What are the responsibilities and job description for the Credit Card Customer Service Representative position at Corelleaf Design Studio?
Description:
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes.
Solicit sale of new or additional services or products.
Skills:
- Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills.
- Strong ability to work independently and manage one’s time.
- Strong ability to accurately document and record customer/client information.
- Previous experience with computer applications, such as Microsoft Word and Excel.
Position’s Contributions to Work Group:
- Adding new card holders to summaries and balancing summaries
- Reconciling accounts
- Creating reports for adding receipts, expense types, and itemizations
- Responsible for refunds
- Keeping an eye out for activations and providing activation tips
- Assisting with leave of absences
- Email communications and MS Teams messages to employees (entry level all the way up to Presidents levels).
Typical task breakdown:
- Adding daily numbers and new cardholders to summaries
- Submitting terminations
- Add files to bank summaries
- Answering emails on aged and aging expenses
- Answering questions about procurement card and travel card
Interaction with team:
- Working closely with team
- Individual and team tasks
Education & Experience Required:
- High school diploma or GED required. Associates degree preferred.
- Customer service related experience required.
- MS Excel capability.
Top 3 Skills:
- Strong communication skills (email and verbal). Ability to assist unsatisfied customers in a positive manner. Responses should be professional and business appropriate.
- Self-starter with strong initiative. Little to no follow-up required.
- Able to easily identify what work should be prioritized.
Additional Technical Skills (Required):
Candidate will be working in the credit card company’s software.
MS Excel (Pivot Table, V-Lookup knowledge is required).
This position will be communicating via Chat and Email to every level employee at the company. It is a requirement to have the ability to construct an email with relevant subject line, greeting, body, and closing that clearly communicates relevant information. Example, Late credit card statements, outstanding transactions needing submitted in the expense reporting tool, personal transactions that need reimbursed. Ability to capture screenshots and insert into body of email for further clarification.
Desired:
- Ability to learn new systems/software quickly.
- SAP Concur experience.
- Workday experience.
- Previous credit card administration experience.
- Expense book reconciliation.
- Bookkeeping/accounting background
Soft Skills (Required):
- Team player. We have a high functioning team environment and need a candidate that can contribute effectively.
- High level communication skills (verbal and written)
- High level confidentiality
Notes:
Office environment; in office 3 days per week
Job Type: Contract
Pay: $24.00 - $26.00 per hour
Expected hours: 40 per week
Shift:
- Morning shift
Ability to Commute:
- Peoria, IL 61629 (Preferred)
Ability to Relocate:
- Peoria, IL 61629: Relocate before starting work (Preferred)
Work Location: In person
Salary : $24 - $26
