Fulfills all assigned customer account related requests in a timely manner. Examples of tasks may include:
- Transact customer account maintenance requests received in electronic work queue or file; may include DMS (document management system), Outlook email, excel, or other sources.
- Fulfill customer document requests using approved processes and procedures.
- Ensure customer account privacy standards are maintained.
- Handle incoming customer paper correspondence, including returned mail, following all established guidelines and procedures.
- Use email, electronic queue, fax and hardcopy processes as appropriate.
- Perform related duties as assigned by supervisor.
Qualifications
Education:
- High school diploma or equivalent experience
Type & Amount of Experience
- Ability to follow instructions and important
- Ability to learn and use new systems very important
- Strong attention to detail and organizational skills are required
- Attendance and punctuality are essential for this position
- Previous clerical experience helpful
- Good oral and written communication skills
- Demonstrated team player
Software Expertise:
- Knowledge of Microsoft Office applications (Word, Excel, Outlook) is helpful; must be able to learn – track and create reports, data entry
- Proficiency in keyboarding skills expected
Physical Requirements:
- Standard office environment including sitting while performing computer work
- Some walking to different areas of the department as duties require
- May include delivering paperwork or stack of items
Additional Information
All your information will be kept confidential according to EEO guidelines.