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 essential for ensuring customer satisfaction and loyalty. This position involves providing support through various platforms, adapting to new technologies, and enhancing the value delivered to customers. It is a short-term contract opportunity suited for individuals with strong customer service skills and a professional demeanor.

Responsibilities

• Ensure all service level expectations and standards are met both internally and externally.
• Stay adaptable to new technologies and changing customer needs.
• Provide multi-platform support to customers including Emails, Phones, Chat, and Video.
• Advocate for customer requests and concerns and swiftly resolve issues.
• Communicate the mission and vision to our prospective and existing customers.
• Identify opportunities to add value to customers by offering the right product or service to meet their needs.
• Assist in outbound sales efforts to meet department sales and growth goals.
• Represent the team professionally in the community.
• Keep up-to-date with banking products and services.
• Adhere to the department service level agreements.
• Onboard new customers via Web Banking applications.
• Suggest and implement approved techniques to enhance current department procedures and efficiencies.
• Interact with customers, bank personnel, vendors, agencies, etc., to resolve issues.
• Follow up with customer inquiries and provide solutions in a timely manner.
• Assist customers in navigating Web, Mobile Banking, and external services.
• Review reports daily to assist customers and mitigate risk and potential fraud.
• Ensure compliance with all state and federal regulations and internal company policies.

Requirements

• Possess a minimum of 2 years of experience in a customer success role.
• Proficiency in ADP - Financial Services.
• Experience with Avaya CMS.
• Solid computer program skills.
• Familiarity with CRM.
• Knowledge of Epic Software.
• Experience with About Time software.
• Proven track record of answering inbound calls.
• Ability to assist customers effectively and efficiently.
• Experience with benefit functions.
• Understanding of billing functions.

Benefits

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