Job Description – Customer Service Representative

Title: Customer Service Representative

Reports To: Office Coordinator

Summary:

The Customer Service Representative (CSR) is responsible for serving customers in person and via the telephone. The CSR is accountable for dealing with customer complaints, inquiries, and processing transactions. CSR follows all bank procedures and policies when providing customer service. CSR participates in all assigned training, setting and meeting personal goals. CSR understands his/her role as a brand ambassador and provides positive brand experiences to all customers.

Job Duties:

• Maintaining and growing sales relationships with existing clients
• Identifying and soliciting potential clients
• Assessing clients' needs, recommending or assisting in the selection of appropriate goods or services, and negotiating prices of other sales items
• Providing input into product design where goods or services must be tailored to suit clients' needs
• Developing sales presentations, proposals, or other materials to illustrate benefits from use of goods or services
• Estimating costs of installing and maintaining equipment or service
• Preparing and administering sales contracts and maintaining customer records
• Consulting with clients after sale to resolve problems and to provide ongoing support
• Handling customer's phone ordering

Requirements:

• High school diploma or GED required
• A certificate or diploma in a related field preferred
• Strong customer service and troubleshooting skills
• Able to effectively communicate both verbally and in writing
• Able to work well under pressure
• Strong attention to detail
• Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
• Computer literate, including effective working skills of MS Word, Excel, and e-mail
• Proven data entry and typing skills
• Professional appearance and manners
• Strong work ethic and positive team attitude
• Strong skills for sales