Customer Service Representative

Customer Service Representative

Requirements

• Bachelor’s degree from an accredited college/university or equivalent B2B client service experience
• Strongly preferred minimum of two years of business-to-business (B2B) client/customer service experience; preferably consultative customer service experience working within the banking, insurance, hospitality, retail and/or legal industry.
• Strong organizational, time management and multi-tasking skills
• Ability to absorb product knowledge quickly and process information to apply to customer needs
• Ability to make sound business decisions and exercise discretion and judgment
• Ability to appropriately balance the quantity and quality of work
• Dedicated to achieving targets and consistently producing high-quality, accurate results
• Strong analytical and problem-solving skills
• Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint, Adobe, and Outlook.

Responsibilities

• Deliver prompt and professional service to our customers (Banks, Leasing & Lending Companies, or Corporations) through verbal and written communications
• Provide consultative customer service; help to identify customers compliance challenges, and business needs, while utilizing product and industry knowledge to provide solutions and initiate orders crucial to lien management compliance
• Maintains a clear understanding of client requirements, building and maintaining strong client relationships
• Proactively manage the full-life cycle of the order process and drive cross-selling opportunities to promote additional offerings to meet our customer needs
• Efficiently manage, organize, and prioritize high volumes of requests using Salesforce and other internal systems to ensure timely and accurate customer responses. Proactively asking clarifying questions rather than making assumptions about customer needs
• Operates efficiently with minimal supervision, demonstrating self-motivation and the ability to work independently
• Strive to become a subject matter expert in the department, company, and industry by continuously learning through job-related training and extensive work experience
• Must demonstrate sound judgment, tact, and diplomacy when interacting with both internal and external customers, and possess the capability to manage confidential and proprietary information effectively
• Fosters respectful and supportive team relationships by treating others with respect, being sensitive to diverse needs, listening humbly, embracing change, and advocating for continuous improvement and change management.

Preferred Qualifications

• Experience generating add-on sales revenue preferred