Service officer vs customer service associate

Differences between service officer and customer service associate duties and responsibilities

Service officer example responsibilities.

• Manage routine closing procedures, correspond extensively with problematic patrons and provide assistance with ATM's.
• Identify cross-sell opportunities; actively and aggressively promote products to achieve credit union target production expectations.
• Prepare and present PowerPoint presentations for briefings and training.
• Utilize benefits calculator to assist low income ASC staff to determine eligibility for supplemental programs.
• Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
• Perform intake duties to determine diagnostic and financial eligibility for those with intellectual and developmental disabilities with Medicaid.
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Customer service associate example responsibilities.

• Manage and calculate daily cash deposits and prepare daily payroll ledgers.
• Manage cash balances and inventory stock accurately; ensure cleanliness of all work stations and guarantee excellent customer service.
• Use excellent phone and customer service etiquette while navigating through multiple windows simultaneously.
• Provide excellent customer service to hundreds of satisfy customers, bag groceries with speed and efficiency
• Perform upselling on every call.
• Train in flight emergencies, hazardous materials and CPR.
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