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