assigned accounts to assess current procedures and make decisions and recommendations around the implementation of processes and best practices for each client’s asset and contract management which includes preparing documentation or presentations as needed Work with assigned accounts to analyze their maintenance service level needs and propose the most cost effective solution for that client’s requirements Evaluate how assigned customer-base will be using LAMP and determine the best training procedures to align with customer usage Facilitate and ensure LAMP training for all assigned customer users Propose and implement LAMP customizations required to meet customers’ needs which sometimes include creative solutions for new enhancements to LAMP Complete all requested services quotes and orders from client, sales or internal team for clients and prospects Coordinate with PSG for the completion of all requested hardware quotes from client or sales team Work with the PSG team to ensure the most efficient and cost-effective ordering and delivery process for assigned account hardware transactions Collaborate with PSG in preparing and placing orders, confirming shipments and providing tracking detail for product transactions Analyze factors unique to each deal, including resources, cost and other factors, to determine the best vendor for each services opportunity Assist with internal training of new team members in the CSR and Client Services Associate (CSA) roles Evaluate and interpret network data sources (client / LAMP / Cisco) to prepare a summary of audited results and present to prospective clients or reconciliation for existing clients Determine priority of external client requests and internal sales team requests for all assigned accounts in order to ensure the timely and successful delivery of our solutions according to customer needs and objectives Consult with vendor account teams to ensure pre-order accuracy and relay post-order conversion details Evaluate and compile all post-sale information to be communicated to accounting team for invoicing Complete all procedures for managing backend account-related LAMP activity including, but not limited to, creating sites and implementing move, add, change activity Assess and communicate overall customer account activity to sales team as needed Handle confidential and proprietary information with discretion Update personal knowledge by participating in industry related educational and networking opportunities Perform all other account-related duties as assigned or requested SUPERVISORY RESPONSIBILITIES : N / A MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED : Bachelor’s Degree in related field of study Minimum 3 - 5 years of experience working with Cisco Systems service offerings, databases and online tools Strong Microsoft Excel skills Proven ability to manage multiple projects at a time while paying strict attention to detail Experience in delivering client-focused solutions based on customer needs Highly professional Excellent written and oral communication skills.

Strong presentation skills Flexible and adaptable Excellent analytical skills Highly motivated to succeed Personable team player Ability and experience adapting to new processes and procedures Basic accounting skills All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made.

All job requirements listed indicate the minimum level of knowledge, skills and / or ability deemed necessary to perform the job proficiently.

This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements.

Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.

Client Services Representative (CSR) LOCATION Virtual, Illinois 00000 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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