Position: Customer Service
Pay Rate: $20.00 per hour
Location: Stockton, CA
Schedule: MondayFriday, 8:30 AM4:30 PM
Job SummaryWe are seeking a professional, detail-oriented Customer Service Representative to assist with business customer communications, application follow-ups, and account support. The ideal candidate has strong communication skills, experience using CRM systems, and the ability to manage multiple priorities in a fast-paced environment.
Duties and Responsibilities- Communicate professionally with business owners, merchants, and referral partners by phone and email.
- Follow up on pending applications, customer inquiries, and outstanding documentation.
- Maintain accurate customer records and track communications using CRM software.
- Schedule follow-ups, update account information, and escalate issues when needed.
- Help customers navigate online applications and sign-up processes.
- Coordinate with internal departments on application status, pricing, approvals, and funding questions.
- Handle sensitive customer and business information professionally and confidentially.
- Use spreadsheets, shared calendars, and web-based systems to manage daily activities.
- Respond to customers and business partners promptly and follow through consistently.
Qualifications- Excellent verbal and written communication skills.
- Previous customer service, account support, or business-to-business (B2B) experience preferred.
- Hands-on experience using CRM systems to document interactions and manage follow-ups.
- Strong organizational skills and the ability to prioritize multiple tasks.
- Proficiency with Microsoft Office, spreadsheets, email, and web-based applications.
- Ability to learn new software and processes quickly.
- Strong attention to detail and problem-solving skills.
- Professional judgment when handling confidential information.
- Dependable and self-motivated, with the ability to work independently and as part of a team.
- Bilingual English/Spanish skills are a plus.
Preferred BackgroundCandidates with experience in business banking, payroll, SaaS, staffing, merchant services, account management, or other customer-facing B2B environments are encouraged to apply.