Posted June 29, 2009 by

Customer Service Representative Sample Job Description

Below is an example of what someone interested in applying for a job as a customer service representative might see in a job posting
I/ Job information of Customer service representative
1. Job tile:
2. Job Code:
3. Department:
4. Report to:
5. Job purpose:
II/ Key job tasks of Customer service representative
1. Perform various customer service activities, including selling and opening new checking and savings accounts, establishing direct deposit accounts and opening retirement accounts.
2. Responsible for selling travelers’ checks and savings bonds, and drafting funds from other financial institutions.
3. Handle client problems, answer general inquiries and complaints.
4. Responsible for developing a working knowledge of Company price list, cost of goods, in order to quote prices to customers and potential customers by memory, and properly quote larger, more detailed jobs.
5. Initiate activity and pricing for work being sent to outside sources and provide corresponding detailed paperwork and pricing for follow through and invoicing by our administrative staff.
6. Cooperate with administrative staff in implementation of pricing systems, especially where unusual quotes have been used to get the business.
7. Maintain, grow, and build long term relationships with account portfolio via phone calls, emails, promotions, and job quality follow up.
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