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
Find more HR documents by using categories at sidebar
Useful HR materials related:
_Appraisal Forms - Nearly 100 forms, templates of employee performance appraisal.
_Quality management - All forms, templates, procedures, standard of ISO 9000, ISO 14000, SA 8000, ISO 22000, HACCP etc
_KPI examples - Nearly 300 sample key performance indicators of human resources, sales, marketing, manufacturing, purchasing etc.
_HR books - All books of human resources management in the world.