We are seeking a dedicated and enthusiastic Customer Service Representative (CSR) to join our team. This person is responsible for providing exceptional customer service by assisting customers efficiently, minimizing unnecessary call transfers, and ensuring prompt resolution of inquires. The CSR will manage incoming and outgoing communication, process account transactions, maintain accurate records, and support administrative tasks while upholding professionalism and efficiency. Additionally, the CSR is expected to follow all safety protocols and ensure compliance with the Company's prudent operations guidelines.
Responsibilities
Answer phone calls promptly, professionally and in a friendly manner.
Direct calls efficiently to the appropriate team member.
Distribute incoming emails to the correct recipients.
Apply postage to out going mail and distribute incoming mail.
Arrange courier services when needed.
Greet and assist walk-in customers in a professional and friendly manner.
Perform additional duties as assigned by management.
Account & Transaction Management
Create new customer accounts in Info-Sys, ensuring accuracy and timely processing.
Close customer accounts as required.
Process and enter customer payments through Moneris and ISE in real time.
Reconcile and close Moneris batches at the end of each business day.
Facilitate bank deposits
Coordinate the approval and processing of special price requests.
Inventory Management
Reconcile AWE truck and bulk transactions with Info-Sys and enter physical inventory records by noon daily
Maintain lubricant branch inventory records including monthly physicals as directed by office manager
Dispatch & Accounts Receivable
Process automatic deliveries and initiate customer notifications.
Assign deliveries to appropriate vehicles.
As needed, provide input and support to truck computer issues and resolutions
Handle "will-call" order creation while ensuring outstanding balances are collected before processing orders.
Collaborate with the Credit Department to ensure efficient queue management
Monitor and manage account balances under 60 days (escalate 60+ days to credit dept.)
Safety Compliance
Adhere to all workplace safety policies and procedures
Ensure compliance with the Company's Prudent Operations guidelines.
Identify and report any safety concerns, or operational risks.
Follow proper handling procedures
Required Skills & Qualifications
Strong verbal and written communications skills with a professional and friendly demeanor.
Ability to multitask and meet deadlines in a fast-paced environment.
Detail-oriented with strong organizational skills.
Basic Proficiency in spreadsheets (Excel) and data entry.
Ability to work indepentently and collaboratively as part of a team.
Awareness of and commitment to safety and regulatory compliance.
Work Schedule & Expectations
Must be available to work within designed business hours.
Expected to maintain high levels of accuracy and professionalism.
Adherence to Company policy, procedures, and Prudent Operations guideline is required.
Join us in delivering outstanding service to our customers while growing your career in a supportive environment!