Account Transfer Specialist

Job Responsibilities

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems. Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or obtain information on behalf of a senior colleague. Respond accurately and promptly to a broad range of questions and issues raised. Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems. Provide efficient service by carrying out standard branch operations tasks and informing customers about simple products. Create a local document management system for an office or department. Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary. Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.