Customer Account Associate | Memphis, TN

• Assist with various requests for information referring more complex matters to colleagues.
• Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information directing more complex matters to colleagues as necessary.
• Carry out standard customer service activities and handle simple customer inquiries.
• Conduct data entry into company systems and review and verify the information to ensure accuracy and accessibility.
• Enter data into standard branch systems reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
• Maintain files and records.
• Organize own work schedule each day in line with changing priorities.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Knowledge of:

• Compliance with an eye for situations that could present risk to the firm.

Skills:

• Uses clear and effective verbal communications skills under supervision to express ideas request actions and formulate plans or policies.
• Supports business processes under supervision by applying an understanding and effective use of standard office equipment and standard software packages.
• Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works to make every customer interaction positive by leaving the customer feeling understood appreciated and confident in the organizations ability. Typically works under close supervision.
• Works to navigate customer conversations by leveraging the four parts of a service conversation: open learn reply and close. Typically works under close supervision.
• Works under supervision to plan organize prioritize and oversee activities to efficiently meet business objectives.
• Works under supervision to develop monitor interpret and understand policies and procedures while making sure they match organizational strategies and objectives.
• Works to connect with customers to strengthen the relationship meeting personal needs through positive customer experiences. Typically works under close supervision.
• Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Receives monitors and deals with allocated customers at an elementary level working under supervision.
• Applies understanding of the business environment and objectives to develop solutions under supervision.
• Works under supervision to meet high customer service standards.
• Works under supervision to understand and effectively operate all customer management systems.
• Works under supervision to perform data analysis for use in reports to help guide decision making.
• Works to select deploy and get the best results from the most appropriate office system.
• Works to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.