Our Client is seeking a Customer Service Specialist .Our partner, a division of a leading national bank, provides flexible financing solutions for business equipment and technology-serving clients from small organizations to Fortune 500 companies. They specialize in industries such as technology, healthcare, hospitality, franchise, commercial vehicles, and more, delivering customized finance programs that add value to their customers’ businesses. The Customer Service Specialist is responsible for handling inbound customer calls and emails regarding account questions, billing inquiries, and related service matters. This role requires professionalism, strong communication skills, and the ability to resolve customer concerns efficiently while adhering to company policies and procedures.
Primary Responsibilities:
- Receive inbound customer calls and respond to emails regarding account questions, billing inquiries, and related matters
- Research accounts to identify relevant information and determine solutions
- Resolve customer issues, following up verbally or in writing to ensure satisfaction
- Provide payoff quotes, verify payment histories, and explain standard procedures
- Collaborate with internal departments for complex issue resolution
- Maintain accurate records of customer interactions in company systems
- Work within set schedules, including fixed breaks and lunches, while meeting service and performance goals
Requirements
- High School diploma or GED
- Bilingual – English/Spanish (required)
- Minimum 1 year of customer service experience (call center experience strongly preferred)
- Proficiency in Microsoft Office (Excel, Word, Outlook; PowerPoint helpful)
- Basic computer skills and ability to learn proprietary systems
- Strong attention to detail and proof-reading skills
- Excellent verbal and written communication skills
- Time management skills and adherence to structured schedules
- Ability to manage multiple priorities, work under pressure, and meet deadlines
- Banking or financial services experience is a plus
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