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Become A Transactional Specialist

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Working As A Transactional Specialist

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $32,802

    Average Salary

What Does A Transactional Specialist Do

Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.

Duties

Customer service representatives typically do the following:

  • Listen to customers’ questions and concerns, and provide answers or responses
  • Provide information about products and services
  • Take orders, calculate charges, and process billing or payments
  • Review or make changes to customer accounts
  • Handle returns or complaints
  • Record details of customer contacts and actions taken
  • Refer customers to supervisors or more experienced employees

Customer service representatives answer questions or requests from customers or the public. They typically provide services by phone, but some also interact with customers face to face, by email, or live chat.

The specific duties of customer service representatives vary by industry. For example, representatives who work in banks may answer customers’ questions about their accounts. Representatives who work for utility and communication companies may help customers with service problems, such as outages. Those who work in retail stores often handle returns, process refunds, and help customers locate items. Some representatives make changes to customers’ accounts, such as updating addresses or canceling orders. Although selling is not their main job, some representatives may help generate sales while providing information about a product or service.

Customer service representatives typically use a telephone, computer, and other office equipment. For example, representatives who work in call centers answer phone calls and use computers to review and select standard responses from a list of options. Those employed in retail stores use registers to process returns or orders.

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How To Become A Transactional Specialist

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.

Education

Customer service representatives typically need a high school diploma.

Training

Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Transactional Specialist jobs

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Average Length of Employment
Service Specialist 2.7 years
Account Specialist 2.7 years
Center Specialist 2.6 years
Specialist 2.5 years
Client Specialist 2.3 years
Fraud Specialist 2.2 years
Dispute Specialist 2.2 years
Service Associate 2.1 years
Top Employers Before
Teller 8.5%
Cashier 8.5%
Internship 4.5%
Manager 2.8%
Clerk 2.6%
Hostess 2.0%
Top Employers After
Teller 4.1%
Consultant 4.1%
Analyst 4.1%
Cashier 4.1%
Supervisor 3.0%

Transactional Specialist Demographics

Gender

Female

69.6%

Male

28.7%

Unknown

1.7%
Ethnicity

White

79.8%

Hispanic or Latino

11.5%

Asian

7.1%

Unknown

1.0%

Black or African American

0.6%
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Languages Spoken

Spanish

55.6%

Portuguese

5.6%

Vietnamese

5.6%

French

5.6%

German

2.8%

Bosnian

2.8%

Albanian

2.8%

Norwegian

2.8%

Hindi

2.8%

Tagalog

2.8%

Dakota

2.8%

Urdu

2.8%

Arabic

2.8%

Italian

2.8%
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Transactional Specialist Education

Schools

University of Phoenix

16.1%

Truckee Meadows Community College

8.0%

Temple University

6.9%

University of Kansas

5.7%

Georgia Perimeter College

4.6%

University of Missouri - Columbia

4.6%

University of Central Missouri

4.6%

Minnesota State University - Moorhead

4.6%

Southern New Hampshire University

4.6%

Strayer University

4.6%

American InterContinental University

4.6%

University of Memphis

3.4%

Central Connecticut State University

3.4%

Fresno City College

3.4%

Johnson County Community College

3.4%

Troy University

3.4%

Indiana University of Pennsylvania

3.4%

California State University - East Bay

3.4%

University of North Carolina at Greensboro

3.4%

University of North Texas

3.4%
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Majors

Business

30.3%

Accounting

11.8%

Finance

10.6%

Psychology

6.2%

Management

3.6%

Communication

3.6%

English

3.4%

Liberal Arts

3.4%

General Studies

3.1%

Criminal Justice

3.1%

Legal Support Services

2.8%

Computer Science

2.5%

Law

2.5%

Marketing

2.2%

Political Science

2.0%

Human Resources Management

2.0%

Sociology

2.0%

Economics

1.7%

Medical Assisting Services

1.7%

General Education, Specific Areas

1.7%
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Degrees

Bachelors

43.0%

Other

24.4%

Associate

13.4%

Masters

10.7%

Certificate

5.2%

Doctorate

1.7%

Diploma

1.4%

License

0.2%
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Job type you want
Full Time
Part Time
Internship
Temporary

Top Skills for A Transactional Specialist

FinancialTransactionsDataEntryCreditCardPaymentsATMLoanPaymentsAuditPurchaseOrdersRealEstateCustomerTransactionsNewAccountsAccountMaintenanceDueDiligenceACHCustomerSatisfactionUMBSalesReferralsWireTransfersPhoneCallsLedgerCustomerAccounts

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Top Transactional Specialist Skills

  1. Financial Transactions
  2. Data Entry
  3. Credit Card Payments
You can check out examples of real life uses of top skills on resumes here:
  • Processed financial transactions including exchanges, loans, withdrawals and distributions for 401k plan participants.
  • Completed new hire/rehire processing including data entry of personal data, payroll data and benefit processing.
  • Submit check payments and credit card payments via telephone.
  • Ordered ATM cards and checks, and added individuals to accounts.
  • Processed participant and plan contributions, wages, demographic information, loan payments, and rollovers.

Top Transactional Specialist Employers

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