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Union Bank & Trust · 16 hours ago

RPS Call Center Representative

Lincoln, NE 68512, USA

Full-time

Hybrid

New Grad, Entry Level

Union Bank & Trust is seeking a Retirement Plan Services Call Center Representative responsible for handling incoming participant calls and processing enrollment forms. The role involves providing customer service to participants, plan sponsors, and brokers, as well as preparing distribution paperwork and conducting department research.

Financial Services

Culture & Values

Responsibilities

Provide professional, customer service to phone inquiries from RPS participants, plan sponsors and brokers. Calls include balance inquiries, website assistance and distribution requests. Assist walk in participants as well

Provide professional customer service to email inquiries

Prepare the distribution paperwork requested by the participants

Conduct research for the department (Director, storage)

Provide back up to other administrative assistants

Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required

Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies

Perform other job related duties or special projects as assigned

Regular and reliable attendance is an essential function of this position

Qualification

Call Center experienceCustomer service skillsMicrosoft Office knowledgeResearch skillsEffective communicatorOrganizedTime efficientIndependentAccurateDetailed