Field Support Representative Work from Home (Wealth Management) Apply Soon

• Effectively educate, promote and guide field partners through our online and mobile self-service capabilities at every opportunity.
• Manage risk by accurately authenticating internal callers, fully adhering to policy / procedures and proactively identifying and escalating potential risks

Required skills:

• Must demonstrate the ability to effectively promote and verbally navigate field partners through online and mobile self-service options
• Experience verbally delivering complex information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence
• Must possess the skills to navigate between multiple screens, keep the client fully engaged and manage call time, while quickly and accurately typing relevant notes and processing information in the system

Desired skills:

• Understanding of terminology for banking and brokerage accounts, cards, small business accounts, home loans and / or online banking
• Inbound call center experience
• Customer Service experience