Description

You serve as the primary contact for branch personnel regarding client onboarding, account maintenance, and compliance. This role is on-site.

Responsibilities

• Handle inbound and outbound 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.

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.

Key Skills

Education

Any Graduate