Provide timely and efficient completion of client transactions while maintaining accurate records and properly handling assigned monies. Deliver high-quality service by identifying and understanding clients’ financial needs. The role is cross-trained to support sales and service activities, with a particular focus on outbound calling and Integrated Relationship Management (IRM). The position requires Saturday work and may involve weekends or extended hours, occasional travel and overnight stays, and travel or temporary locale changes to meet staffing needs.
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Job Type
Full-time
Education Level
High school or GED