TCA Customer Service Representative

Requirements Description and Requirements The Opportunity In this role the candidate will initiate a callout to new Total Control Account (TCA) accountholders. TCA’s are financial accounts, which are like checking/saving accounts, and are interest-bearing. Those that are eligible to receive a TCA are a recipient of a lump sum payout, which could be from Life Insurance Policy or Retirement account. A TCA accountholder most likely has recently lost someone close to them; a level of empathy is needed while maintaining an upbeat delivery and focus on education of account features and services. Associates must rely on instructions and pre-established guidelines to perform the functions of the job. Key Responsibilities - Clearly educate the caller on the benefits of a Total Control Account and answer any questions or address any concerns the accountholder may have; Explain options available to access their funds, - Offer to order a Visa Debit Card for the account. - Attempt to educate and retain accountholders who may be unsure about keeping their TCA account by reviewing the interest rate and other account benefits. Required Qualifications - Requires a high school diploma or equivalent is required. - Live within 50 miles of our Warwick, RI office or Oriskany, NY office - Ability to work from home, which includes high-speed internet (500-650 kbps) and a quiet place to work that is secure. (Hotspots and use of Wifi are not allowed – high internet speed is required) or go into the Warwick, RI or Oriskany, NY office to work if there are problems with high-speed internet. - Able to use video during interviews, coaching, and virtual training. - An ability to work during the hours of operation of Monday-Friday 8:30am – 5:00pm EST. These are both the training and work hours. - No time off planned during training. - Comfortable working in a team environment, must be able to work with teammates Preferred Qualifications - 1-3 years of experience in the field or in a