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We are seeking a Customer Service Specialist to join our clients innovative team. A leading network of community development financial institutions (CDFIs) empowers underserved communities by expanding access to capital and financial services. In this role you will interact directly with customers answering inquiries providing information and addressing concerns. You will play a key role in ensuring customer satisfaction and fostering positive relationships.
Answer inbound customer calls emails and live chat messages promptly and professionally.
Provide accurate information about products services and policies to customers.
Process orders handle customer requests and manage inquiries to ensure timely resolution.
Address and resolve customer complaints and issues providing effective solutions and following up as needed.
Escalate more complex issues to appropriate departments or management.
Maintain a positive empathetic and professional attitude when communicating with customers.
Accurately document customer interactions issues and resolutions in the CRM system.
Maintain customer records by updating account information as necessary.
Track and report on customer service metrics and trends.
Collaborate with other departments to ensure efficient service delivery and issue resolution.
Assist in identifying process improvements for better customer service.
Participate in team meetings and share insights to enhance customer service operations.
High school diploma or equivalent
Experience
Previous experience in customer service sales or related fields is preferred.
Experience with CRM systems and customer service tools is beneficial.
Excellent communication skills both verbal and written.
Strong listening skills with the ability to understand and address customer needs.
Problemsolving abilities and attention to detail.
Ability to manage multiple tasks in a fastpaced environment.
Full Time