Added
9 minutes ago
Type
Full time
Salary
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Related skills

financial services customer service excel microsoft word outlook

๐Ÿ“‹ Description

  • Provides professional, courteous service at all times to ensure internal and external client
  • Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch
  • Process stock certificates and check deposits, and issue and mail client checks with a high degree
  • Maintain daily cashiering file according to established procedures.
  • Assist with planning and execution of various events (such as holiday parties and client
  • Manage incoming calls and provide information as appropriate.

๐ŸŽฏ Requirements

  • High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior
  • Excellent communication (written and verbal), problem solving and client service skills.
  • Strong attention to detail and accuracy with the ability to perform semi-advanced math.
  • Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
  • Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
  • Ability to communicate in a clear and service-oriented manner. Use appropriate, professional

๐ŸŽ Benefits

  • Medical, Dental and Vision
  • Company 401(k) and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Tuition Reimbursement ($15,000 lifetime cap)
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