Customer Service Representative

3 days ago

Gig Harbor, Washington, United States Talentrust Full time
About the Role

We are seeking a highly skilled and experienced Customer Service Representative to join our team at Talentrust. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer service and support to our clients.

Key Responsibilities
  • Customer and Client Interaction and Support: Provide timely and effective support to customers and clients through various communication channels, ensuring high levels of satisfaction and loyalty.
  • Payment Processing: Handle customer payments accurately and efficiently, ensuring compliance with company policies and procedures.
  • Documentation Management: Provide customers and clients with necessary documentation, including account statements and invoices, and other requested information.
  • Refunds and Adjustments: Process customer and client refund requests promptly and accurately, ensuring all necessary approvals and documentation are in place.
  • Account Maintenance: Conduct account ratings and reviews to ensure accuracy and compliance with company standards, working closely with the accounting and booking departments to resolve account discrepancies and issues.
  • Insurance Tracking: Collaborate with a third-party insurance tracking provider to ensure customer and client accounts are up to date and compliant with insurance requirements.
  • Customer Portal Assistance: Assist customers with accessing and navigating the customer portal, providing support and guidance on utilizing the portal's features and resolving any technical issues.
  • Customer and Client Relationship Management: Build and maintain positive relationships with customers and clients by providing attentive and personalized service, proactively identifying opportunities to improve customer and client satisfaction and retention.
Requirements
  • At least 3 years of experience as a Customer Service Agent or Account Manager in the financial services banking or related industry.
  • Associates degree in business, communications, or social science.
  • Regular attendance, schedule adherence, and openness to work overtime if offered.
  • Ability to work with management on adjustment of schedule based on business needs.
  • Proficient in Microsoft Office, including Excel, Word, Outlook, and Adobe.
  • Proficient in Salesforce.
  • Experienced in Dialpad.
  • Superior communication skills - both written and verbal, especially regarding email etiquette.
  • Detail-oriented and organized with a proven ability to prioritize work effectively.
  • Enthusiasm and positive energy, support for your teammates.
Desired Qualifications
  • At least 5 years of experience in customer service or relevant field.
  • Bachelor's degree in business, communications, or social science.
  • Knowledge of the Equipment Loan / Leasing Finance industry is preferable, but not required.
  • Bilingual Spanish is preferable, but not required.

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