Description

You serve as the subject matter expert and primary contact for branch personnel regarding client onboarding and account maintenance.

Responsibilities

• Handle inbound and outbound phone calls to support internal clients through the account opening lifecycle.
• Manage document processing, including reviewing status, updates, and general account modifications.
• Ensure all account activities adhere to internal policies and USA Patriot Act compliance requirements.
• Resolve client issues promptly by applying critical thinking and problem-solving skills.
• Maintain professional relationships with internal stakeholders while navigating evolving procedures.

Required Skills

• 5+ years of professional experience.
• Experience in a 100% phone-based internal client interaction environment.
• Proficiency with MS Office tools, specifically Outlook, Excel, Word, and PowerPoint.
• Strong written and verbal communication skills for interacting with all organizational levels.
• Ability to learn complex procedures quickly and apply them to real-life situations.
• Proven ownership of tasks and personal accountability in a professional setting.
• Strong critical thinking and problem-solving capabilities.

Preferred Skills

• College degree.
• Customer service experience.
• General knowledge of financial markets.

Key Skills

Education

Any Graduate