GTC Investor Services Specialist

Centennial Bank • Amarillo, TX

9d

About The Position

The GTC Investor Services Specialist is responsible for answering a large volume of incoming calls and handles account maintenance requests.

Requirements

• To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily.
• The requirements listed below are representative of the knowledge, skill, and/or ability required.
• High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience.
• Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence.
• ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence.
• ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
• Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions.
• Ability to deal with problems involving several known variables in situations of a routine nature.
• Basic: 10-Key, Accounting, Alphanumeric Data Entry, Programming Languages, Spreadsheet
• Must be proficient in Microsoft Office applications, Word processing, Spreadsheets, Internet, email and Database software
• Must have strong organizational, interpersonal communication and customer relations skills
• Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
• Must be able to interact professionally with all employees and external customers
• Must have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations
• Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public
• Must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Responsibilities

• Answers a large volume of incoming calls. This duty is performed daily.
• Maintains account information and process updates on operating system. This duty is performed daily.
• Researches client inquiries and provide solutions as required in a timely manner. This duty is performed daily.
• Troubleshoots and resolves basic technical problems over the phone in a single customer interaction to maximize the customer experience, with demonstrated ability to articulate relevant information and directions in an organized and concise manner. This duty is performed daily.
• Processes fee payments by credit card. This duty is performed daily.
• Maintains awareness of all operational functions to provide proper support at all times. This duty is performed daily.
• Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly.
• The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
• Perform any other related duties as required or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees