The Senior Customer Service Representative is knowledgeable of features of products and services to drive that exceptional customer experience. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers.
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
Education, Qualifications and Experience of the Sr. Customer Service Representative
- 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
Preferred experience of the Sr. Customer Service Representative
- Previous experience in the financial field