Savannah Sumner Email & Phone Number

Memphis, Tn, Us

United States

•Answer and respond to phone and email inquiries regarding issues•Accurately diagnose issues and provide client driven solutions that also meet IRS regulatory requirements•Interpret rules and regulations by applying retirement plan knowledge•Process financial transactions accurately•Conduct audits of account activity to ensure transactions meet regulatory compliance•Review client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution•Maintain knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training•Communicate, research and resolve issues with other internal departments•Support a continuous improvement environment by providing regular feedback to the leadership team on processes and procedures•Provide support as well as assists in on-the-job training of new associates•Review daily reports of individual productivity to evaluate personal performance•Handle escalations

United States

•Assist residential customers with setting up new devices and applications during the home visit•Achieve sales and service objectives•Work assigned daily appointments within a specific area•Track and report activities through established processes and procedures•Build integrated solutions for customers coordinated with their home entertainment

•Deliver an extraordinary customer experience•Meet monthly quotas•Assist customers with bill and/or technological issues•Responsible for daily deposits, drawers, and kiosks•Succeed in building integrated solutions for customers•Maintain knowledge of new promotions or changes within the company