Customer Service Representatives

Overview
Job Zone Two: Some Preparation Needed
Experience

Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.

Education

These occupations usually require a high school diploma.

Job Training

Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.

Examples

These occupations often involve using your knowledge and skills to help others. Examples include orderlies, counter and rental clerks, customer service representatives, security guards, upholsterers, and tellers.

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

Salary Salary

Salary at 10th Percentile: $24K
Salary at 25th Percentile: $28K
Median Salary: $35K
Salary at 75th Percentile: $45K
Salary at 90th Percentile: $57K

Demand
Career Demand by State Career Demand by State Legend
Core Tasks

Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.

Check to ensure that appropriate changes were made to resolve customers' problems.

Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.

Refer unresolved customer grievances to designated departments for further investigation.

Determine charges for services requested, collect deposits or payments, or arrange for billing.

Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.

Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.

Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.

Solicit sales of new or additional services or products.

Order tests that could determine the causes of product malfunctions.

Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.

Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.

Review insurance policy terms to determine whether a particular loss is covered by insurance.

Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.

Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.

Technology Skills
Technology
Example
Hot Technology
Access software
Citrix
Accounting software
Intuit QuickBooks
Backup or archival software
SugarSync
Business intelligence and data analysis software
IBM Cognos Impromptu
Communications server software
ShoreTel
Computer based training software
Padlet
Contact center software
Timpani Email
Customer relationship management CRM software
Salesforce software
Data base reporting software
SAP Crystal Reports
Data base user interface and query software
Yardi
Desktop communications software
Skype
Desktop publishing software
Microsoft Publisher
Document management software
Adobe Systems Adobe Acrobat
Electronic mail software
Microsoft Outlook
Enterprise resource planning ERP software
SAP Business Objects
Enterprise system management software
IBM Power Systems software
Fax software
Open Text Fax Server, RightFax Edition
Financial analysis software
Oracle E-Business Suite Financials
Graphics or photo imaging software
Adobe Systems Adobe Photoshop
Helpdesk or call center software
j2 Global Communications onebox
Human resources software
Oracle Taleo
Information retrieval or search software
LexisNexis
Instant messaging software
GroupMe
Internet browser software
Microsoft Internet Explorer
Internet protocol IP multimedia subsystem software
Voice over internet protocol VoiP system software
Materials requirements planning logistics and supply chain software
iShip
Medical software
MEDITECH software
Mobile messaging service software
Unified messaging software
Multi-media educational software
Nearpod
Network conferencing software
Timpani Chat
Network security and virtual private network VPN equipment software
Virtual private networking VPN software
Office suite software
Microsoft Office
Operating system software
Palm OS
Point of sale POS software
Main Street Softworks Monetra
Presentation software
Microsoft PowerPoint
Project management software
Microsoft SharePoint
Spreadsheet software
Microsoft Excel
Time accounting software
Kronos Workforce Timekeeper
Transaction security and virus protection software
Symantec
Video conferencing software
Zoom
Video creation and editing software
YouTube
Voice recognition software
DSC Pacer Interactive Voice Response System
Web page creation and editing software
Social media sites
Word processing software
Microsoft Word
Tools Used
Tool
Example
Communications Devices and Accessories
Wireless telephone headsets
Computer Equipment and Accessories
Desktop computers
Consumer electronics
Global positioning system GPS receivers
Data Voice or Multimedia Network Equipment or Platforms and Accessories
Autodialing systems
Office machines and their supplies and accessories
Cash registers
Top 10 Knowledge Required
Customer and Personal Service
90%
Importance

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

English Language
73%
Importance

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Clerical
71%
Importance

Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Computers and Electronics
66%
Importance

Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Mathematics
56%
Importance

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Communications and Media
53%
Importance

Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

Telecommunications
52%
Importance

Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

Administration and Management
46%
Importance

Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Sales and Marketing
46%
Importance

Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

Economics and Accounting
44%
Importance

Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

Top 10 Skills
Active Listening
78%
Importance

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking
78%
Importance

Talking to others to convey information effectively.

Service Orientation
75%
Importance

Actively looking for ways to help people.

Reading Comprehension
68%
Importance

Understanding written sentences and paragraphs in work related documents.

Critical Thinking
63%
Importance

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Persuasion
63%
Importance

Persuading others to change their minds or behavior.

Active Learning
60%
Importance

Understanding the implications of new information for both current and future problem-solving and decision-making.

Monitoring
60%
Importance

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Social Perceptiveness
60%
Importance

Being aware of others' reactions and understanding why they react as they do.

Time Management
60%
Importance

Managing one's own time and the time of others.

Top 10 Abilities
Oral Comprehension
80%
Importance

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression
80%
Importance

The ability to communicate information and ideas in speaking so others will understand.

Speech Clarity
78%
Importance

The ability to speak clearly so others can understand you.

Speech Recognition
75%
Importance

The ability to identify and understand the speech of another person.

Near Vision
70%
Importance

The ability to see details at close range (within a few feet of the observer).

Problem Sensitivity
70%
Importance

The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

Written Expression
70%
Importance

The ability to communicate information and ideas in writing so others will understand.

Written Comprehension
68%
Importance

The ability to read and understand information and ideas presented in writing.

Deductive Reasoning
65%
Importance

The ability to apply general rules to specific problems to produce answers that make sense.

Inductive Reasoning
63%
Importance

The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Top 10 Work Activities
Getting Information
88%
Importance

Observing, receiving, and otherwise obtaining information from all relevant sources.

Interacting With Computers
85%
Importance

Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.

Communicating with Persons Outside Organization
84%
Importance

Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.

Communicating with Supervisors, Peers, or Subordinates
84%
Importance

Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

Establishing and Maintaining Interpersonal Relationships
83%
Importance

Developing constructive and cooperative working relationships with others, and maintaining them over time.

Making Decisions and Solving Problems
80%
Importance

Analyzing information and evaluating results to choose the best solution and solve problems.

Updating and Using Relevant Knowledge
79%
Importance

Keeping up-to-date technically and applying new knowledge to your job.

Processing Information
77%
Importance

Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

Resolving Conflicts and Negotiating with Others
77%
Importance

Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

Organizing, Planning, and Prioritizing Work
75%
Importance

Developing specific goals and plans to prioritize, organize, and accomplish your work.

Detailed Work Activities

Discuss goods or services information with customers or patrons.

Respond to customer problems or complaints.

Maintain financial or account records.

Execute sales or other financial transactions.

Prepare documentation for contracts, transactions, or regulatory compliance.

Refer customers to appropriate personnel.

Calculate costs of goods or services.

Collect deposits, payments or fees.

Provide notifications to customers or patrons.

Promote products, services, or programs.

Coordinate operational activities.

Inspect items for damage or defects.

Review customer insurance information.

Verify accuracy of financial or transactional data.

Process customer bills or payments.

Recommend packing or shipping methods.

Work Context
Telephone

How often do you have telephone conversations in this job?

Contact With Others

How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?

Indoors, Environmentally Controlled

How often does this job require working indoors in environmentally controlled conditions?

Electronic Mail

How often do you use electronic mail in this job?

Spend Time Sitting

How much does this job require sitting?

Face-to-Face Discussions

How often do you have to have face-to-face discussions with individuals or teams in this job?

Importance of Being Exact or Accurate

How important is being very exact or highly accurate in performing this job?

Time Pressure

How often does this job require the worker to meet strict deadlines?

Importance of Repeating Same Tasks

How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job?

Frequency of Decision Making

How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?

Education
Majors
Major
Business Operations Support and Assistant Services
Interests
Enterprising
91%
Importance

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Conventional
62%
Importance

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Social
62%
Importance

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Realistic
24%
Importance

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Investigative
19%
Importance

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Artistic
15%
Importance

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Top 10 Work Styles
Attention to Detail
91%
Importance

Job requires being careful about detail and thorough in completing work tasks.

Cooperation
91%
Importance

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Integrity
88%
Importance

Job requires being honest and ethical.

Dependability
86%
Importance

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Concern for Others
83%
Importance

Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

Self Control
82%
Importance

Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

Stress Tolerance
82%
Importance

Job requires accepting criticism and dealing calmly and effectively with high stress situations.

Adaptability/Flexibility
81%
Importance

Job requires being open to change (positive or negative) and to considerable variety in the workplace.

Independence
81%
Importance

Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

Social Orientation
78%
Importance

Job requires preferring to work with others rather than alone, and being personally connected with others on the job.

Work Values
Relationships
86%
Importance

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Support
62%
Importance

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Independence
53%
Importance

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Achievement
43%
Importance

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Recognition
43%
Importance

Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.

Working Conditions
41%
Importance

Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.