Customer Services Job Description

Customer Services Job Description

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Customer services provides a superior level of service by maintaining a detailed knowledge base on all bank products/services, related maintenance issues, related policy, procedure, and regulatory criteria.

Customer Services Duties & Responsibilities

To write an effective customer services job description, begin by listing detailed duties, responsibilities and expectations. We have included customer services job description templates that you can modify and use.

Sample responsibilities for this position include:

Continuous collation of data attributed to the Business using Oracle/Excel and providing the reports to a worldwide audience
Researching various attributes of the Plant using Oracle/Excel and liaising with various departments in the creation of reports when required
Responding to and allocating employee/third party queries via the case management system and HR Services phone line relating to, but not limited to, Benefit queries, Health Screening, Eye care policy, Season ticket loans, PMI, Dental Insurance, Emergency care, Childcare vouchers, membership listings,P60 & payslip and earning request, Recall – Interfiling collections & invoices
Management of central mailbox
Team Leader update at 121
Managing a team with performance objectives & KPIs
Act as point of contact if any escalation issues or complaints arise
Liaise with other teams within the business
Working to SLA agreements & ensuring team are
Actively contribute as a key team member within specialist area, through effective participation across all functional areas

Customer Services Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Customer Services

List any licenses or certifications required by the position: PG, SAP, SMO, IBX, 9001, ISO, CLIA, PMP, CBAP

Education for Customer Services

Typically a job would require a certain level of education.

Employers hiring for the customer services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Education, Business/Administration, General Education, Associates, Engineering, Marketing, Finance, Technical, Management

Skills for Customer Services

Desired skills for customer services include:

Bank products and services
Medical terminology
Customer Service Information Inquiry Computer Systems
Policies and procedures and bank products/services available to customers
Providing exceptional customer service on a variety of transactions
Service skills
Excel
Education
SAP
Policy coverages

Desired experience for customer services includes:

Customer oriented and strong commercial sense
An experienced customer services executive
An aptitude for servicing customers, both internally & externally and an aptitude for customer service principles and methods
Highly personable individual with the ability to empathise with and deal with colleagues and customers with respect and good humour
Ability to operate with a very high level of accuracy at all times
Experience in a fast-moving customer service environment

Customer Services Examples

1

Customer Services Job Description

Job Description Example
Our company is looking for a customer services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer services
  • Report performance metrics & actions plans to facing dealers and internally, such as Parts Availability, On time Shipping Performance, Shipping Quality
  • Interact in a friendly and professional manner with both internal and external customers
  • Develop a sound understanding of the legal, compliance and regulatory requirements of relevant market(s), and in collaboration with your team leader ensure continuous review and update of operational procedures in relation to such requirements to always reflect latest changes
  • Liaise and develop strong relationships with your team leader to ensure agreed market goals and service standards are consistently delivered in line with existing policies and procedures and ensure proper monitoring and controls are in place to achieve this
  • Be the first point of contact for your team leader for resolution or solution implementation as required
  • Strive to achieve business / market objectives, sharing (market) knowledge experience and providing assistance on referred issues
  • Show creativity in solving special issues and encourage continuous improvement through the development of new processes and procedures
  • Provide assistance / cover to team leader when necessary
  • Provide constructive feedback to Management wherever possible to further improve existing services
  • Strong emphasis on quality, transparency and good value
Qualifications for customer services
  • High levels of numeracy, accuracy and attention to detail good grammatical and spelling skills
  • Basic IT literacy and willingness to learn
  • 24/7 shift environment (including nights, weekends and holidays) – if required
  • Knowledge of Oracle systems or similar
  • Ability to understand engineering drawings and literature
  • Customer fronting management soft skills
2

Customer Services Job Description

Job Description Example
Our company is growing rapidly and is hiring for a customer services. 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 services
  • The entry of customer supplied forecasts into the APO system for subsequent loading into SAP, the verification that the data is as supplied by the customer when entered into the system
  • Support team leader in the implementation of new strategies
  • Provide accurate and informative reporting to team leader whenever required
  • Sponsor of success of the Market Specific Team and department
  • Ensure proper escalation of critical issues to team leader / Management whenever required
  • Be one of the first members of the Eclipse project team to contact a new client to arrange the set-up of their new system, in a professional and efficient manner and managing the clients expectations throughout the process
  • To assist and collaborate within dynamic teams, to facilitate the build and delivery of workflow solutions utilising the Proclaim case management application, to both new and existing clients
  • Provide support to project team members by helping to ensure deadlines are met through accurate record keeping and ensuring that communication is up to date and relevant
  • Liaising with other Eclipse departments to ensure the smooth transition and implementation of the Proclaim system
  • Download and format customer orderboards from Oracle OBIEE for distribution
Qualifications for customer services
  • A degree of self-driven motivation and organisation is important
  • Good experience working within a financial environment (min 1-2 years)
  • Excellent communication and social skills - ability to communicate effectively at all levels
  • Team player who can gain the support and commitment of peers and internal and external service partners
  • Proven analytical skills – ability to extract, analyse and assimilate information
  • Confidence and skills to manage change processes or initiatives when required
3

Customer Services Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of customer services. 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 services
  • Prepare detailed Customer/Distributor Score Cards for review on a quarterly basis
  • Data compilation for inclusion in a monthly report
  • Increase NPS year on year
  • Instruct and liaise with the Maintenance Technicians, Sub-Contractors & Material Suppliers
  • Finances - Check and sign off invoices for suppliers and sub-contractors giving consideration to material supply chain difficulties, and failure in service level agreements
  • Are junior or senior level
  • Have previous work or internship experience related to this position
  • Have a broad understanding of sustainability
  • Are involved in collegiate activities specific to marketing
  • Possess good interpersonal communications skills
Qualifications for customer services
  • Demonstrate a high level of commitment and professionalism to the role
  • Ability to work on own initiative and under pressure as a team ~ minimal direction
  • Good organisational skills - ability to ‘multi-task’
  • Ability to communicate with people effectively
  • A 2 years experience in contract, credit or customer services administration is preferred
  • Outbound Call for Auth Vs Settelment
4

Customer Services Job Description

Job Description Example
Our growing company is looking to fill the role of customer services. 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 services
  • Enjoy using their analytical skills
  • Have a strong Microsoft Office aptitude and writing skills possibly including grant writing experience
  • Have some independent research
  • Liaise to BFS in-markets teams to understand order requirements for new product launches and special orders
  • Providing on-site client assistance to resolve problems and handle complaints in a manner that ensures good customer relations with emphasis on client retention
  • Create strong relationships with Customers to increase business levels
  • Work with associates to provide a positive work environment, including but not limited to coaching sessions, performance improvement plans, developing career plans, and administering corrective actions up to and including terminations
  • Lead the PDP process with direct reports and assist in devising their development plans
  • Participate in interviewing and hiring of Account Order Coordinators
  • Partner with Human Resources to understand and communicate HR policies/procedures
Qualifications for customer services
  • Working on the various stages of Auth Vs Settelment and chargeback cycle
  • Awareness of the public library service offer
  • Excellent leadership and teamwork
  • Clear and thorough understanding of World Class Customer Service
  • Ability to motivate and coach employees
  • Internal candidate must have maintained a quality score average of 90% or above
5

Customer Services Job Description

Job Description Example
Our company is searching for experienced candidates for the position of customer services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer services
  • Lead MDI process
  • Ensure employee development plans are in place for individuals through GPS and performance reviews
  • Manages new and existing customer installations, working cross functionally to deliver services in the agreed upon timeframe and according to customer expectations
  • Responsible for customer satisfaction for a portfolio of customers measured via customer surveys and other methodology
  • Understands customers’ footprint and contractual agreements
  • This position will be responsible for operational performance during their shift and have departmental responsibility for station departments
  • Use, maintain and update company Customer Relationship Management (CRM) database (GoldMine) in order to track all sales activity identify and document key decision-makers, interests, opportunities, and expectations
  • Communicates and supports Company goals in a manner that defines the individual accountability for achievement of the goals
  • This job description reflects an assignment of essential functions
  • A proactive approach to achieving high quality standards
Qualifications for customer services
  • Effective listening skills, with the ability to discuss business problems and goals
  • Familiarity with eCommerce and general knowledge of core systems including Websphere, DOM, Calabrio, SalesForce, Sugar, Putty, strongly preferred
  • Excellent interpersonal, verbal, and written communication skills, with a high level of comfort in recommending and implementing solutions
  • Ability to take initiative and be proactive with problem solving and follow through
  • Ability to work efficiently in a deadline driven environment, while effectively managing associated stress
  • Demonstrated successful experience applying analytical skills and project management methodologies and practices

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