Shareholder Services Representative
Company Background
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used as a generic term to reference the corporation as a whole and/or its various subsidiaries generally. Products and services may be provided under various brand names in various countries by duly authorized and regulated subsidiaries, affiliates, and joint ventures of The Bank of New York Mellon Corporation. Not all products and services are offered in all countries. As of 12/31/2018, 76% of Fortune 500 companies, 89% of the top 100 U.S. broker-dealers, 95% of the top 100 investment managers world-wide, 87% of the top 100 U.S. pension and employee benefit funds, 96% of the top 50 U.S. life/health insurance companies, and 94% of the top 100 banks world-wide.
Job Role
- Provide exceptional customer service to customers by answering questions, resolving issues and assisting with financial transactions.
- Process routine service requests for purchases, redemptions, transfers, new account set-ups and other maintenance items requested by the customer through our technical CRM system.
- Research complex issues for customers in order to support their requests, making outbound calls to provide customers with updates or to gain additional information.
- Perform special project assignments from time to time, such as research work, obtaining special authorizations, outbound calls and data entry.
- Cross train in different areas to expand knowledge base and develop new skills.
- Manage the workflow of our web system in order to resolve customer issues and improve the process of their experience online.
Description of Experience
I am enjoying the experience because I was able to incorporate the skills developed in my coursework from Temple University. I constantly use my ability to understand how CRM applications and web development in order to provide an excellent experience for customers. The culture of BNY Mellon is very comfortable and open for improving quality by utilizing the information of all employees. Every co-worker is very supportive and strongly believes in the values, beliefs, and attitudes that represent this company.