great company to work for
Financial Associate (Current Employee) – Covington, KY – July 29, 2018
• Provided outstanding and knowledgeable service to inbound customer calls regarding their 401k plans as well as informed and educated customers of their ability to maximize their retirements.
• Mitigated risk and adhered to quality procedures to ensure compliance, such as to process withdraws and loans from a 401k account.
• Provided outstanding interpersonal communication, time management, problem-solving and critical thinking skills to customers.
• Focused on continuous improvement on satisfying customer needs.