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Greenleaf Trust
Grand Rapids, MI | Full Time
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Cu*Answers
Grand Rapids, MI | Full Time
$33k-42k (estimate)
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Client Service Representative 1
Cu*Answers Grand Rapids, MI
$35k-44k (estimate)
Full Time | IT Outsourcing & Consulting 4 Months Ago
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Cu*Answers is Hiring a Client Service Representative 1 Near Grand Rapids, MI

POSITION SUMMARY
  • 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.
ESSENTIAL JOB FUNCTIONS
  • 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.
  • Complete all other duties as assigned by management 
JOB QUALIFICATIONS
  • High School graduate or equivalent is required.
  • Familiarity with credit union operations is preferred. 
  • Excellent verbal communication and telephone skills; ability to compose single correspondence or other materials as directed.
  • Ability to use discretion when dealing with sensitive or confidential data.
  • Experience and aptitude using Microsoft application software (Outlook, Word, Excel, and PowerPoint) preferred. 
  • Superior typing, telephone and basic clerical skills preferred.
  • Excellent organizational skills: ability to effectively handle multiple priorities and meet deadlines.
  • Thoroughness, excellent attention to detail; ability to take initiative and work independently.
  • Requires valid driver’s license. 
CU*Answers is an Equal Employment Opportunity employer that supports the unique perspectives and experiences from all employees and supports a collaborative community spirit. All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any status or condition protected by applicable federal, state or local laws.

Job Summary

JOB TYPE

Full Time

INDUSTRY

IT Outsourcing & Consulting

SALARY

$35k-44k (estimate)

POST DATE

01/28/2024

EXPIRATION DATE

05/23/2024

WEBSITE

www.cuanswers.com

HEADQUARTERS

Grand Rapids, Michigan

SIZE

100 - 200

CEO

Cynthia Hoffman

REVENUE

$10M - $50M

INDUSTRY

IT Outsourcing & Consulting

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About Cu*Answers

CU Answers provides a wide variety of services for credit unions including its flagship CU BASE processing system (online and in-house) and Internet development services featuring It's Me 247 online and mobile banking. Additional services include web development, network design and security, and image check processing.

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The job skills required for Client Service Representative 1 include Problem Solving, Initiative, Verbal Communication, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Representative 1. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Representative 1. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Representative 1 positions, which can be used as a reference in future career path planning. As a Client Service Representative 1, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative 1. You can explore the career advancement for a Client Service Representative 1 below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

02/07/2022: Monterey, CA

Promoting and maintain positive customer relations utilizing service excellence techniques.

02/20/2022: Richmond, VA

Client service representatives are responsible for taking care of users who have a hard time with some business element.

02/21/2022: Akron, OH

Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

12/22/2021: Altus, OK

Have an understanding and reception to clients' needs and give proactive customer support.

01/29/2022: Huntington, WV

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

01/10/2022: Long Beach, CA

A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

12/28/2021: Anderson, IN

Should have a proven customer support experience or experience as a client service representative.

01/05/2022: Ann Arbor, MI

Learn to resolve problems and prevent client dissatisfaction.

01/07/2022: Bradenton, FL

One year related experience required with customer service preferred.

12/31/2021: La Crosse, WI

Step 3: View the best colleges and universities for Client Service Representative.

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