Client Service Associate - RJB

Job description

Job Description Summary Under general supervision, uses skills obtained through experience and training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and branch support. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks. Job Description: Essential Duties and Responsibilities: - Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames. - Extensive contact with internal customers and external contacts is required to identify, research, and resolve problems. - Demonstrates department procedures and functionality to visiting branch and home-office support staff. - Serves as a back-up in cross-functional responsibilities during absences. - Provides suggestions and input on efficiency and productivity improvements. - Prepares required mailings to clients. - Learns and follows department policies, procedures and requirements. - May recommend changes to existing policies and procedures. - Performs other duties and responsibilities as assi...