Client Account Representative I

PRINCIPAL RESPONSIBILITIES AND DUTIES:

• Independently processes and responds to routine questions, processing issues, and requests according to company defined procedures.

• Thoroughly analyzes issues and requests and clearly communicates them verbally and in writing using company approved methods and tools.

• Makes customers and their needs the primary focus of one's actions by developing and sustaining productive customer relationships.

• Ensures application of best practices through consistent evaluation of key metrics, independently driving process improvement efforts to advance account standing.

• Acts as a positive representative of the company, both internally and externally, in accordance with written principles of the organization without direction or oversight from management.

• Keeps account manager or superior informed of significant issues on a timely basis.

• Seeks guidance from the appropriate account manager or supervisor on significant non-routine issues.

• Possess a thorough understanding and ability to explain and promote our web-based services.

• Other duties as assigned.

SKILLS AND ABILITIES REQUIRED:

• Well-developed organizational skills with consistent time management in order to handle multiple tasks simultaneously.

• Maintains stable performance under pressure or opposition.

• Proficient in Microsoft Office suite with focus on Excel (pivot tables/VLookups).

• A strong ability to communicate effectively, both written and verbal, at all levels.

MINIMUM LEVEL OF PREPARATION AND TRAINING NORMALLY REQUIRED:

• A general level of knowledge acquired through completion of a bachelor's degree in business administration or a related field or equivalent experience.
• 1-2 years of customer relations experience in a technical service environment.

ABOUT OUR COMPANY:

Cass Information Systems, Inc. is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communications networks, facilities and other operations. Disbursing over $90 billion annually on behalf of clients, and with total assets in excess of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000. More information is available at www.cassinfo.com.