About this opportunity
SGS Technologie lists this Customer Service( Banking Operations/ Financial)-ONLY LOCALS opportunity in memphis, Tennessee. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Full-time role for candidates local to Memphis, TN
Will work fully onsite each day for training (around 4 weeks)
Will work a hybrid schedule once training is complete- onsite 3 days per week
Opportunity for extension or conversion based on attendance/performance.
Laptop provided
Job Summary:
This person will be responsible for supporting the Account Transfers team.
Job Duties:
* Reviews and approve client requests to transfer accounts to and from contra firms
* Routinely make phone calls to the contra firms regarding status of transfers
* Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
* Scrutinizes information contained in all types of transfer forms and letters of authorization
* Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
* Reconciles client accounts accurately
* Effectively creates and distributes client correspondence
* Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
* Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism
* Performs general clerical activities, including faxing, copying and filing
* Assists other areas of the department with various functions when volume is high and/or staffing levels are low
* Performs other duties and responsibilities as assigned
Work Schedule: 8am-5pm, Monday through Friday
Skills:
Qualifications:
* 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare)
* Experience working in banking or financial services
* Experience processing documents/ document management
* Strong data entry skills - please have all candidates complete a data entry assessment. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Be sure to include the results at the top of the candidate's resume.
* Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
* Willingness to go above and beyond for customers
* Proactive problem solving skills
* Ability to maintain a professional demeanor at all times
* Strong written and verbal communication skills
Education:
Minimum of a High School Diploma/GED Completed
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.