Job Description
Finance
Job Description:
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
About the Role:
Caterpillar Financial is Caterpillar Inc’s wholly owned captive financier, head quartered in Nashville, Tennessee. Our mission is to help our customers, dealers and Caterpillar succeed through financial services solutions. Structured Finance is a global team within Caterpillar Financial responsible for facilitating the mining, energy and transport equipment financing requirements of Caterpillar’s customers using structured equipment finance and corporate debt facilities.
The role of the Customer Services Representative provides first line support for customer enquiries, coordinates responses and assists in resolving issues.
Responsibilities:
Addresses and resolves customer concerns and enquiries. Ensures all customer communication is clearly documented.
Facilitates daily banking and cash application.
Identifies issues and determines appropriate course of action for effective resolution.
Executes standard customer service processes. Maintains customer accounts and relationships.
Oversees the preparation and analysis of monthly portfolio reports, ensuring accuracy and insightful data presentation.
Collaborates with Account Managers and customers to provide timely resolution of past due accounts, end of lease processing and customer requests while providing world-class customer service.
Key skills required to be successful in the role:
Customer Focus: Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and ability to leverage that information in creating customised customer solutions.
Service Excellence: Knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.
Consulting: Knowledge of techniques, roles, and responsibilities in providing technical or business guidance to clients, both internal and external; ability to apply consulting knowledge appropriately.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Effective Communications: Understanding effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviours.
Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Job Description:
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
About the Role:
Caterpillar Financial is Caterpillar Inc’s wholly owned captive financier, head quartered in Nashville, Tennessee. Our mission is to help our customers, dealers and Caterpillar succeed through financial services solutions. Structured Finance is a global team within Caterpillar Financial responsible for facilitating the mining, energy and transport equipment financing requirements of Caterpillar’s customers using structured equipment finance and corporate debt facilities.
The role of the Customer Services Representative provides first line support for customer enquiries, coordinates responses and assists in resolving issues.
Responsibilities:
Addresses and resolves customer concerns and enquiries. Ensures all customer communication is clearly documented.
Facilitates daily banking and cash application.
Identifies issues and determines appropriate course of action for effective resolution.
Executes standard customer service processes. Maintains customer accounts and relationships.
Oversees the preparation and analysis of monthly portfolio reports, ensuring accuracy and insightful data presentation.
Collaborates with Account Managers and customers to provide timely resolution of past due accounts, end of lease processing and customer requests while providing world-class customer service.
Key skills required to be successful in the role:
Customer Focus: Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and ability to leverage that information in creating customised customer solutions.
Service Excellence: Knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.
Consulting: Knowledge of techniques, roles, and responsibilities in providing technical or business guidance to clients, both internal and external; ability to apply consulting knowledge appropriately.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Effective Communications: Understanding effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviours.
Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.
Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
💡 Quick Summary
Seeking a career-building opportunity? The Customer Services Rep position is now open for candidates interested in the Bank Jobs sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
