Banking Clerk - Medford, MA
Overview of two positions in Retirement Services Customer Service Rep: - 90% providing customer service on incoming calls from branch reps and customers (IRAs) - 10% working on reports - Performing monthly quality control testing for completed work - Performing research for the calls handled - Sending duplicate/corrected IRS forms to customers Operations Rep: - Performing customer transactions received mostly by mail (withdrawals, contributions, withholding, - Research beneficiary information and sending written communication of options available - Performing IRA transfer in/out to other institutions - Supporting phones when needed - Quality control of work completed by Retail branch reps.
Doing maintenance on customer IRA accounts by making any changes within CFG's database. Contractor will know to make the changes either by reviewing documents with the customer information or by the occasional phone call. Open, sort and scan mail Validate documents into customer folders Quality Control IRA documents received from branches for accuracy and completeness.
Must Have: Detail oriented and not afraid to ask questions. MS Word & Excel proficiency Skills: Detail Oriented Ability to multi-task Ability to work in a fast pace environment
Additional Job Requirements
Qualification: Previous financial/banking exp (banking, mortgage, etc), highly preferred Interviews will be held in person.
Training: 2 weeks Work Hours: 8:30am to 5:30pm(30min lunch) or 8am to 5pm(60min lunch) Reason for need: Increase in work volume due to Tax Season. Opportunity to go permanent. Please Note:***Candidates should be advised not to request vacation time during the duration of the assignment*
A Randstad Recruiter will review your application and contact qualified candidates for a phone interview. Our best candidates will interview face to face with the hiring manager for the position.
If you are ready to explore this career move, click the apply button now. Not sure or don't have your resume ready, call or email me today to discuss further - Cassidy Garcia
(401-824-0223) or email@example.com.
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