Customer Relations Representative

Caterpillar • Nashville, TN

2d • Onsite

About The Position

The Customer Relations Representative responds to customer inquiries and resolves general customer issues for Cat Financial, a Caterpillar subsidiary that provides financing solutions to customers and Cat dealers. This position addresses account questions and complaints, provides troubleshooting support, and redirects customers when appropriate. It requires understanding financial products and collaborating with other business units, while clearly documenting all customer communications.

The role is based onsite in Caterpillar’s Nashville main office five days per week. Visa sponsorship is not available. Employment offers are conditioned on successful completion of a drug screen.

Requirements

• Knowledge of customer-focused values and practices, with the ability to use customer needs and satisfaction to develop customized solutions.
• Knowledge of data-gathering and analysis tools, techniques, and processes, with the ability to synthesize objective information from various sources.
• Ability to use commonly available office hardware, software, and equipment, including word processing, email, presentation software, and spreadsheets.
• Knowledge of customer service concepts and techniques, with the ability to meet or exceed customer expectations.
• Knowledge of decision-making processes and techniques, with the ability to analyze situations and make informed, productive decisions.
• Understanding of effective communication concepts and the ability to transmit, receive, and accurately interpret information and needs.
• Knowledge of problem-solving approaches and tools, with the ability to recognize, anticipate, and resolve organizational, operational, or process problems.
• Knowledge of relationship management techniques and the ability to establish and maintain healthy working relationships with clients, vendors, and peers.
• Ability to work onsite five days per week in the Nashville main office.

Nice To Haves

• Spanish and English bilingual capability to support a diverse customer population.
• Experience with Oracle, Salesforce, TSYS, or similar customer management platforms.
• Experience in a fast-paced call center, managing telephone queues while delivering customer service.

Responsibilities

• Address account inquiries and resolve customer complaints.
• Provide troubleshooting support and redirect customers when appropriate.
• Understand financial products and collaborate with other business units.
• Clearly document all customer communication.

Benefits

• Medical, dental, and vision benefits
• Paid time off, including vacation, holidays, and volunteer time
• 401(k) savings plans
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSAs)
• Health Lifestyle Programs
• Employee Assistance Program
• Voluntary benefits and employee discounts
• Career development
• Incentive bonus
• Disability benefits
• Life insurance
• Parental leave
• Adoption benefits
• Tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed