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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing operational support and compliance assistance for financial institutions, with a strong focus on handling confidential data and customer service. Proficient in utilizing Microsoft Office tools and knowledgeable about IRS regulations and Ascensus processes.
Highest-signal resume keywords
Bachelor’s Degree in Business or FinanceCall Center ExperienceCustomer Service SkillsKnowledge of IRS Rules and RegulationsProficient in Microsoft Word, Excel, and Outlook
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operational Process SupportCompliance AssistanceData HandlingCross-Selling ProductsProcessing Death Claims
Soft Skills
Strong Written CommunicationStrong Oral CommunicationEffective ListeningProblem Solving Skills
Industry Keywords
Financial ServicesCredit UnionsBanksIRAHSAESA
About the role
Key responsibilities & impact- Provide front-line call center and operational process support to financial institutions, including credit unions, banks, and Ascensus staff
- Provide compliance and operational assistance related to IRA, HSA, ESA, and other account types
- Answer inbound client phone calls
- Process death claims and miscellaneous forms for deceased IRA, HSA, or ESA account owners
- Identify and cross-sell other Ascensus products when appropriate
- Maintain basic knowledge of Ascensus products and services and new market products that benefit clients
- Protect, secure, and properly handle confidential Ascensus data
- Support Ascensus organizational culture and core values through day-to-day actions
Requirements
What you’ll need- Bachelor’s Degree in Business, Finance or a trade-off in related work experience
- Previous experience in a call center environment preferred
- Proficient use of Microsoft Word, Excel and Outlook
- Previous knowledge of financial services industry, specifically related to Credit Unions and Banks
- Strong written and oral communication skills
- Demonstrated customer service skills
- Proven ability to use effective listening and problem solving skills
- Ability to protect, secure, and properly handle confidential data
- In-depth knowledge of IRS rules and regulations and Ascensus operational processes required for the role
Benefits
Comp & perks- Extensive training provided up front
- Equal Opportunity Employer
- No payment or equipment purchase required during hiring