Customer Service Representative
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US
Company:
Computer Services, Inc. (CSI) is a forward-thinking software provider that helps community banks meet customer needs with innovative technologies.
Summary:
The Customer Service Representative assists customers with inquiries and ensures timely resolution of issues. Candidates need at least five years of experience and relevant technical education.
Requirements:
Technology: Microsoft Dynamics, NuPoint Core Software
Hard Skills: troubleshooting, mentoring, customer support
Credentials: two-year college or trade school education
Experience: five years of relevant work experience
Job Description:
Job Description:
Customer Service Representative (CSR) assist customers and others in the Customer Service Department with research and customer inquiries. They attend internal meetings to provide collaborative support and effective resolution for concerns and questions brought forward by the Product Management and Software Engineering groups. They may also serve as a lead to oversee and ensure customer tickets are being handled accurately and in a timely manner.
- Responds to a work queue and provide customers with accurate and timely resolutions; serves as a point of escalation for complex application and/or customer usage issues.
- Demonstrates comprehensive knowledge of CSI products, consumer usage, and product offerings when assisting customers.
- May respond to requests for parameter changes.
- May respond to production requests.
- Collaborates with Product Management, Software Engineering and other cross-functional teams for effective issue resolution and product enhancement determination and implementation.
- May train customers and co-workers on new applications and/or revised functionality.
- Leads troubleshooting activities and provides mentorship to less experienced representatives.
- Participates in special projects.
- Builds and maintains relationships with customers.
- Ensure internal teams have accurate information relative to customer issues and concerns.
- Performs other duties as assigned.
The minimum amount of relevant work experience required to successfully perform the job is at least five (5) years. Technical education or job knowledge equivalent to a 2-year college or trade school.
This role is ideal for candidates with previous banking experience—particularly as a Teller—who excel at resolving customer inquiries efficiently and professionally over the phone. Familiarity with CRM systems such as Microsoft Dynamics is essential, as you will be responsible for accurately logging interactions and ensuring timely resolution of service tickets. NuPoint Core Software experience is desired.