Team coordinator and intake specialist in Customer Asset Management at M&T Bank. Overseeing case distribution and resolving customer correspondence with a strong focus on service and accuracy.
Responsibilities
Overseeing the distribution of cases through the team on a rotating basis
Assisting with administrative functions for the team
Researching and resolving customer correspondence
Performing daily, weekly, monthly, and annual case reporting and audits
Evaluating systems and documenting functional processes
Investigating and resolving customer correspondences received directly or through a regulatory agency
Maintaining accurate documentation on departmental database and electronic files
Providing feedback to management regarding results
Requirements
A combined 4 years higher education and/or work experience
Minimum of 2 years’ customer service experience
Proficient with personal computers and pertinent software including word processing, spreadsheet and email software
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