401k Support Associate

Job Summary

Responsible for assimilating and recording participant requests and answering questions. Performs back up support for NestEggU Recordkeeping. Provides this support in a prompt, courteous, accurate and timely manner to ensure participant satisfaction and manage risk. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships.

Essential Functions

• Respond to all telephone and electronic participant inquiries and execute accurately in a fast-paced environment.
• Required to make independent decisions in resolving participant issues; may occasionally escalate problems and complaints and execute appropriate follow-up.
• Provide clear and concise documentation of inquiries and subsequent resolutions.
• Afford support to the Plan Administration Group of INTRUST Retirement.

Education and Experience

• Associates Degree or equivalent vocational training, retirement plan administration, or 1-3 years banking and/or customer service experience.
• Call center experience is preferred.

Required Skills and Knowledge

• Must be proficient in the use of Microsoft applications, i.e., Word, Excel, Outlook, etc.
• Must have excellent oral and written communication skills in addition to organizational and analytical skills.
• Must be detail oriented and have strong problem-solving skills.

Required Licenses and/or Certifications

• None.

Physical Demands

• Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking.
• Occasional lifting up to 25 lbs.

Working Conditions

• Normal office conditions.