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Customer Care Associate

2 months ago

Ontario, California, United States Scopeair Full time

Customer Service Representative - Scopeair

Job Category: Client Services Requisition Number: CUSTO003339

Job Overview

Key Responsibilities

As a Customer Service Representative, you will:

  1. Address inquiries regarding company services and execute various account management tasks.
  2. Act as a resource for team members, providing guidance and support.
  3. Promote additional services and perform related administrative duties as necessary.
  4. Handle miscellaneous customer requests, including payment stops, automatic transfers, and check orders.
  5. Assist customers with basic loan applications, including personal and consumer loans.
  6. Process wire transfers within your designated authority.
  7. Manage credit applications and related requests.
  8. Respond to customer inquiries and transaction requests via phone, mail, and online platforms.
  9. Support management with daily operational tasks, including generating customer reports and data collection.
  10. Provide coverage for the teller line as staffing needs arise.
  11. Participate in identifying and managing departmental risks.
  12. Ensure compliance with company policies and risk management protocols in daily operations.
  13. Deliver exceptional service in alignment with our Service Excellence standards.
  14. Assist customers with intermediate lending applications, including mortgages and home equity lines of credit.
  15. Conduct independent research to resolve account-related issues.
  16. Perform other duties as assigned.

Desired Skills and Qualifications

The ideal candidate will possess:

  • A comprehensive understanding of company products and services.
  • Familiarity with organizational functions, policies, and procedures.
  • Strong verbal and written communication abilities.
  • Excellent organizational skills.
  • The capability to maintain an efficient workflow.
  • The ability to thrive in a fast-paced environment.
  • Basic to intermediate proficiency in Microsoft Office and web-based applications.

Education and Experience

A High School Diploma or equivalent is required. A minimum of two years of experience in a customer-facing role is preferred.

Work Schedule

This position is full-time and hourly. Flexibility to work additional hours may be required based on business needs.