Customer Service Representative

Atlas Trade Finance Ltd.; San Antonio (TX); On-site; USD 32,000 - 40,000; Full time

Benefits offered by this job

Group health insurance

Dental and vision insurance (optional)

Paid vacation and sick time

401(k) Plan with matching

Paid major holidays

Bonuses

Job summary

Atlas Credit Company is seeking a customer service representative to deliver an exceptional customer experience. CSRs must be friendly, patient, and empathetic, comfortable troubleshooting and advocating for customers.

The role involves handling inquiries, data entry, following procedures, maintaining records, and supporting a fast-paced office environment with English required and Spanish preferred.

Qualifications

• Proven customer service or financial service experience.
• Track record of over-achieving quota.
• Strong phone contact handling skills and active listening.
• Familiarity with CRM systems and practices.
• Customer orientation and ability to adapt/respond to different types of characters.
• Excellent communication and presentation skill.
• Ability to multi-task, prioritize, and manage time effectively.
• Effective reasoning skills.
• Willingness to learn new skills.

Responsibilities

• Build sustainable relationships and trust with customer accounts through open and interactive communication.
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; and follow up to ensure the resolution.
• Keep records of customer interactions, process customer accounts, and file documents
• Follow communication procedures, guidelines, and policies
• Take the extra mile to engage customers
• Provide accurate, valid, and complete information by using the right methods/tools.
• Provide exceptional service to all customers.
• Data entry of loan applications/documents.
• Maintain office cash with accuracy and proper security.
• Grow the office by marketing to new and existing customers.
• Minimize delinquency through appropriate collection activities.
• Make a large number of outgoing calls.
• Manage incoming calls.
• Identify and assess customers’ needs to achieve satisfaction.

Skills

Customer service

Phone skills

Active listening

CRM familiarity

Communication

Time management

Adaptability

Problem solving

Willingness to learn

Education

High school diploma or equivalent

Tools

CRM systems

Job description

History

Atlas Credit Company is a family-owned and operated financial institution. We have helped millions of customers with their financial needs and have provided over three billion dollars of financial assistance since 1968. Our core values are community and family-driven, which is the backbone of our company. Here at Atlas Credit, we hold a strong sense of value to our employees and customers because they represent our company's foundation and future. These values are very important to our continuous growth as one of the most reputable, transparent, and responsible consumer lending companies. Our mission is to treat every customer and employee with honesty and respect while providing exceptional customer service and an excellent team-building culture.

Job Description

We are looking for a customer service representative (CSR) to give customers an extraordinary customer experience that puts a smile on their faces. CSRs must be genuinely excited to help customers. The person who will succeed most at this job will have to be patient, empathetic, and passionately communicative. Customer service representatives will need to put themselves in the customers’ shoes and advocate for them when necessary. CSRs are confident in troubleshooting and investigating if they do not have enough information to resolve customer requests or needs. The target goals for CSRs at Atlas Credit are to have and maintain high customer service standards, respond or contact customers efficiently, be a team player, and become passionate about your team, new and existing customers, and your job.

Responsibilities

• Build sustainable relationships and trust with customer accounts through open and interactive communication.
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; and follow up to ensure the resolution.
• Keep records of customer interactions, process customer accounts, and file documents
• Follow communication procedures, guidelines, and policies
• Take the extra mile to engage customers
• Provide accurate, valid, and complete information by using the right methods/tools.
• Provide exceptional service to all customers.
• Data entry of loan applications/documents.
• Maintain office cash with accuracy and proper security.
• Grow the office by marketing to new and existing customers.
• Minimize delinquency through appropriate collection activities.
• Make a large number of outgoing calls.
• Manage incoming calls.
• Identify and assess customers’ needs to achieve satisfaction.
• Maintain valid Driver’s License and Insurance for vehicle.

Skills

• Proven customer service or financial service experience
• Track record of over-achieving quota
• Strong phone contact handling skills and active listening
• Familiarity with CRM systems and practices
• Customer orientation and ability to adapt/respond to different types of characters
• Excellent communication and presentation skill
• Ability to multi-task, prioritize, and manage time effectively.
• Effective reasoning skills
• Willingness to learn new skills.

Benefits

Atlas Credit offers a competitive salary with a full benefit package and advancement opportunities. The benefit package includes, but is not limited to the following:

• Group health insurance plans
• Optional dental and vision insurance
• Paid vacation and sick time
• 401(k) Plan with matching
• Paid major holidays
• Bonuses

Shift

• 8-hour shift
• Day shift

Weekly day range

• Monday to Friday
• Saturdays

Education

• High school or equivalent (Preferred)

Experience

• Customer service: 1 year (Preferred)

Language

• English (Required)
• Spanish (Preferred)

License/Certification

• Driver's License (Required)