[ref. a14576016] Highlands Ranch - Customer Service Representative

Customer Service / Sales Representative

If you enjoy customer service and sales and are available to start working immediately, we want to hear from you!

• Handle outbound calls to promote loans and products, and establish customer relationships.
• Participate in events and partnerships to expand customer base and foster relationships.
• Analyze credit statements and gain proficiency in understanding consumer loans.
• Assist customers with various types of loans including home equity loans and application loans.
• Conduct detailed calculations of debt to income ratio.
• Utilize business analytics to follow up on leads and uncover additional customer information.
• Apply your sales skills to upsell and uncover customer needs.
• Use Microsoft Excel and Word for data and order entry and to schedule appointments.
• Respond to customer inquiries via email correspondence.
• Monitor customer accounts and take appropriate action.
• A minimum of 2 years of experience in a customer service role, preferably within a financial institution
• Proven skills in answering inbound calls, handling customer inquiries, and providing excellent customer service
• Experience in a call center environment, managing both inbound and outbound calls
• Proficiency in data entry and order entry tasks with a high level of accuracy
• Ability to handle email correspondence professionally and effectively
• Excellent scheduling abilities, with experience in setting appointments for customers or team members
• Familiarity with Microsoft Excel and Word, demonstrating the ability to use these tools for various tasks
• Prior experience in outbound sales, showing the ability to convert calls into sales opportunities
• A track record in sales and sales activity, indicating a strong ability to meet and exceed sales targets