The Role
The CSR II role involves providing high-quality customer service, processing orders, and maintaining accurate records using internal systems and communication with customers.
Summary Generated by Built In
Summary/Objective:
In this role, the Customer Service Representative II provides a high level of customer service to internal and external customers by demonstrating prompt, and thorough attention to issues, requests and handling complaints. The CSR II process, route and schedule orders within required timeframes and coordinates with the operational staff. CSR II will work within the existing warehouse management systems to track and account for each customer order and communicate between customer and operational staff.
Essential Functions:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Core Behaviors:
Demonstrate to comply with Custom Goods’ Core Behavior:
Required Education and Experience
AAP/EEO Statement: Custom Goods, LLC is committed to providing equal employment opportunities to all employees and applicants without regard to race, religion, color, sex, national origin, citizenship status, uniform service member status, age, disability, sexual and gender orientation, genetic information or any other protected status in accordance with all applicable federal, state and local laws.
This commitment extends to all aspects of Custom Goods’ employment practices including, but not limited to, recruiting, hiring, promoting, transferring, compensation, benefits, training, leaves of absence, termination, and other terms and conditions of employment.
In this role, the Customer Service Representative II provides a high level of customer service to internal and external customers by demonstrating prompt, and thorough attention to issues, requests and handling complaints. The CSR II process, route and schedule orders within required timeframes and coordinates with the operational staff. CSR II will work within the existing warehouse management systems to track and account for each customer order and communicate between customer and operational staff.
Essential Functions:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Responsible for supporting the operation, including, but not limited to the following activities: Processing Client Orders or Receipts, Order Confirmations, Carrier Communications and Handling General Account Records.
- Communicate professionally, effectively and promptly with customers by telephone or written to provide information and support regarding the day to day business or whatever the inquiry that may arise by either customer or staff.
- Active participation in maintaining the data integrity of account information stored in the Company internal systems.
- Responsible for providing the departmental support functions on Client as assigned.
- Utilize the facility Information Systems to perform tasks related to Client account, such as, but not limited to: order entry, inventory inquiries, receipt processing
- Must be able to utilize and accurately complete daily reports and worksheets as required by both Client and Management.
- Ensuring accurate order entry and release of same information to staff as needed. Answer customer billing questions.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Contact customers to respond to inquiries or to notify them of their order status or any adjustments.
- Assist in accurately tracking Client activities and complete daily spreadsheets.
- Confer with customers by telephone, email or in person to provide information about products and services, shipping and receiving, to take orders or to obtain details of same.
- Monthly billing responsibilities including close and enter charge codes for orders, receivers/work orders
- Prepare documents, such as work orders, bills of lading, shipping orders, commercial invoices, master BOL’s, packing lists and barcode labels to route materials
- Must be able to effectively communicate with other Associates, Supervisors, Managers and Senior Management.
- Other duties as assigned
Core Behaviors:
Demonstrate to comply with Custom Goods’ Core Behavior:
- Servant Leadership
- Passion for Excellence
- Integrity
- Resilient
- Intense Safety Focus
- Trust
Required Education and Experience
- High school diploma or GED and two years’ related experience.
- Experience in distribution/fulfillment environment is preferred.
- Knowledge of Microsoft Office/Outlook/ Warehouse Management System (WMS)
- Have excellent oral and written communication skills
- Ability to cross train others
- Excellent data entry skills. Ability to pay close attention to detail for typing, filing, sorting and proofing.
- Must be able to be professional at all time and flexible with changing situations.
- Must be able to communicate effectively orally and in writing
- Upholds organizational values
AAP/EEO Statement: Custom Goods, LLC is committed to providing equal employment opportunities to all employees and applicants without regard to race, religion, color, sex, national origin, citizenship status, uniform service member status, age, disability, sexual and gender orientation, genetic information or any other protected status in accordance with all applicable federal, state and local laws.
This commitment extends to all aspects of Custom Goods’ employment practices including, but not limited to, recruiting, hiring, promoting, transferring, compensation, benefits, training, leaves of absence, termination, and other terms and conditions of employment.
Top Skills
MS Office
Warehouse Management System (Wms)
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The Company
What We Do
Custom Goods is a full-service logistics company with a refined focus on Warehousing, Transportation, and Custom Examination Sites, with over 30 warehouses nationally. We are uniquely positioned to offer comprehensive logistics solutions with a personal touch.
We serve our customers one shipment at a time by challenging ourselves to be the benchmark service provider of customized supply chain solutions with our strategic anchors: Data-Driven, Personal Touch, and Timely Customer Solutions.
Our core values underpin us as individuals, and as a company, we place people at the center of all we do. We have established over 60 years of rich experience and deep relationships following these values. As a number one strategic partner, our customers benefit from our unrivaled dedication to customer excellence.
