College Savings Representative

5 days ago


Lincoln, Nebraska, United States Union Bank & Trust Full time
Job Summary

We are seeking a highly skilled and customer-focused College Savings Representative to join our team at Union Bank & Trust. As a key member of our College Savings Group, you will play a vital role in providing exceptional service to our investors and financial advisors.

Key Responsibilities
  • Assist investors with phone inquiries and educate them on investment options, market performance, and 529 tax and estate planning rules and regulations.
  • Process transactions accurately and efficiently, including contributions, withdrawals, and investment changes, while adhering to Federal and State laws.
  • Provide expert guidance on 529 College Savings account information, verification, tax coding, and account processes.
  • Navigate callers through online access and troubleshoot website difficulties.
  • Communicate complex tax laws and regulations regarding 529 Plans, including tax deductions and credits, tax penalties, and rollovers.
  • Stay up-to-date on product knowledge and customer service training to enhance skills and provide exceptional service.
  • Identify and mitigate potential risks to client accounts and ensure account protection against fraud, theft, and security breaches.
  • Prioritize and manage daily tasks, workflows, and projects to ensure regular progress and timely completion.
Requirements
  • High School Diploma or GED required; Bachelor's degree in a related field or equivalent experience preferred.
  • Minimum of 2 years of Customer Service or Call Center experience preferred.
  • Working knowledge of investments and/or 529 Plan rules and regulations, or prior banking experience preferred.
  • Proficient in Microsoft Word, Excel, Outlook, and financial software.
Preferred Qualities
  • Accurate and detailed
  • Effective communicator
  • Positive and people-focused
  • Organized and time-efficient
  • Self-directed and takes initiative
  • Deadline-driven
  • Critical thinking
Working Environment

This role involves sedentary work with occasional lifting and/or carrying up to 20 pounds. The indoor work environment is not exposed to outdoor elements or hazards. This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.



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