Account Services Representative, Sr. provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative, Sr. resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative, Sr. identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be an Account Services Representative, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
Lennox International(LII) is a leading global provider of innovative climate control solutions for heating, ventilation, air conditioning, and refrigeration (HVACR) markets.
Beginning over a century ago, Lennox International has built a strong heritage of Innovation and Responsibility. Our position as an innovation leader continually inspires us to promote more efficient energy use and a healthier environment through our product operations.
Our engaged and diverse workforce is committed to providing climate control solutions that provide the most value and comfort for our customers.
We are proud to have instilled a shared sense of responsibility and commitment among our approximately 10,000 employees located throughout North America, South America, Europe, and Asia.
Job Description
This specialist is responsible for handling incoming customer calls and fulfilling customer needs to ensure satisfaction.
The specialist may also be asked to respond to e-mail inquiries.
While providing outstanding customer service is the primary function, the person in this position may have the opportunity to sell or promote products and services.
Duties include, but are not limited to :
Qualifications
Under direct supervision, handles incoming customer calls and fulfills customer needs to ensure customer satisfaction. May respond to e-mail inquiries.
Calls are basic and routine.
Processes new orders based on customer requests. Tracks open orders to ensure completeness in a prompt manner. Checks pricing and verifies availability.
Reviews and troubleshoots customer problems and initiates standard action for repair, replacement, return or field service as guided by customer service policies.
Uses computerized system for tracking, information gathering, and / or troubleshooting. May respond to customer inquiries by referring them to published materials, secondary sources, or more senior staff.
Customer service is the primary function, but may include minimal selling or promotion of products or services.
Requires a high school diploma or an equivalent combination of education and experience. A bachelor's degree or equivalent is preferred.
Excellent written and verbal communication skills, including effective listening skills. Ability to learn and understand technical terminology.
Must be able to work in a fast-paced goal-oriented environment. Able to handle multiple tasks, stay organized, and focused on details.
Requires limited knowledge of the organization, products, and / or services. Requires ability to navigate a computerized data entry system or other relevant applications.