Note: The job is a remote job and is open to candidates in USA. Prodware Solutions is offering a 100% remote opportunity for a Banking Customer Service Representative. The role involves providing exceptional service to clients by addressing their inquiries related to retirement plan payments and ensuring accurate processing of requests.

Responsibilities

• Responding to client inquiries regarding retirement plan payments, including periodic and non-periodic payments
• Assisting clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals
• Reprinting tax forms, verifying current record information, sending change request forms to participants as requested

Skills

• Experience working in a call center environment as a customer service representative taking incoming calls
• Experience with retirement services, including health saving accounts, education saving-529, employee benefits plans like 401(k), 403(b), Roth, IRA's, etc
• Experience with inbound call center environment resolving customer queries related to products like health saving accounts, education saving-529, employee benefits plans like 401(k), 403(b), Roth, IRA's, etc
• Comfortable working with rotational and weekend shifts
• Strong communication skills
• Attention to detail
• Commitment to client satisfaction

Benefits

• All equipment and training would be provide - NO COST.
• 3-4 weeks onsite training program. - paid.

Company Overview

Company H1B Sponsorship