Principal Accountabilities and Key Activities of the Sr. Customer Service Representative
- Identifies and responds to customer’s needs in a timely and efficient manner
- Builds internal and external relationships
- Ensures customer confidentiality and private information is maintained
- Provides guidance to other staff members
- Interviews customers and process applications, making recommendations for product and services approval
- Processes payments, verifies cash, endorsements, issues receipts, ACH, etc.
- Prepares and present assigned daily marketing offers
- Responsible for assigned collection of customer accounts
- Compiles and maintains records of all daily assigned tasks
- High School Diploma or equivalent
- Minimum of 3 years previous Customer Service experience
- Ability to meet current Licensing requirements of various States and Federal regulators
- Demonstrate the ability to analyze relevant information and apply individual judgment
- Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings
- Ability to maintain confidential business and personal information
- Action and result focused
- Strong communication skills (verbal / written / interpersonal)
- Proficient with MS Office Suite products
- Must possess a valid driver’s license and the ability to operate an automobile
- Previous experience in the financial field