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Customer service senior associate skills for your resume and career

Updated January 8, 2025
6 min read
Customer service senior associate example skills
Below we've compiled a list of the most critical customer service senior associate skills. We ranked the top skills for customer service senior associates based on the percentage of resumes they appeared on. For example, 10.1% of customer service senior associate resumes contained data entry as a skill. Continue reading to find out what skills a customer service senior associate needs to be successful in the workplace.

15 customer service senior associate skills for your resume and career

1. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how customer service senior associates use data entry:
  • Performed data entry, ran required reports, and completed necessary administrative functions.
  • Completed all patient profile data entry and necessary inter office paperwork.

2. Customer Service Associates

Here's how customer service senior associates use customer service associates:
  • Trained and managed at least ten other customer service associates and achieved significant improvements in their productivity.
  • Supported customer service associates by resolving complex issues and handling escalated calls.

3. Customer Inquiries

Here's how customer service senior associates use customer inquiries:
  • Responded to customer inquiries by understanding inquiry and reviewing previous inquiries and responses.
  • Responded to complex customer inquiries, and escalated situations to management when necessary.

4. Customer Calls

Here's how customer service senior associates use customer calls:
  • Assisted management with escalated manager request customer calls, Telephone Service Trainer, and Communications Liaison.
  • Formulated resolutions for escalated customer calls.

5. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how customer service senior associates use financial transactions:
  • Audited financial transactions for accuracy and legal/regulatory compliance.
  • Processed financial transactions for customers and brokers.

6. Customer Complaints

Here's how customer service senior associates use customer complaints:
  • Investigated and resolved high-level customer complaints regarding inaccurately processed or denied medical claims.
  • Received and resolved escalated customer complaints and issues.

7. Inbound Calls

Here's how customer service senior associates use inbound calls:
  • Handled escalated inbound calls from Level 1 Customer Service Representatives as internal customers.
  • Received specialty inbound calls for preferred accounts/ customers.

8. Customer Transactions

The sale, rental, allotment, and disposition of personal belongings are called customer transactions. In simpler terms, customer transaction is purchasing or renting a service or a product for personal gain in exchange for money or any other private belonging.

Here's how customer service senior associates use customer transactions:
  • Processed customer transactions, teller cash items and advised customers on products and promotions.
  • Process customer transactions in an efficient, accurate and courteous manner.

9. Sales Floor

The sales floor is the area in a company or a business that is specified for retail activities or is designated as the selling area of the shop. A car showroom can be considered a sales floor, as it has cars in its display which are to be sold. A sales floor is generally crowded with sales assistants who are there to help you out while you can search and check out the products. Generally a sales floor has free access to the public and they can observe, view and get information about the product that is being sold.

Here's how customer service senior associates use sales floor:
  • Approached customers on the sales floor to learn their viewing tastes, then recommended films based on those tastes.
  • Provided prompt and friendly customer assistance be interacting with customers on the sales floor or over the telephone.

10. ATM

ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.

Here's how customer service senior associates use atm:
  • Answered inquiries about bank deposit products and service charges; ATM debit card usage; and checking and savings account transactions.
  • Managed the teller line: teller audits, cash orders, balanced the ATM, and solved customer issues.

11. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how customer service senior associates use product knowledge:
  • Enhanced product knowledge by utilizing available resources to develop understanding of features and benefits.
  • Performed complicated or unique transactions requiring in-depth product knowledge for bank customers.

12. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how customer service senior associates use account maintenance:
  • Provided exemplary customer service over the phone and in person for a variety of issues including account maintenance and general inquiries.
  • Performed bank related transactions, opening and closing accounts, completing account set-up process, account maintenance, and wire transfers.

13. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how customer service senior associates use bank products:
  • Promoted bank's products and services while consistently cross-selling bank products at every opportunity.
  • Delivered understanding of bank products, services and operational processes to new stuff.

14. Customer Expectations

Customer expectations refer to coordinating customers' needs and wants into a complete design of their project with vision or product placement. The skill involves providing design consultation to determine and recommend service and product options to meet customers' needs. Tools needed to complete it include strong selling skills, IT, analytical, team-work, communication, commercial awareness, and excellent interpersonal skills. In contrast, the objectives are to achieve sales goals, product knowledge, design process, and customer expectations.

Here's how customer service senior associates use customer expectations:
  • Set an example for customer service, independently anticipating and exceeding customer expectations.
  • Received several internal service quality awards for exceeding customer expectations.

15. Customer Problems

Customer problems are a detailed description of issues customers face using the company's product and/or service. This is usually the difference between what a company promises and what its products or services deliver to customers.

Here's how customer service senior associates use customer problems:
  • Reported to Customer Service Manager, troubleshoot customer problems, process product orders, and team leader and support sales representatives.
  • Tracked and maintained customer relationship by responding to inquiries; documenting actions, ensuring proper notation of customer problems or issues.
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List of customer service senior associate skills to add to your resume

Customer service senior associate skills

The most important skills for a customer service senior associate resume and required skills for a customer service senior associate to have include:

  • Data Entry
  • Customer Service Associates
  • Customer Inquiries
  • Customer Calls
  • Financial Transactions
  • Customer Complaints
  • Inbound Calls
  • Customer Transactions
  • Sales Floor
  • ATM
  • Product Knowledge
  • Account Maintenance
  • Bank Products
  • Customer Expectations
  • Customer Problems
  • Customer Accounts
  • Problem Resolution
  • Business Accounts
  • Customer Support
  • Wire Transfers
  • Customer Orders
  • Computer System
  • Retail Sales
  • Bank Deposits
  • Customer Issues
  • Outbound Calls
  • Bank Policies
  • Quality Customer Service
  • Cash Drawers
  • Customer Interaction
  • Customer Service
  • HIPAA
  • POS
  • Medicare
  • Troubleshoot
  • Billing Issues
  • Inventory Control
  • Credit Card Transactions
  • Financial Products
  • Annuities
  • Claims Process
  • PowerPoint
  • Product Sales
  • Cigna
  • Product Transactions
  • Process Transactions
  • Operational Reports
  • Store Inventory

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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