Account Services Representative provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Being an Account Services Representative resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Additionally, Account Services Representative identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. The Account Services Representative works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be an Account Services Representative typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Primary Duties and Responsibilities
· (30%) Primary touch point with all Tell Manufacturing clients by telephone, e-mail, or in person to provide information about products, to take or enter orders, cancel orders, or obtain details of customer complaints. Develops strong business relationships with customers to provide a value beyond the customer’s expectations.
· (25%) Submits orders by referring to price lists and product literature. Provides quotes/estimates for customers based on blueprints and other documentation. Convey product features and benefits; provides sale terms and delivery schedule. Supporting Sales team to close out the deals.
· (10%) Provides technical support, i.e., how to install door closers, locks, panic devices, and to re-key a lock or remove a cylinder.
· (10%) Obtain and examine all relevant information to assess validity of complaints and to determine possible causes. Resolve customer issues and refer unresolved customer grievances to designated departments for further investigation.
· (5%) Researches special product orders for outside sales staff and representatives and works with procurement staff to source and price the product.
· (5%) Keeps records of customer interactions or transactions, recording details of inquiries, problems, or comments, as well as actions taken. Tracks orders in the system to ensure timely delivery.
· (5%) Prepare RMAs (Return Material Authorizations) after comparing disputed merchandise or shipping issues with original order and invoice.
· (5%) Maintains professional and technical knowledge by attending workshops, reviewing professional publications, and establishing personal networks.
· (5%) Writes, edits, and supports the development of new sales materials, and customer communication where needed.
· Performs other duties and/or projects as assigned by Manager.
Education and Experience Profile
High School Diploma, GED certificate, or Associates degree or two years of equivalent experience
Required Skills
· Two (2) to five (5) years of sales/customer service experience is required.
· Must have expert level written and verbal communication skills.
· Have a strong reasoning and organizational skills and the ability to prioritize tasks.
· Proficiency in MS Office.
· Ability to work independently, as well as, work well with all levels of staff and outside customers, strong decision making ability and attention to detail.
Work Environment:
Working conditions are normal for an office environment.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this job/classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
ASSA ABLOY is an Equal Employment Opportunity/Affirmative Action employer.
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