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

• Requires 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

• Handles customer calls with somewhat more complexity