Assists customers with questions or issues regarding their accounts received via phone and/or correspondence. Calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires advanced knowledge of the organization, products and/or services. Must have good communication and problem-solving skills. May research issues or transfer to a research function. May involve cross selling or up selling of other financial products. Handles customer calls with somewhat more complexity. Generally has more than 1 year of experience.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed