Remote Bilingual CSP Customer Service Representative Job at Union Bank & Trust, Remote

RjVQZUt1d3FRdUlwL0RZSG1QaG1MUm1YNEE9PQ==
  • Union Bank & Trust
  • Remote

Job Description

The College Saving Bilingual Representative is an excellent opportunity for a hard-working individual to work with investors who want to save for future college expenses. Representatives satisfy investor, advisor and prospect incoming phone inquiries on the 529 programs we manage and existing 529 accounts. The CSG Representative will have the opportunity to work with various aspects of Union Bank’s 529 Programs including an education in investments, taxes and various college savings and investment vehicles and programs.

Essential Functions:

  • Answer toll free Customer Care lines for the UBT-managed 529 Programs and provide exceptional service at all times while satisfying investor, advisor and prospect inquiries on the 529 programs as well as providing servicing and transaction assistance for existing accounts.
  • Review incoming enrollment and account maintenance paperwork for accuracy.
  • Follow up on incomplete account enrollment or maintenance paperwork from investors and advisors.
  • Assist with various project-based work such as Returned Mail, Account Research/Maintenance and Supply Inventory.
  • Assist with the daily imaging of new enrollment and account maintenance forms in order to make them available for review on the system.
  • Place requested marketing materials in packaging to be mailed out.
  • Develop monthly and quarterly tracking reports for internal and external distribution.
  • Maintain various databases.
  • Assist with periodic mailings to investors and advisors.
  • Research inquiries by using the Internet to gather data.
  • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
  • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
  • Regular and reliable attendance is an essential function of this position.
  • Perform other job-related duties or special projects as assigned.

Qualifications

  • Bachelor’s degree in a related field or equivalent experience preferred.
  • Call Center or Customer Service experience preferred.
  • Spanish fluency preferred.
  • Working knowledge of investments and/or 529 Plan rules and regulations preferred.
  • Proficient in Microsoft Word, Excel and in working with other financial software.

Preferred Talents:

  • Accurate and detailed
  • Effective communicator both verbal and written- promotes Union Bank’s customer service philosophy
  • Positive and people focused
  • Organized
  • Self-directed and takes initiative
  • Deadline driven

Working Environment:

Sedentary work, occasional lifting and/or carrying up to 20 pounds.

Indoor work not exposed to outdoor elements or hazards.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

Jobicy job ID: 118779

Job Tags

Remote job, Full time, Outdoor,

Similar Jobs

UnitedHealth Group

Associate Billing Representative - National Remote Job at UnitedHealth Group

 ...Optum Tri-State NY) is seeking a Associate Billing Representative to join our team anywhere...  ...payment and resolve outstanding medical bill accounts and balances+ Obtain agreement...  ...internet service*All employees working remotely will be required to adhere to UnitedHealth... 

Forefront Healthcare & Culinary Services

Registered Dietitian, Nutritionist Job at Forefront Healthcare & Culinary Services

 ...with our company that has won the#1 "Best places to work by Modern Healthcare!" Forefront Healthcare is looking for a Registered Dietitian in Danville, PA to work onsite in one of our senior living accounts. Your passion for people and the way they are cared for... 

HICC Pet®

Senior Go-To-Market (GTM) Lead (Pet Industry) Job at HICC Pet®

 ...and promo activation timelines. Work closely with sales operation teams to support launch readiness across channels like Chewy, Petco, Amazon, Walmart, and regional distributors. Align with Trade Marketing and Sales to support flawless execution on the shelf and... 

The Hunter Group Associates

Executive Chef Job at The Hunter Group Associates

 ...EXECUTIVE CHEF ON FIRE! FINE DINING, LIVE FIRE- NATIONAL SEARCH The ideal CHEF candidate will have experience cooking over live fire in a fine dining environment. E xperience working in a MICHELIN STAR environment OR being/working with a James Beard restaurant... 

Sodexo

Executive Chef 2 Job at Sodexo

 ...ability to coach and develop diverse teams. At least 35 years of high-volume culinary management experience (campus, corporate, or hospitality preferred). Solid understanding of HACCP, food safety, and sanitation practices. Experience with menu development,...