Customer Service Representative II
The Customer Service Representative (CSR) II role is not open for submissions from outside staffing agencies.
About the role
The Customer Service Representative (CSR) II supports the organization by handling customer service calls, preparing and verifying orders, and resolving customer issues. This role requires strong communication, problem-solving, and organizational skills.
Responsibilities
- Answer customer service calls within defined Key Performance Indicators.
- Receive, prepare, and verify the accuracy of orders from customers using the company's internal systems and customer purchase orders.
- Initiate required actions for response to customer service requests, including the accuracy of order/customer information and communicating changes to appropriate departments.
- Absorb and ensure the correct information is applied before final confirmation.
- Collaborate with the scheduling/production department to ensure requested orders meet customer expectations.
- Handle or refer complaints of product or service failures to the appropriate department for investigation.
- Conduct follow-up phone calls within 2 hours to respondents who have concerns or questions.
- Prepare price quotations on items contained in the price book and create quotations as required.
- Work with the sales team and other branch/regional locations to resolve problems, facilitate solutions, and enhance customer service offerings.
- Answer customer's technical questions regarding products and services.
- Attend regular customer service/branch meetings.
- Participate in the organization's continuous improvement program and product training courses.
- Perform other related duties and provide backup support to other group members as assigned by management.
- Train team members on processes, products, and service value.
- Manage daily customer back orders.
- Ensure correct warranties are distributed as requested.
- Adhere to AR processes to meet internal and customer requirements.
- Backup for processing of COD/CIA payments.
- Maintain appropriate working relationships with internal and external customers.
Requirements
- 2-5 years of customer service or relevant experience.
- High School Diploma or equivalent required.
- Related glass and aluminum work experience preferred.
- Must be able to multi-task, be organized, efficient, and accurate.
- Excellent communication (written and oral), interpersonal, conflict management, and time management skills.
- Experienced user of Microsoft Office 365 suite.
- Listening skills and data collection with attention to detail are essential.
- Ability to calculate discounts, fractions, percentages, area, circumference, and volume.
- Ability to apply concepts of basic algebra and geometry.
- Pass criminal background check.
Qualifications
- High School Diploma or equivalent required.
- 2-5 years of customer service or relevant experience.
- Related glass and aluminum work experience preferred.
- Must be able to multi-task, be organized, efficient, and accurate.
- Excellent communication (written and oral), interpersonal, conflict management, and time management skills.
- Experienced user of Microsoft Office 365 suite.
- Listening skills and data collection with attention to detail are essential.
- Ability to calculate discounts, fractions, percentages, area, circumference, and volume.
- Ability to apply concepts of basic algebra and geometry.
- Pass criminal background check.
Skills
- Strong product knowledge.
- Problem-solving skills.
- Independent management of complex customer interactions.
- Technical question answering.
- Customer service meeting attendance.
- Training team members on processes, products, and service value.
- Managing complex customer projects and issues.
- Ensuring correct warranties are distributed as requested.
- Adhering to AR processes to meet internal and customer requirements.
- Backing up for processing of COD/CIA payments.
- Maintaining appropriate working relationships with internal and external customers.
Benefits
- Immediate access to all health, dental, vision, and life insurance for you and your family.
- Long Term and Short-Term Disability coverage to help protect you financially.
- A comprehensive wellness initiative, including financial literacy training.
- 401(k) employer match of 100% vested and immediately becoming part of your financial plan.
- Health Savings Account matching.
Pay
Pay range: $18-$21/hr., depending on experience.
Schedule
Shift Days and Hours: 1st (M-F, 8:00am – 5:00pm)
Why Trulite
Trulite offers comprehensive benefits, including immediate access to health, dental, vision, and life insurance, Long Term and Short-Term Disability coverage, a comprehensive wellness initiative, financial literacy training, and a progressive financial training program. Employees can take a percentage of their pay daily if needed and receive a 100% vested 401(k) employer match after one year. Additionally, the 401(k) matches both employee and family coverage, helping to cover out-of-pocket expenses and growing until needed. Trulite also matches Health Savings Account contributions, and the employer match is vested immediately at 100%. Trulite is an Equal Opportunity Employer.