Customer Service Officer Job Description Sample

Following is a sample job description template for the position of Customer Service Officer:

Company: _____________________

Job Title: Customer Service Officer

Location of the Job: Los Angeles, CA 90012

Job Type: Full Time Employee

Job Description:

Protective Life is looking for a talented customer service associate to join the team. This person will review, analyze, and answer requests from external and internal customers

Position Requirements:

  • Documented success in customer retention and development
  • Strong computer and presentation skills
  • Strong customer service skills
  • Reliable vehicle
  • Individual Auto Insurance
  • Valid Driver’s License
  • High School Diploma (College degree preferred)
  • Minimum 1 year outside B2B sales experience

Duties and Responsibilities:

  • Enforce banking policies and procedures to ensure operational integrity.
  • Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
  • Deliver wealth management services to CPB LFG (Law Firm Group) clients with guidance from the Banker teams across the US and Canada.
  • Perform responsibilities through proficient use of the following Citi applications: WINS, Citismart, Workstation, OneSource, FCI, TE, I&I, SEI, SAMETIME, and HOGAN
  • Manage and execute client transactions with respect to business and individual banking, credit and investment products, over the phone and sometimes in person.
  • Perform account maintenance on OneSource including address changes, telephone number updates, account status changes, rates and fee waivers.

Salary: 14,000.00 – 18,000.00 USD /year

Contact Information:

[Contact Person]

Phone: ______________________

Fax: ________________________

E-mail: ______________________