Banking Customer Service Representative
Job Summary
Providing exceptional service to clients, the full-time Customer Service Representative in Banking will address inquiries related to retirement plan payments, including periodic and non-periodic payments, while working remotely on a 12+ month contract with rotational shifts.
Key Responsibilities
- Responding to client inquiries regarding retirement plan payments
- Assisting clients with understanding their payment options, including lump sum distributions and rollovers
- Reprinting tax forms and verifying current record information as requested
Required Qualifications
- Experience in a high call volume call center environment
- Background in banking, financial services, or insurance
- Ability to work rotational shifts, including weekends
- Strong understanding of retirement plans and payment processing
- Commitment to client satisfaction and attention to detail
Complete Job Description
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