ESSENTIAL FUNCTIONS: • Receives and processes incoming calls from customers. • Responds to inquiries and determines the appropriate response or direction and proactively    offers the most convenient solutions or options for the customer. • Completes various operational processes to support customer requests. • Processes account balance or transfer requests, stop payment orders, changes of address and    other customer requests or authorizations. • Completes trouble shooting if needed to support a customer inquiry. • Collaborates and refers to internal business partners by referring customers to the appropriate    professional to ensure a full range of financial solutions to meet their needs: • Reviews reports, prepares correspondence, and participates in special department projects as    required. • Ensures that all departmental documents and activities are performed in compliance with    applicable laws, regulations, policies, and procedures as applicable to this position, including    completion of required compliance training. • Performs other duties and responsibilities as assigned. REQUIRED SKILLS/ABILITIES: • Excellent verbal and written communication skills. • Exceptional organizational skills and strong attention to detail. • Excellent time management skills with a proven ability to meet deadlines. • Strong analytical and problem-solving skills. • Ability to function well in a high-paced and at times stressful environment. • Proficient with Microsoft Office Suite or related software. SUPERVISORY RESPONSIBLITY: This position does not supervise employees. EDUCATION and EXPERIENCE: • High School or GED equivalent. • One (1) year of providing outstanding customer service or sales experience, preferably in a    financial service setting, is required. Call Center experience preferred. PHYSICAL REQUIREMENTS: Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness. • Ability to lift up to 20 pounds (i.e., files). • Ability to communicate in person, through email or via telephone with customers and staff    members. • Ability to sit or stand for an extended period. • Specific vision abilities required by this job may include close vision and the ability to   adjust focus.