New

Call Center Representative

Union Bank & Trust Company
retirement plan, remote work
United States, Nebraska, Lincoln
Jan 29, 2025
Description Position Summary: The Retirement Plan Services Call Center Representative is responsible for incoming participant calls, processing of enrollment forms, preparation of distribution paperwork, and assisting all areas of the department with research and communication. This role is eligible for hybrid work from home opportunity under the work from home guidelines up to one day per week upon completion of onboarding. Essential Functions: Provide professional, customer service to phone inquiries from RPS participants, plan sponsors and brokers. Calls include balance inquiries, website assistance and distribution requests. Assist walk in participants as well. Provide professional customer service to email inquiries. Prepare the distribution paperwork requested by the participants. Process small balance fee transaction/force-out transactions. Conduct research for the department (Director, storage). Provide back up to other administrative assistants. 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. Perform other job related duties or special projects as assigned. Regular and reliable attendance is an essential function of this position. Qualifications: Call Center or customer service experience required. Ability to understand and explain general retirement plan concepts. Knowledge of Microsoft Office Products, Maui, Relius and Director. Proven research and problem solving skills. Preferred Talents: Customer service oriented Organized Time efficient and deadline driven Independent Accurate and detailed Effective communicator Working Environment: Indoor work - not exposed to outdoor elements or hazards. Some sedentary work and occasional lifting and/or carrying up to 10 pounds. This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding. PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)