What are the responsibilities and job description for the Client Services Representative position at CU*NorthWest?
Job Overview
The Client Service Representative I is responsible for answering incoming calls and triaging the clients need for appropriate resolution and / or escalation. This is a client facing support role and supports credit unions as it relates to software inquiries.
Essential job Functions :
- Provide day-to-day software support to customers via the telephone. Research problems as necessary using all tools as necessary and provide resolutions to customers.
- Escalate calls according to department expectations to Level 2 / Account Executive or other teams as outlined.
- Take responsibility for increasing job knowledge, familiarity with credit union operations, and training and problem-solving skills.
- Perform statement processing and verification on the first of every month.
- Maintain a positive contribution as a member of the Client Service team and complete all tasks assigned by management to meet team objectives.
Job Qualifications :