Customer Service Representative

• Assists customers with questions or issues regarding their accounts received via phone and/or correspondence.

• Calls are predominantly routine but may require deviation from standard screens, scripts, and procedures.

• Uses computerized system for tracking, information gathering, and/or troubleshooting.

• May require advanced knowledge of the organization, products and/or services.

• Must have good communication and problem-solving skills.

• May research issues or transfer to a research function.

• May involve cross selling or up selling of other financial products.