Customer service representative job description
Customer service representative job description include key duties/responsibilities:
1. Perform various customer service activities, including selling and opening new checking and savings accounts, establishing direct deposit accounts and opening retirement accounts.
2. Responsible for selling travelers’ checks and savings bonds, and drafting funds from other financial institutions.
3. Handle client problems, answer general inquiries and complaints.
4. Responsible for developing a working knowledge of Company price list, cost of goods, in order to quote prices to customers and potential customers by memory, and properly quote larger, more detailed jobs.
5. Initiate activity and pricing for work being sent to outside sources and provide corresponding detailed paperwork and pricing for follow through and invoicing by our administrative staff.
6. Cooperate with administrative staff in implementation of pricing systems, especially where unusual quotes have been used to get the business.
7. Maintain, grow, and build long term relationships with account portfolio via phone calls, emails, promotions, and job quality follow up.
8. Recognition and sharing of all potential leads to Account Manager.
9. Submit weekly sales and lead generation reports to Executive team along with expense reports.
10. Act as a liaison between clients and production and administrative staff, follow up and consulting on specialty work, larger orders and questionable instructions and time frames from clients.
11. Performs administrative duties, including bidding, review of work orders for accuracy, ordering supplies, and necessary coordination with operations.
12. Coordinating with administrative and production teams in the procurement of supplies and services needed to complete projects correctly and on time.
13. Build and maintain a vendor database for outsourcing.
14. Ensure proper gross profit levels are achieved when outsourcing by providing accurate quotes, customer proof approvals, and realistic turnaround times.
15. Follows copying protocol (copyright law, confidentiality, and careful handling of customer originals).
16. Additional duties as assigned.
Related documents
• Customer service representative job specification
• Customer service interview questions
• All customer service and Sales job description
• Sales interview questions
• KPI examples
Source: Tommy Doan, hrvinet.com
Advertisement
.Sponsor sites:
1. 74 interview questions and answers - Answer samples and answer tips for 74 common interview questions.
2. Ultimate Guide To Job Interview Answers - Best answer samples and answer tips for job interview questions.
3. Phrases For Performance Appraisals - New 'Phrases For Performance Appraisals' Resource Guide Offers Sample Phrases In Various Categories Of KPIs Used By Professionals To Write Their Performance Reviews.
4. Job interview questions - Free over 300 top job interview questions.
5. Interview questions and answers - Free 51 job interview questions and answers.
6. Performance appraisal - Forms, methods, tips of performance management.
This entry was posted on Tuesday, March 10th, 2009 at 8:17 am and is filed under Customer service job descriptions. You can leave a response, or trackback from your own site.
