Client Service Representative
1 month ago
ESSENTIAL JOB FUNCTIONS:
- Provide day-to-day software support to customers via the telephone. Research problems as necessary and provide resolutions to customers. Escalate calls according to department expectations to Level 2/ Account Executive or other teams as outlined.
- Research and document software problems and forward them to Account Executive for processing.
- Take responsibility for increasing job knowledge, familiarity with credit union operations, and training and problem-solving skills.
- Maintain a positive contribution as a member of the Client Service team and complete all tasks assigned by management to meet team objectives.
- Provide on-site support and training as needed.
- Complete all other duties as assigned by management.
JOB QUALIFICATIONS:
- High School graduate or equivalent is required.
- Familiarity with credit union operations is preferred.
- Excellent verbal communication and telephone skills; ability to compose single correspondence or other materials as directed.
- Ability to use discretion when dealing with sensitive or confidential data.
- Experience and aptitude using Microsoft application software (Outlook, Word, Excel, and PowerPoint) preferred.
- Superior typing, telephone and basic clerical skills preferred.
- Excellent organizational skills: ability to effectively handle multiple priorities and meet deadlines.
- Thoroughness, excellent attention to detail; ability to take initiative and work independently.
- Requires valid driver’s license.
About CU* Answers:
CU*Answers offers a wide array of career opportunities ranging from software development to customer service roles. With our employee development initiatives, we focus on our employees finding a career, not just a job. CU*Answers has a proven track record of developing staff members and promoting from within. If you are ready to join a team built on the principles embedded throughout the credit union industry, check out our career opportunities today
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