Customer Account Representative( BANKING OPERATIONS/FINANCIAL)

Job Description

SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.

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Job Description:

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Duties:

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• Full time onsite role for candidates local to the St. Pete, FL or Memphis, TN or Southfield, MI.
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• Opportunity for conversion based on attendance and performance
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• Laptop provided
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Job Summary:

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• Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA’s), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service.
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• Department is in need of assistance for year end volumes including working through Money Movement requests and related items.
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• Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy
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• MS Office Applications – Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required
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Knowledge of:

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• Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence.
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• Compliance, with an eye for situations that could present risk to the firm.
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Skill in:

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• Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms.
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• Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role)
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Ability to:

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• Project a professional demeanor to train associates on new duties and tasks.
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• Work thorough complicated activity
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• Work independently and in cooperation with supervisor.
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• Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.
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Educational/Previous Experience Requirements:

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• High School Diploma or equivalent.
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~or~

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• Any equivalent combination of education, experience and/or training approved by Human Resources.
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