The Client Service Representative is responsible for answering incoming calls and triaging the clients need for appropriate resolution and/or escalation. The Level 1 Representative is a client facing support role and supports credit unions as it relates to software inquiries.
Provide day-to-day software support to customers via the telephone. Research problems as necessary and provide resolutions to customers. Escalate calls according to department expectations to Level 2/ Account Executive or other teams as outlined.
Research and document software problems and forward them to Account Executive for processing.
Take responsibility for increasing job knowledge, familiarity with credit union operations, and training and problem-solving skills.
Maintain a positive contribution as a member of the Client Service team and complete all tasks assigned by management to meet team objectives.
Provide on-site support and training as needed
High School graduate or equivalent is required.
Experience and skill using CU*Answers software to handle day-to-day credit union operations.
Familiarity with credit union operations is preferred.
Excellent verbal communication and telephone skills.
Must be available as assigned during off-hours to assist with any problems encountered by clients.
Ability to use discretion when dealing with sensitive or confidential data.
CU*Answers maintains a strong policy of equal employment opportunities for all employees and applicants for employment. We strive to be consistent in hiring, training, promoting, and compensating employees on the basis of personal competence and potential for advancement without regard for race, color, religion, sex, national origin, age, sexual orientation, transgendered status, marital status, pregnancy, disability, citizenship, genetic information, veteran or military status, height, weight, as well as other classifications protected by applicable federal, state and local laws. Our equal employment opportunity philosophy applies to all aspects of employment with CU*Answers, including recruiting, hiring, training, assignment, transfer, promotion, job benefits, pay, demotion, dismissal, and educational assistance.