Customer Success Specialist

Robert Half - Fresno, CA

Full-time - Entry Level

Fresno, CA

Administrative and Support Services

About the position

The Customer Success Specialist role at Robert Half is a contract position focused on providing exceptional service within the financial services industry. The specialist will be responsible for processing customer applications, maintaining accurate records, resolving inquiries, and monitoring customer accounts to ensure compliance with regulations and internal policies.

Responsibilities

• Ensuring all internal and external service level expectations and standards are met
• Adapting to new technologies and accommodating changing customer needs
• Providing multi-channel platform support to customers through Email, Phone, Chat, and Video
• Championing requests from customers and teammates, fostering a successful customer service environment
• Communicating the mission and vision to our prospective and existing customers
• Seeking opportunities to add value to our customers by identifying and offering the right product or service to meet their needs
• Cross-selling to existing and prospective customers to meet department sales and growth goals
• Keeping abreast of banking products and services
• Onboarding new customers via Web Banking applications
• Reviewing reports daily to assist customers and mitigating risk and potential fraud
• Ensuring compliance with all state and federal regulations and internal company policies.

Requirements

• Must possess at least 2 years of experience as a Customer Success Specialist or in a similar role.
• Proficiency in ADP - Financial Services is required.
• Experience with Avaya CMS is essential.
• Must be skilled in various computer programs.
• Familiarity with CRM (Customer Relationship Management) software is necessary.
• Knowledge of Epic Software is a plus.
• Experience with About Time software is preferred.
• Ability to answer inbound calls in a professional and courteous manner.
• Proven experience in assisting customers and resolving their issues efficiently.
• Knowledge of benefit functions within a customer success context.
• Familiarity with billing functions is required.
• Must have excellent communication and interpersonal skills.
• Strong problem-solving skills are essential.
• Ability to work independently and as part of a team.

Nice-to-haves

• Knowledge of Epic Software is a plus.
• Experience with About Time software is preferred.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401(k) plan