GTC Investor Call Center Specialist

Centennial Bank • Amarillo, TX

5d • Onsite

About The Position

The GTC Investor Call Center Specialist is responsible for answering a large volume of incoming client calls and replies to client emails. This role requires the ability to research client inquiries, provide solutions, and troubleshoot basic technical problems over the phone. The specialist will also process fee payments and maintain awareness of operational functions and compliance training.

Requirements

• 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
• Proficient in Microsoft Office applications, Word processing, Spreadsheets, Internet, email and Database software
• Strong organizational, interpersonal communication and customer relations skills
• Able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
• Able to interact professionally with all employees and external customers
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations
• Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Nice To Haves

• Not indicated.

Responsibilities

• Answers a large volume of incoming calls and client queue call backs daily.
• Replies to client email requests daily.
• Researches client inquiries and provide solutions as required in a timely manner.
• 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.
• Processes fee payments and transaction fees by credit card.
• Maintains awareness of all operational functions to provide proper support at all times.
• Completes required BSA/AML training and other compliance training as assigned.
• The ability to work in a constant state of alertness and in a safe manner.
• 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