This position is responsible for answering incoming phone calls from existing customers regarding account information and offering information to potential customers. Responsibilities include taking new applications and processing payments via phone, documenting customer concerns and problems, updating and changing account holder information, basic data entry, and follow-up mail & email correspondence. The role also performs account maintenance, including account changes, adjustments, and statement requests. The representative will accurately explain the terms/conditions and policies/procedures relating to the account and prepare reports such as the CSR Daily Activity report and cash out report. The position requires the ability to proactively address customer requests and explain terms and conditions.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED