- Opens pension and lease security accounts and explains options
- Gathers needed information from customer
- Transfers funds from existing account and/or obtains funds from other sources
- Answers telephone and written questions
- Solves problems for customers and branch staff by collecting data, securing answers and reporting results to inquiring party
- Input all CIF and file maintenance necessary to setup the various accounts opened
- Reads and reviews available literature pertaining to regulations governing accounts
- Provides expertise knowledge to handle difficult situations that may arise
- Comply with company policies, practices and procedures
- Attend assigned meetings
- Manage customer documents and information in an organized, efficient and secure manner
- Interact with customers in a professional and pleasant manner
- Represent company as a professional in appearance and manner
- Communicate with the highest level of professionalism and integrity
- Perform quality and quantity of duties as expected for position
- Complete company required training courses as assigned
- High School diploma or general education degree (GED).
- One to three years of experience
- Basic personal computer skills
- Strong numerical ability
- Accuracy and attention to detail
- Honesty and integrity
- Stress tolerance
- Adaptability
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Sr. Service Representative - New York, United States - Emigrant Bank
Description
Job Description
Job DescriptionPosition: Sr. Service Representative
Department: Pension/Lease Security
Reports To: Supervisor & Manager
Employment Status: Full-Time, Nonexempt
Office Location: Corporate Office, Midtown-New York (On-Site)
Job Summary:
Responsible for opening new savings accounts, certificate accounts, and answering questions from customers and branch employees concerning services provided by Emigrant Bank.
Job Specific Responsibilities and Duties:
Basic Responsibilities:
Qualifications:
Job Specific Requirements:
The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Savings Bank and its Subsidiaries retain and reserve any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. Emigrant Savings Bank and its subsidiaries and affiliates are Equal Opportunity and Affirmative Action employers.
New York pay range$31,500—$55,500 USD