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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in IRA account management and customer service, with a strong ability to resolve complex issues and enhance customer relationships. Proficient in managing workflows and adapting to fast-paced environments while maintaining high standards of service.
Highest-signal resume keywords
IRA Account ManagementCustomer Service ExcellenceProblem SolvingTime ManagementConsumer Banking Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
IRA Process KnowledgeWorkflow TrackingAccount OpeningOutbound CallingIssue Resolution
Soft Skills
Influencing SkillsNegotiation SkillsAnalytical SkillsSelf-StarterTeam Player
Tools & Technologies
Multiple Computer Systems
Industry Keywords
Consumer BankingFDIC ComplianceCustomer Relationship Management
About the role
Key responsibilities & impact- Offer IRA deposit accounts and provide high-level customer service for IRA products
- Serve as the single point of contact for IRA customers
- Guide customers through account opening and funding processes
- Perform outbound calls
- Resolve IRA account issues
- Answer inbound calls regarding IRA accounts and core and OTP processes
- Access multiple computer systems simultaneously while speaking with customers
- Follow up with customers regarding complex account issues
- Input and track workflows to ensure customer requests are properly resolved
- Enhance and strengthen relationships with Consumer Bank customers
- Perform other duties and special projects as assigned
Requirements
What you’ll need- Minimum 6 months of Consumer Bank experience
- Ability to work a set schedule per business needs; all shifts are Monday through Friday
- Focus on efficient customer service
- Excellent time management skills
- Strong influencing, negotiation, and analytical skills
- Ability to manage, handle, and resolve escalated customer issues
- Ability to solve problems with a high degree of difficulty
- Ability to take ownership and see an issue through to resolution
- Ability to learn the IRA process and adapt in a fast-paced environment
- Demonstrated self-starter and team player
- Must be 18 years or older
- Must have a high school diploma or equivalent
- Must be willing to take a drug test, submit to a background investigation, and submit fingerprints as part of onboarding
- Must satisfy the requirements of Section 19 of the Federal Deposit Insurance Act
- Legal authorization to work in the U.S. required
- Employer will not sponsor employment visas
Benefits
Comp & perks- Option to work from home near one of Synchrony’s Hubs or come into one of its offices
- In-person engagement activities such as business or team meetings, training and culture events
- Annual bonus based on individual and company performance
- Inclusive culture and Employee Resource Groups (ERGs)
- Reasonable accommodations for qualified individuals with disabilities
