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NBT Bank · 14 hours ago

Client Service Team Lead

United States

Full-time

Remote

Mid, Senior Level

$66K/yr - $96K/yr

5+ years exp

NBT Bank is a stable financial institution that empowers people to grow and innovate. The Client Service Team Lead will manage client service team members, ensuring exemplary service and overseeing daily operations to promote client satisfaction and retention.

BankingFinancial Services

No H1B

Responsibilities

Directs the day to day workflow of the teams as needed. Maintain open line of communication with all staff. Assist team members with escalated client issues. Identify and escalate priority issues to Manager of Client Services as needed. Participant on calls with Client Service Specialists where greater technical and/or administrative knowledge is required

Maintain book of clients and ability to perform client service tasks

Ensure procedures and changes to processes are updated and effectively introduced to the Service team. Assist Manager of Client Services with projects. Provide technical research assistance to other team members. Provide training to Client Service team as needed on regulatory, internal processes, and procedure changes

Performs other duties as assigned

Qualification

ERISA knowledgeLeadershipAdvanced Microsoft OfficeMathematical conceptsEffective communicationProblem-solving

Required

Associate's degree and five (5) years of related experience or equivalent combination of education and experience

Demonstrated leadership aptitude

Demonstrated knowledge of ERISA requirements and experience with administering a broad range of qualified plans. Position requires the ability to understand complex allocations such as, new comparability, integrated plan formulas, earned income calculations, compliance testing

Demonstrate the ability to communicate effectively to a variety of audience

Ability to read and interpret documents such as procedure manuals and technical procedures. Ability to write routine correspondence. Ability to speak effectively with both internal and external contacts

Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Must have knowledge of advanced Microsoft Office applications