Customer Services Representative

Description

Summary: This role provides first-line support, coordinates services, and resolves problems for selected financial products and services, focusing on customer satisfaction. Highlights: 1. Join a global team focused on building a better, more sustainable world. 2. Opportunity for personal and professional growth in an inclusive culture. 3. Contribute to a reduced-carbon future with innovative products and services. **Career Area:** 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. **IT IS YOUR TIME!** Caterpillar Inc. is the world’s leading manufacturer of construction and mining equipment, off\-highway diesel and natural gas engines, industrial gas turbines and diesel\-electric locomotives. For nearly 100 years, we’ve been helping customers build a better, more sustainable world and are committed and contributing to a reduced\-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed. 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. If you are looking for personal and professional growth, in a company with an inclusive culture, which seeks equity, respects differences and believes in people's potential, this is the right place. We consider people with disability candidates and those with diversity in gender, culture, ethnicity, religion, age, generation, race, nationality and sexual orientation. **Important:** * **Don’t forget to include a resumé in English in your profile in Workday** * **Please frequently check the email associated with your application, including the junk/spam, as this is the primary correspondence method. If you wish to know the status of your application, please use the candidate log\-in on our career website as it will reflect any update s to your status.** **Role Definition** Provides first line of support, coordination of services, problem resolution and/or recommendations on selected products and services. **Responsibilities** * Addressing and resolving customer issues and inquiries. Ensuring all customer communication is clearly documented. * Identifying issues and determining appropriate course of action for effective resolution. * Processing results from analysis of data. * Execution of customer service standard processes. Maintaining customer accounts and relationships. * Knowledge and development of key reports to manage, measure, and monitor global risk exposures with adherence to reporting requirements, policies, and controls. * Manage the processes and procedures supporting the accuracy and timely communication of the portfolio health results. * Analyze business requirements and analytical needs, providing metrics, insights, and reports for an appropriate decision\-making process. **Skill Descriptors** **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 customized 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. **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. **Analytical Thinking**: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems. Approaches a situation or problem by defining the problem or issue and determining its significance. Makes a systematic comparison of two or more alternative solutions. **Accuracy and Attention to Detail**: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Accurately gauges the impact and cost of errors, omissions, and oversights. Utilizes specific approaches and tools for checking and cross\-checking outputs **Basic requirements:** Bachelor’s degree (or equivalent) in Industrial Engineering, Business Administration, Control Management Engineering, or a related field. Proficiency in visualization and reporting tools such as Tableau or Power BI, with the ability to quickly learn new analytical tools and techniques. Intermediate level of English. **Additional information:** *This position requires the candidate to work onsite five days a week.* **Some of the offered benefits\*:** * Medical plan * Dental plan * Medicines reimbursement * Psychological, Legal, Social and Finance Support Program * Private pension plan * Profit share * Meal assistance * Christmas basket * Transportation * Life and personal insurance * Extended maternity and paternity leave * Employee resources group (Young Professional, Women in Networking, LAMBDA (LGBTQIA\+), Latin Group and Active in Sport * Caterpillar reserves the right to change or modify benefits at any time, subject prior notice and in compliance with legal requirements. Benefit elegibility may vary by position and location The Recruitment \& Selection area emphasizes that it does not use personal emails and/or emails from other domains (@gmail, @hotmail, etc.) to contact candidates. Available vacancies are only advertised through the company's official channels (www.caterpillar.com/careers.html; https://www.linkedin.com/company/caterpillar\-inc), and official Caterpillar emails are mandatory followed by the domain @cat.com. Also, the company does not request any type of payment (bank transfer, pix, etc.) for the purposes of the selection process. For more information click on the link: https://www.caterpillar.com/pt/careers/apply\-now/help.html \#LI **Posting Dates:** August 27, 2026 \- September 3, 2026 Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply Not ready to apply? Join our Talent Community.