Customer Service Representative jobs in United States
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Russell Tobin ยท 3 days ago

Customer Service Representative

Russell Tobin's client is seeking a Customer Service Representative to provide exceptional service to U.S. Bancorp Investments clients. The role involves assisting clients with account maintenance, processing applications, and maintaining accurate records to support operational efficiency.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Jennifer Zabala
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Responsibilities

Provide exceptional customer service to U.S. Bancorp Investments clients
Assist clients with: Account maintenance requests, website navigation and online tools, asset transfers, and correspondence and general inquiries
Perform accurate and timely data entry related to transactions and account updates
Process new account applications in compliance with regulatory standards
Maintain detailed and accurate records
Coordinate with internal teams to resolve operational or account-related issues
Support overall operational efficiency during the brokerage conversion

Qualification

Customer service experienceCommunication skillsMicrosoft Office proficiencyAttention to detailBanking experienceClient registrations

Required

High school diploma or equivalent
Relevant experience in a contact center or customer service environment
Proven reliability and strong commitment to excellent customer service
Strong telephone, verbal, and interpersonal communication skills
High attention to detail with the ability to follow procedures independently
Proficient in Microsoft Office and general computer navigation

Preferred

Prior banking or financial services experience
Client registrations (past or present)

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans)
Supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity)
401(k)-retirement savings
Life & disability insurance
An employee assistance program
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Employee discounts with some preferred vendors

Company

Russell Tobin

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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