Performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the assigned area. Duties may include entering new account information; changing information on existing accounts; recording transactions; answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information; completing reports and providing administrative support. Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information.
- High school diploma or equivalent
- Typically two to three years of clerical and customer service experience
- Basic knowledge of products, services, terminology, procedures and systems related to assigned area- Good customer service skills- Ability to manage multiple projects and deadlines simultaneously while maintaining a high level of customer service- Ability to resolve complex problems with minimal guidance- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications- Effective verbal and written communication skills
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
