RPS Call Center Representative

Retirement Plan Services Call Center Representative

Position Summary:

The Retirement Plan Services Call Center Representative is responsible for incoming participant calls, processing of enrollment forms, preparation of distribution paperwork, and assisting all areas of the department with research and communication.

Essential Functions:

Provide professional, customer service to phone inquiries from RPS participants, plan sponsors and brokers. Calls include balance inquiries, website assistance and distribution requests. Assist walk in participants as well. Provide professional customer service to email inquiries. Prepare the distribution paperwork requested by the participants. Conduct research for the department (Director, storage). Provide back up to other administrative assistants. Understand and adhere to all bank policies, laws and regulations applicable to their role.

Complete compliance training; follow internal processes and controls as required. Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies. Perform other job related duties or special projects as assigned. Regular and reliable attendance is an essential function of this position.

Qualifications:

Call Center or customer service experience required. Ability to understand and explain general retirement plan concepts. Knowledge of Microsoft Office Products. Proven research and problem solving skills.

Preferred Talents:
Customer service oriented Organized Time efficient and deadline driven Independent Accurate and detailed Effective communicator

Working Environment:
Indoor work – not exposed to outdoor elements or hazards. Some sedentary work and occasional lifting and/or carrying up to 10 pounds. This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.