Customer Service Associate Job Description
Customer service associate
provides subject matter expertise and demonstrates extensive, in-depth knowledge of all of Santander’s Bank products, services, policies, and procedures.
Customer Service Associate Duties & Responsibilities
To write an effective customer service associate job description, begin by listing detailed duties, responsibilities and expectations. We have included customer service associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Feedback promptly to customer inquiries in professional manner (Phone, email)
Proactively answering consumer inquiries via Sitka’s customer-service email account
Coordinate with Order Management Officer & Senior Team Leader to comeup with process improvement
Responsible for agent coaching and improvement
Responsible for ticket escalation
Finding the answers/solutions to customer queries/issues
Communicate and coordinate with internal, external departments
Control KPIs breach
Provide register coverage and process all customer and associate transactions at the registers
Promote company programs including warranty sales, Sportsman’s Advantage Club (loyalty program), private-label credit cards, and other seasonal promotions
Customer Service Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Customer Service Associate
List any licenses or certifications required by the position: WIC, GC, PTCB, AED, CPR, PMP, CMIS, APICS, 9001, ISO
Education for Customer Service Associate
Typically a job would require a certain level of education.
Employers hiring for the customer service associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Associates, Design, Retail Management, Communications, Technical, Marketing, Economics, Computer
Skills for Customer Service Associate
Desired skills for customer service associate include:
Store systems and store equipment
Office equipment
Services and business operations to enable resolution of customer inquiries
Bank products and services to effectively promote the Bank to customers
Teller system
Company’s products
Massage and skin care services
Banking regulations
Products offered by the Bank and corresponding policies and procedures
Email
Desired experience for customer service associate includes:
Grasps concepts quickly and has good follow through skills
Experience in high volume customer service call center
Basic skills in a Windows environment
Must have a minimum of one year of related experience and/or training
Applicants must have completed a formal credit training program and possess knowledge of commercial loan structures
Applicants must have superior written and verbal communication skills and a proficiency in Microsoft software including Outlook, Windows, Word, Excel, and PowerPoint (knowledge of Microsoft Access is not required)
Customer Service Associate Examples
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Customer Service Associate Job Description
Job Description Example
Our growing company is looking to fill the role of customer service associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer service associate
- Providing daily support for co-workers within the Customer Service Team
- Supporting other areas of the team periodically as business needs change
- Performing other duties as needs arise
- Provide the very best in customer service
- Provide customer service regarding returns
- Accurately issue fish and game licenses
- Ring in A/R sales, and take A/R payments and tax exempt sales
- Complete customer phone orders
- Maintain appearance of Front End, clean, stock, and face merchandise
- Process all customer orders and follow-up on customer complaints, requirements or needs
Qualifications for customer service associate
- Prioritize and work independently collaborate with teammates for effective workload management and to fulfill customer requirements
- Complete understanding of the OSI system necessary to perform accurate work is required
- Position requires flexibility and willingness to travel to other locations/branches and to adapt to schedule changes during the workday to include evenings, Saturdays, lunch hours and break times
- Must be available to attend after hour training as needed
- Experience working with large product line
- Comfortable with invoicing
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Customer Service Associate Job Description
Job Description Example
Our innovative and growing company is looking for a customer service associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer service associate
- Provide online assistance to policy holders and advisors if they’re having any issues
- Attention to detail when placing and filling orders to prevent waste and promote positive customer interactions
- Complete training and maintain knowledge by participating in all educational and training opportunities
- Proactively working to avoid issues, confidently making self-initiated contact, anticipating needs and addressing customer queries efficiently and effectively and providing innovative solutions
- Serve as the primary liaison with carriers and clients to facilitate the administrative aspects of all policies
- Efficient processing of incoming phone calls including premium inquires, filing claims, and processing policy change requests
- Resolve inquires, explain insurance coverage and request changes to policies
- Processing policies and endorsements, cancellations, and reinstatements within deadline time-frames
- Work closely with producers on client issues, policy processing, and claim issues
- Greeting visitors and help resolve employee and customer concerns/issues
Qualifications for customer service associate
- Familiarity with informal American English
- Can use the Audible brand voice – can build rapport and articulate Audible value proposition
- Bachelor’s degree and at least 2 years in a sales or service related role OR a high school diploma and 4 years in a sales related role
- Experience with hunting products and with Sitka products
- Proven ability to work independently interdependently within the team
- Demonstrated customer orientation and responsiveness
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Customer Service Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of customer service associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer service associate
- Supports senior-level managers in office service needs
- Backfill for front receptionist
- Perform billing and data entry duties
- Onboard/Offboard employees using clients systems
- Schedule video conferences
- Manage conference rooms and reservations
- Manage catering of meals for meetings
- Assist clients during meetings with general duties
- Order office and canteen supplies
- Troubleshoot IT issues
Qualifications for customer service associate
- Must be able to communicate both orally and in written form effectively
- Must be able to handle customer situations
- Strong quantitative, analytical and problem solving background
- Demonstrated ability to drive change and meet deliverables
- Customer Service/Vendor Management experience
- Ability to work with multiple functional groups on multiple project
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Customer Service Associate Job Description
Job Description Example
Our company is hiring for a customer service associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer service associate
- Answer calls from Call Center Representatives or directly from customers to assist with questions and requests
- Review lapsing policies for proper disposition
- Works with team to meet team and department goals
- Provides training to other team members in area(s) of expertise
- Receive and confirm Electronic Customer Message exchange
- Collect and store Shipping relevant Documentation
- Bill of Lading handling (B/L)
- Port Filing handling
- Advance Customs notice handling
- Reconciliation process concerning Financial system
Qualifications for customer service associate
- Ability to perform/ process investment changes including current and future allocations with minimal errors
- Are customer focussed
- Are good at problem solving and being a proactive thinker
- Are computer literate
- Have the ability to thrive in a fast paced, ever changing environment
- Minimum of two years customer service experience to include working with multi-line telephone systems required
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Customer Service Associate Job Description
Job Description Example
Our company is growing rapidly and is looking for a customer service associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer service associate
- Source parts and assembly from internal and external vendors
- Maintain accurate order information in business system including order entry, purchasing, status monitoring and invoicing
- Assist sales channel, customers and technicians on "fit for use" questions
- Find alternatives to meet customer price and delivery expectations
- Coordinate job packs and corresponding documentations
- Process legal invoices
- Assist with preparation of board packets
- Review, research as necessary, and respond to customer requests
- Generates quotations for customer enquiries, using price lists, and coordinating input from management, production team and sales force as appropriate
- Refers technical and department-specific requests to appropriate personnel
Qualifications for customer service associate
- Knowledge of Microsoft Word, Excel, Word for Windows
- Able to read - write and follow English or French instructions
- Prior experience in Receptionist / Secretary duties
- Willingness to submit to a pre-employment criminal check
- Willingness to submit to a pre-employment criminal background check
- High School Diploma/GED is a must and at least 2nd year college level preferred