Customer Support Associate - Santa Ana, Costa Rica - Convera

Convera
Convera
Empresa verificada
Santa Ana, Costa Rica

hace 2 días

Andrea Rodríguez

Publicado por:

Andrea Rodríguez

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Descripción

Responsibilities:


  • Responsible for the delivery of outstanding customer service & quality in accordance with Service Level Agreements.
  • To provide first line of contact for customers, responding to postpayment queries, targeting realtime resolution in continuous improvement and service excellence.
  • Demonstrate high levels of motivation and target focused, able to work under pressure whilst holding customer satisfaction as paramount.
  • Effective communication skills are crucial. Additionally, the role requires a strong desire to take ownership and assist team members to drive the team's overall performance.

ESSENTIAL DUTIES & RESPONSIBILITIES:


  • Ensure that all relevant information is input accurately and completely into SFDC and is updated each time an action is carried out relating to that client.
  • Update cases and clients regularly, in accordance with agreed SLAs.
  • Act as bridge between Sales, Client and Operations

Leadership:


  • Proactively manage and control work levels, using daily reporting to ensure SLAs are met
  • Undertake training for new starters along with team over views for new starters around the business

Communication:


  • Maintains focus on personal and team goals, all incoming calls are handled within SLAs and all agreed call back timeframes to customers are adhered to.
  • Offer support and advice to internal and external clients, responding to queries within agreed SLA.
  • Engage a senior agent with any challenges or barriers

Quality:


  • Being proactive and responsible for client queries.
  • Maintain and develop best practice as well as sharing best practice across the teams.
  • Ensure comprehensive, accurate and timely records in SFDC following any action or contact relating to a customer.
  • Adhere to compliance and regulatory requirements
  • Achieve 95% or above on QA for customer contacts
  • Build knowledge of the relevant payment platform to enable comprehensive response to queries

Development:


  • Take ownership of and undertake objectives
  • Complete all assigned training within allocated timeframe
  • Implement and carry out GPS goals
  • Take ownership alongside team leader of personal development areas
  • Identify any areas of shortfall in knowledge or training which when addressed will improve the ability to provide exceptional customer service
  • Work with team lead to develop skills to work at a senior agent level

Reporting:


  • Utilize SFDC reporting to ensure 2day updates on cases outside the team.
  • Provide standard or bespoke reporting to Internal Stakeholders, Clients and Agents on both an adhoc basis and more regularly where agreed.

Escalation:


  • Take personal responsibility for preventing potential financial loss to WUBS and ensure the correct escalation process is always followed.
  • Customer issues and complaints are fed back to the Client Services Sr. staff with suggestions of how processes could be improved to prevent issues reoccurring.
  • Concerns should be highlighted to Sr. staff immediately to minimize any retention risks.
  • Fraudulent Payments identified must be escalated to the Client Services Team Leader.

EXPERIENCE REQUIREMENTS:


  • Experience of a busy team in a clientfacing function within the financial services sector
  • A passion for excellence in customer service and customer management, along with a proven track record for embedding this passion in team culture.
  • Ability to lead by example and deliver service excellence to customers.
  • Maintain and exceed targets and meet tight deadlines.
  • Able to identify own development areas and training needs.
  • Excellent communication and listening skills with the ability to network and build. internal/external relationships at all levels.
  • Build and maintain supportive relationships with key business contacts, to include the forging of relationships with key stakeholders within the business.
  • Ability to influence others to a desired outcome.
  • Highly driven, with strong desire to succeed.
  • Analytical capacity and innovative problemsolving skills.
  • High degree of professionalism, with a confident, assertive style.
  • Desire to exceed personal and team targets.
  • Team player.
  • Effective time management skills.
  • Solid computer skills with ability to use MS Outlook, Excel, Word, PowerPoint and the Internet.

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