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
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
o Good oral and written communication skills
o 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
All your information will be kept confidential according to EEO guidelines.