Equipment Finance Customer Service Representative
Highlights
- Provides high quality customer service by responding to telephone inquiries, requests and problems.
- Researches, analyzes, and provides solutions that meet the customer’s needs.
The major accountabilities of this position may include
- Resolving customer inquiries and problems on first contact; providing customers with account information; resolving or referring billing disputes; correcting payment errors; revising fee and finance charges as appropriate; account maintenance; taking card, check or other orders; acting on lost or stolen cards/checks; and researching customer problems that could not be resolved during the initial contact.
- Manage a specialized portfolio to collect payment on assigned delinquent accounts by directly communicating with customers and arranging for payment in order to minimize loss to the organization. A candidate may find success in collaborating with Senior Leaders and other functional teams in addition to working directly with our clients and sales teams to resolve and reconcile complex customer accounts. The position may provide project opportunities as well as the ability to participate as a peer mentor in coaching and guiding new employees.
Basic Qualifications
- High school diploma or equivalent
- Two to four years of relevant experience
- High school diploma or equivalent
- Two to four years of relevant experience
Preferred Skills/Experience
- Good knowledge of concepts, practices, policies and procedures of banking products and services
- Effective telephone and interpersonal skills
- Strong problem-solving and negotiation skills
- Ability to handle difficult customer calls
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Ability to identify and resolve/escalate problems
- Good time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
- Effective telephone and interpersonal skills
- Strong problem-solving and negotiation skills
- Ability to handle difficult customer calls
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Ability to identify and resolve/escalate problems
- Good time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
