Representative, Service Job Description

Representative, Service Job Description

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Representative, service provides a high level of quality customer service to all facets of bank assigned corporate customers with commercial banking products such as loans, trade finance, new accounts, wire transfers, overdraft conditions and uncollected funds usage.

Representative, Service Duties & Responsibilities

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

Sample responsibilities for this position include:

Tracking completeness of records on hospital discharges using PIR, AQ, SCRIPT
Supports all MSC solutions in the field by performing the following
Travels to MSC VMI customer locations to scan MSC items for receipt by the AS/400 system
Assists in identification and cross-referencing of product for the VMI program
Maintains and updates all VMI equipment
Monitor the minimum and maximum product quantity at customer locations
Supplies reports supporting solutions as directed by the needs of the branch
Under direct guidance resolves customer issues and increases product knowledge
Provides communication and feedback to the sales representative and supervisor as appropriate to ensure full customer satisfaction
Logs all event daily event activity with in CRM

Representative, Service Qualifications

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

Licensing or Certifications for Representative, Service

List any licenses or certifications required by the position: CPR, ITIL, CCNP, CCNA, SITA, APA, NATE, ASL, GSL, PSL

Education for Representative, Service

Typically a job would require a certain level of education.

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

Skills for Representative, Service

Desired skills for representative, service include:

Balancing
Bank products
Banking
Branch operations
Cashiering
Credits
Debits
Loans and lending processes and procedures
Math
New accounts

Desired experience for representative, service includes:

Must demonstrate proficiency in navigating various PC and MS Office Suite applications the use of web-based tools
6 mo+ proven customer service experience
Able to travel out of town on a weekly basis
Must have minimum typing skills of 35 to 50 WPM as this position requires timely and accurate record keeping
Preferred knowledge in Crew Automated Tracking Systems (CATS) and Totally Automated Office (TAO)
Must Provide consistent, clear and accurate phone etiquette

Representative, Service Examples

1

Representative, Service Job Description

Job Description Example
Our company is growing rapidly and is hiring for a representative, service. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for representative, service
  • Responsible for assisting the insurance company’s employees with any rental concerns which include assistance on extensions and receivable questions
  • Accountable to deliver experiences that exemplify the Customer Service Promise to build and maintain customer loyalty
  • Servicing an in-force block of business participating in the acquisition and installation of new business
  • Participate in project related activities to support region goals
  • Actively seek to find solutions to client issues
  • Create an environment that promotes team member accountability and autonomy
  • Process cases utilizing various workflow, administrative, and LOB (Line of Business) systems accurately and cost-effectively and in compliance with internal service and state and federal regulatory standards
  • Analyze cases for IGO and determine level of complexity of the request
  • Contact the appropriate resource to assist in resolving the request, if NIGO
  • Handles sensitive communications with customers and financial associates, which may include highly confidential information or complaints
Qualifications for representative, service
  • Knowledge of standard desktop applications such as Microsoft Office Suite
  • Hold a valid driver’s license and passport
  • Understanding of basic sales skills
  • Minimum of 2 years high end Hospitality customer service experience
  • Aviation knowledge
  • Solid command of hospitality service to include, at minimum, proper command of language, proper introductions, table settings and basic wine and beverage service
2

Representative, Service Job Description

Job Description Example
Our company is hiring for a representative, service. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for representative, service
  • Input wire transfers received via fax, and email
  • Repairs wire transfers received from SWIFT, Fedwire and other ISO channels
  • Provide on-the-job assistance and support the processing/completion of wire payments
  • Interacting with teammates, customers and other lines of business such as Help Desk, Investigations
  • The training/education of patients and/or caregivers in the safe and proper use of equipment purchased or rented from AHOM
  • Administer payroll for personnel
  • Record all pertinent data in PeopleSoft HR Database
  • Data entry and quality control of all computer entries
  • Make all accounts on regularly assigned basis, following SG 7 steps to a sales call
  • May involve evening and weekend scheduling during special promotions and/or working with suppliers
Qualifications for representative, service
  • Must demonstrate proficiency in keyboarding
  • As part of applicant process, must take Customer Service Assessment for non KP employees only
  • Adapt to change and new situations
  • PC skills and knowledge of Excel, Powerpoint and Word
  • Experience with multiple phone lines preferred
  • Must have an excellent disposition and be customer service-oriented
3

Representative, Service Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of representative, service. 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 representative, service
  • Checking and processing information and supporting documentation for Service Contracts onto internal systems
  • Loading information to our finance system to ensure that payments can be taken on a monthly basis
  • Managing tech tool and online diagnostic administration
  • Continuously look to create and improve process in order to make our work more efficient
  • Become confident in owning either Renault or Volvo process
  • We also have lots of adhoc tasks such as reporting, system improvements, GAP insurance, road fund licence and excess mileage which allow us to learn new skills
  • Responsible for courier-related tasks and responsibilities adherence to courier-related policy and procedures, in addition to
  • Marketing and upselling services to existing customers, including hall-walking and flyering
  • Creating and maintaining dropboxes
  • Identifying process improvement opportunities based on field observations
Qualifications for representative, service
  • Must successfully pass basic computer literacy test
  • Skills to work with multiple tasks simultaneously and under pressure
  • Knowledge of the rules of formality by telephone
  • Willingness to listen, serve and negotiate with clients (internal / external)
  • Sense of urgency to deal with situations
  • One to three years prior customer service or financial service industry experience preferred
4

Representative, Service Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of representative, service. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for representative, service
  • Train and update Plan Administrators, Plan Members and Advisors on our E-Services and Administrative Practices
  • Prepare revisions for plan design changes and implement new plan design changes, while managing target dates
  • Participate in finalist presentations and work closely with Implementation Team and new clients during the implementation process to successfully install new business
  • Generate and execute sales plans in existing customer base and in assigned competitively-held accounts, to meet profit increase goals
  • Work closely with current and prospective customers to understand business needs and recommend continuous improvement and innovation plans that will maintain and grow sales
  • Evaluates carpet and vinyl flooring for condition
  • Checks air conditioning unit, heating unit, water heater, and all appliances
  • Responds to service work orders to make less technical repairs or replacements
  • Install, repair, and perform maintenance on ware washing, laundry and dispensing equipment and systems
  • Communicate our total value to the customer and strengthen our relationship
Qualifications for representative, service
  • Proficiency in office computer software, including e-mail, word processing, and spreadsheet programs required
  • Good knowledge of Group Benefits products
  • Good understanding of trends in Group Benefits industry and applicable legislation
  • Basic knowledge of underwriting concepts
  • Knowledge of the company's business operations, systems and technology an asset
  • Preferred knowledge in creating class rosters for LUS Flight Attendants
5

Representative, Service Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of representative, service. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for representative, service
  • Performs substantial amount of clerical work necessary to carry out agreements with customers
  • Prepares local service orders including those involving complex services and any associated key worksheets for company-negotiated accounts
  • Handles referred calls, as required
  • Issues Local Service Request/Access Service Requests to the ILEC’s via their graphical user interfaces and manages receipt of Firm Order Commitments, Jeopardies, and Service Order Completion notices
  • Issues LSR’s to ILEC’s for suspends/restoral/disconnects for non-paying customers
  • Prepare for and participate in employee presentations, meetings, benefit fairs and in finalist presentations
  • Manage target dates with clients and Advisors with respect to plan design changes and Prepare revisions and implement new plan design changes
  • Pool maintenance and landscape duties as needed, including pressure washing and cleaning
  • Responsible for clarification of Building Orders received from Builders and other Customers to define scope of work
  • Generate internal work orders to ensure customer expectations are met and work is processed in an expeditious manner
Qualifications for representative, service
  • Preferred knowledge in registering LUS Flight Attendants for training
  • Experience in handling situations where it has been necessary to use reasoning and good judgment
  • Ability to interpret and analyze financial information
  • Ability to prioritize, simultaneously handle multiple tasks and meet set deadlines
  • Proficiency in communication, oral and written, in English and Spanish
  • Knowledge of Windows programs, such as Word and Excel

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