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