Client Service Representative

5 months ago


Grand Rapids, United States CU* Answers Full time $16
POSITION SUMMARY:The Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries. 

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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