Summary of Responsibilities:
Sorts and distributes incoming mail to Western & Southern Financial Group (W&SFG). Processes undeliverable mail and refers it to the appropriate department. Tracks all incoming express, registered, certified mail and delivery confirmation, keying information into a database. Provides backup to the route clerks and mail coordinator when necessary. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Sorts and distributes incoming mail to W&SFG.
Opens, reviews and distributes generically addressed mail to appropriate department or associate.
Keys incoming express mail into an automated database for tracking.
Processes undeliverable mail and distributes to field and Home Office associates.
Processes outgoing registered and certified mail, and certificates of mailing, ensuring proper forms are completed and correct fees are charged.
Collects, processes and mails annuity contracts and other correspondence to banks.
Completes W&SFG campus mail runs as scheduled.
Provides backup and assistance to the mail coordinator and route clerks.
Communicates effectively with customers to provide excellent customer service.
Assembles distributions for W&SFG.
Processes sensitive documents and correspondence confidentially.
Demonstrated strong attention to detail with effective organization skills.
Proven ability to effectively interact and communicate with others.
Demonstrated experience effectively handling customers and providing excellent customer service.
Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations associated with high volumes of work and multiple tasks. Cite examples of experiences demonstrating flexibility to meet demands.
Demonstrated experience working effectively within a team. Cite examples of going above and beyond the call of duty to assist team members.
Ability to stand continuously, walk, reach, bend, push, pull, climb, balance, stoop, kneel,crouch, crawl and lift a maximum of 50 lbs.
Ability to make substantial repetitive movements (motions) of the wrists, hands, fingers, arms, shoulders, hips and waist.
This position works in both indoor and outdoor environmental conditions.
Frequent exposure to noise, dirt, odors, temperature extremes and potentially hazardous tools and equipment.
Computer Skills and Knowledge of Hardware & Software Required:
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
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