Customer Service Representative providing support to National Sales customers through inbound and outbound communications. Processing orders and resolving inquiries while supporting food distribution operations.
About the role
- Sales Support Representative assisting U.S. Bank's Wealth Management Advisor teams with operational processing and issues. Liaising between front- and back-office staff while ensuring compliance and timely support.
Responsibilities
- Provide support to Wealth Management Advisor teams by researching requests and resolving issues
- Act as liaison between back- and front-office and other staff
- Support all USBI Operations’ procedures and navigate various systems proficiently
- Isolate and identify source of problems, take ownership of escalations and track through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements
Requirements
- High school diploma or equivalent
- Typically five or more years of relevant work experience
- Thorough understanding of retail investment industry rules and regulations
- Effective interpersonal, verbal and written communication skills
- Well-developed soft skills, including patience, flexibility, empathy, organization, and problem-solving
- Technical proficiencies, the ability to effectively use various software and systems to manage customer interactions and resolve issues
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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