Position Description:
The National New Accounts Service Professional serves as a subject matter expert and point of contact via inbound calls for branch personnel in regards to client onboarding and account maintenance. The New Account Service Professional will field questions related to, but not limited to document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification.

Responsibilities:

Engage internal clients via both inbound and outbound phone calls
Act as initial and ongoing support during account opening and lifecycle of account
Providing world-class service to internal clients
Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
Address issues promptly and effectively
Ability to maintain success in an evolving environment

Skills Required:

Must be willing to work in an environment that requires 100% phone-based internal client interaction
Strong phone-based and written communication skills with individuals at all levels, internally and externally.
Exude confidence with internal clients when providing solutions
Exceptional critical thinking skills
Problem solving, personal accountability, ownership, and professionalism
Ability to learn quickly and apply knowledge
Apply concepts to real life situations
Teamwork as well as ability to work well individually
Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Skills Desired:

College degree preferred
Possess general knowledge of financial markets
Customer Service experience preferred.

Job Types: Full-time, Contract, Temporary

Pay: $21.00 per hour

Schedule:

• 8 hour shift
• Day shift

Ability to commute/relocate:

• South Jordan, UT 84095: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Customer service: 2 years (Required)
• Data entry: 2 years (Required)

Work Location: In person

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