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Centennial Bank · 4 months ago

GTC Investor Services Specialist

Amarillo, Texas, United States

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Centennial Bank is seeking a GTC Investor Services Specialist to manage a high volume of incoming calls and handle account maintenance requests. The specialist will be responsible for providing solutions to client inquiries, troubleshooting technical problems, and maintaining account information.

BankingFinanceFinancial Services

Responsibilities

Answers a large volume of incoming calls. This duty is performed daily

Maintains account information and process updates on operating system. This duty is performed daily

Researches client inquiries and provide solutions as required in a timely manner. This duty is performed daily

Troubleshoots and resolves basic technical problems over the phone in a single customer interaction to maximize the customer experience, with demonstrated ability to articulate relevant information and directions in an organized and concise manner. This duty is performed daily

Processes fee payments by credit card. This duty is performed daily

Maintains awareness of all operational functions to provide proper support at all times. This duty is performed daily

Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly

The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily

Perform any other related duties as required or assigned

Qualification

Customer relationsMicrosoft OfficeData processingAlphanumeric Data EntryMathematical skillsInterpersonal communicationOrganizational skillsCritical thinking

Required

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience

Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence

Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions

Ability to deal with problems involving several known variables in situations of a routine nature

Basic: 10-Key, Accounting, Alphanumeric Data Entry, Programming Languages, Spreadsheet

Must be proficient in Microsoft Office applications, Word processing, Spreadsheets, Internet, email and Database software

Must have strong organizational, interpersonal communication and customer relations skills

Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team

Must be able to interact professionally with all employees and external customers

Must have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations

Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public

Must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists