Customer Service & Solutions Specialist — Growth & Bonuses

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

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.