GTC Investor Call Center Specialist

Home BancShares
United States
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)0Education: high_schoolSkills: ["Organizational skills","Interpersonal communication","Customer relations","Critical thinking","Multitasking"]

Answer a high volume of incoming client calls and respond to client email requests for a self-directed IRA custodian. Research client inquiries, provide timely solutions, and troubleshoot basic technical issues during each customer interaction. Support operational readiness, process fee and transaction payments by credit card, and complete required BSA/AML and other compliance training while maintaining constant alertness in a safe work environment.

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Home BancShares
Home BancShares
6 days ago

GTC Investor Call Center Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Answer a high volume of incoming client calls and respond to client email requests for a self-directed IRA custodian. Research client inquiries, provide timely solutions, and troubleshoot basic technical issues during each customer interaction. Support operational readiness, process fee and transaction payments by credit card, and complete required BSA/AML and other compliance training while maintaining constant alertness in a safe work environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Answer a large volume of incoming calls and handle client queue call backs daily.
  • •Reply to client email requests daily and provide timely responses to inquiries.
  • •Research client inquiries, provide solutions, and troubleshoot and resolve basic technical problems in a single interaction.
  • •Process fee payments and transaction fees by credit card and maintain awareness of operational functions for proper support.
  • •Complete required BSA/AML training and other compliance training as assigned, and perform related duties as required.

Key Requirements

  • •High school or GED plus specialized schooling and/or on-the-job education in a specific skill area, with 7 to 11 months related experience and/or training (or equivalent).
  • •Ability to read and understand simple instructions, short correspondence, notes, letters, memos, and policy/procedure manuals.
  • •Ability to communicate information clearly and respond to questions in customer/client situations.
  • •Basic mathematical skills including adding, subtracting, multiplying, dividing, and working with rates, ratios, percentages, and bar graphs.
  • •Must be proficient in Microsoft Office applications, word processing, spreadsheets, internet, email, and database software.
Education:High School
Skills:Organizational skillsInterpersonal communicationCustomer relationsCritical thinkingMultitasking
Tech Stack:Microsoft OfficeWord processingSpreadsheetsInternetEmailDatabase software10-KeyAccountingAlphanumeric Data EntryProgramming Languages

Company Brief

Home BancShares
Bank holding company that operates Centennial Bank and provides commercial and consumer banking services, including lending, deposits, treasury management, and online banking. Serves individuals, businesses, and public entities across the southern United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Conway, United States
Founded: 1998
WebsiteLinkedIn