• Financial servicing experience- Vital
• Strong attention to detail
• Strong analytical skills
• Proficient in the use of Access, Outlook, Excel and SharePoint
• Willing to work overtime as needed
Handle transactions/inquiries and answer customer questions. Must be able to quickly decipher the customer s needs, come up with the best solution, then clearly communicate that solution to the customer. Must have the knowledge to answer most client questions or be able to refer them to the people that do have the answers. May offer products that the customer could utilize based on call subject. Solid communication skills to calm angry customers by listening to them, then leading them to the solution that best works for them.
• Strong attention to detail
• Strong analytical skills
• Proficient in the use of Access, Outlook, Excel and SharePoint
• Willing to work overtime as needed
Handle transactions/inquiries and answer customer questions. Must be able to quickly decipher the customer s needs, come up with the best solution, then clearly communicate that solution to the customer. Must have the knowledge to answer most client questions or be able to refer them to the people that do have the answers. May offer products that the customer could utilize based on call subject. Solid communication skills to calm angry customers by listening to them, then leading them to the solution that best works for them.