Happy State Bank
Overview
The GTC Investor Services Specialist is responsible for answering a large volume of incoming calls and handling account maintenance requests. ESSENTIAL DUTIES AND RESPONSIBILITIES
Answers a large volume of incoming calls. This duty is performed daily. Maintains account information and processes updates on operating system. This duty is performed daily. Researches client inquiries and provides solutions as required in a timely manner. This duty is performed daily. Troubleshoots and resolves basic technical problems over the phone in a single customer interaction to maximize the customer experience, with the ability to articulate relevant information and directions in an organized and concise manner. This duty is performed daily. Processes fee payments by credit card. This duty is performed daily. Maintains awareness of all operational functions to provide proper support at all times. This duty is performed daily. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly. Ability to work in a constant state of alertness and in a safe manner. This duty is performed daily. Perform any other related duties as required or assigned. Qualifications
Education and Experience
High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g., data processing, clerical/administrative, equipment operation, etc., plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience. Communication Skills
Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. Critical Thinking Skills
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. Required Certificates, Licenses, Registrations
Not indicated. Preferred Certificates, Licenses, Registrations
Not indicated. Software Skills Required
Basic: 10-Key, Accounting, Alphanumeric Data Entry, Programming Languages, Spreadsheet Working Conditions
Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable. Environmental and Physical Information
The noise level in the work environment is usually moderate. The following physical activities are representative of those that must be met by an employee to perform the essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions to enable individuals with disabilities to perform the essential functions and expectations. High diversity, low physical. Work activities may involve performing a variety of tasks from a given work area or moving about physically. While performing the functions of this job, the employee is regularly required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required include close vision. Additional Information
Must be proficient in Microsoft Office applications, Word processing, Spreadsheets, Internet, email and Database software Must have strong organizational, interpersonal communication and customer relations skills Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team Must be able to interact professionally with all employees and external customers Must have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public Must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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The GTC Investor Services Specialist is responsible for answering a large volume of incoming calls and handling account maintenance requests. ESSENTIAL DUTIES AND RESPONSIBILITIES
Answers a large volume of incoming calls. This duty is performed daily. Maintains account information and processes updates on operating system. This duty is performed daily. Researches client inquiries and provides solutions as required in a timely manner. This duty is performed daily. Troubleshoots and resolves basic technical problems over the phone in a single customer interaction to maximize the customer experience, with the ability to articulate relevant information and directions in an organized and concise manner. This duty is performed daily. Processes fee payments by credit card. This duty is performed daily. Maintains awareness of all operational functions to provide proper support at all times. This duty is performed daily. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly. Ability to work in a constant state of alertness and in a safe manner. This duty is performed daily. Perform any other related duties as required or assigned. Qualifications
Education and Experience
High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g., data processing, clerical/administrative, equipment operation, etc., plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience. Communication Skills
Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. Critical Thinking Skills
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature. Required Certificates, Licenses, Registrations
Not indicated. Preferred Certificates, Licenses, Registrations
Not indicated. Software Skills Required
Basic: 10-Key, Accounting, Alphanumeric Data Entry, Programming Languages, Spreadsheet Working Conditions
Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable. Environmental and Physical Information
The noise level in the work environment is usually moderate. The following physical activities are representative of those that must be met by an employee to perform the essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions to enable individuals with disabilities to perform the essential functions and expectations. High diversity, low physical. Work activities may involve performing a variety of tasks from a given work area or moving about physically. While performing the functions of this job, the employee is regularly required to sit, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required include close vision. Additional Information
Must be proficient in Microsoft Office applications, Word processing, Spreadsheets, Internet, email and Database software Must have strong organizational, interpersonal communication and customer relations skills Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team Must be able to interact professionally with all employees and external customers Must have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public Must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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