ACCOUNT SERVICES REPRESENTATIVE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Nov 6, 2024 - The Account Services Representative role demands a blend of sales acumen and customer service expertise, with hands-on experience in CRM software essential. Strong communication skills are required across phone, email, and face-to-face interactions, coupled with mastery of Microsoft Office applications and email platforms. Self-motivation, high organization, capability of managing multiple priorities, and excel in delivering exceptional customer service with meticulous attention to detail.

Essential Hard and Soft Skills for a Standout Account Services Representative Resume
  • CRM Software Proficiency
  • Microsoft Office Expertise
  • Data Analysis
  • Technical Writing
  • Financial Literacy
  • Project Management
  • Problem-Solving with Software
  • Report Generation
  • Billing and Invoicing
  • Database Management
  • Communication
  • Empathy
  • Adaptability
  • Problem-Solving
  • Teamwork
  • Customer Service Orientation
  • Time Management
  • Conflict Resolution
  • Attention to Detail
  • Positive Attitude

Summary of Account Services Representative Knowledge and Qualifications on Resume

1. BA in Business Administration with 3 Years of Experience

  • Experience in a customer service capacity 
  • Experience in a phone-based bank or credit union customer service capacity
  • ACH and direct deposit experience 
  • Excellent verbal communication skills 
  • Bilingual in English and Spanish 
  • Highly proficient in Excel & Powerpoint
  • Knowledge of DoubleClick, Operative, Salesforce 
  • General understanding of media math, media proposal composition and Nielsen/Comscore data ratings 
  • Experience working with dynamic digital products such as Sponsorships, Audience Guarantee, Viewability & Programmatic 

2. BA in Marketing with 2 Years of Experience

  • Experience in a sales/customer service role 
  • Exposure to CRM software
  • Excellent communication skills via the phone, email and face to face
  • Demonstrated proficiency in Word/Excel and email platforms
  • Self-starter and able to maintain strong self-motivation
  • Highly organized and strong attention to detail
  • Able to multi-task and juggle priorities and projects for multiple people, while staying focused and completing goals by deadlines
  • A positive outlook with strong professional etiquette
  • Exceptional customer service and interpersonal phone etiquette skills
  • Strong computer application skills
  • Excellent interpersonal and organizational skills.

3. BA in Communications with 4 Years of Experience

  • Technically savvy including experience working with multiple CRM or ERP systems. 
  • Experience working with ERP or CRM applications such as NetSuite, Salesforce or Kimball 
  • A people person with strong and proven customer service skills with both internal and external clients
  • Team player - must be able to step in and support team members
  • Ability to manage manual transaction volumes and proactively prioritize tasks.
  • Can identify and deliver process improvement opportunities – turn manual tasks into automated ones
  • Ability to work cross functionally. 
  • Ability to work in a fast paced environment.
  • Strong Microsoft Office skills.
  • Strong communicator (verbal and written)
  • Multi-task in a fast paced environment, be detail-oriented and responsive, deadline driven and have strong quantitative reasoning skills.
  • Client Service and/or Account Management experience

4. BA in Advertising with 3 Years of Experience

  • Work experience, some law firm accounting experience 
  • Strong verbal, mathematical, written, and analytical skills.
  • Excellent organization skills and the ability to adapt to changing priorities and work demands.
  • Attention to detail and accuracy.
  • Strong interpersonal skills with the ability to work well under pressure.
  • Excellent communication skills.
  • Problem-solving skills and critical thinking abilities.
  • Proficient knowledge of accounting functions and computer applications, including Microsoft Excel.
  • ASO contract knowledge.
  • Familiarity with the case installation process.
  • Knowledge of office management systems and procedures.