Remote Banking Customer Service Representative

Job Summary

To support a growing team, the 100% remote Banking Customer Service Representative will manage client inquiries related to retirement plan payments and assist with payment options while working on a 12+ month contract.

Key Responsibilities

• Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments
• Assisting clients with understanding their payment options, such as lump sum distributions and rollovers
• Reprinting tax forms and verifying current record information as requested by clients

Required Qualifications

• Experience in a call center environment handling inbound customer service inquiries
• Knowledge of retirement services, including health savings accounts and employee benefits plans
• Ability to work rotational and weekend shifts
• Strong communication skills and attention to detail
• Commitment to client satisfaction and service excellence