* 3+ years of proficiency with Microsoft Office * 2+ years of Banking or Financial Services experience * 2+ years of customer focused experience * Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills * Passion for providing a world class customer service experience to clients Our top performers share the following traits: * Customer service champion; Willing to go the extra mile to meet our clients' needs * Flexible and adaptable to change * Courteous and empathetic to client concerns * Superior listening skills * Positive role model to colleagues * Highly responsive to coaching and training * Independent; Able to work and resolve complex issues with minimal guidance * Ability to learn quickly and multi-task effectively in a fast-paced environment * Team player attitude * Energetic and results-oriented