**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 post-payment queries, targeting real-time 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 2-day updates on cases outside the team.
- Provide standard or bespoke reporting to Internal Stakeholders, Clients and Agents on both an ad-hoc 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 client-facing 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 problem-solving 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.
