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RPS Call Center Representative

Remote / Online - Candidates ideally in
Lincoln, Lancaster County, Nebraska, 68511, USA
Listing for: Union Bank & Trust Company
Per diem, Remote/Work from Home position
Listed on 2026-01-19
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bilingual, Call Center / Support, HelpDesk/Support
Salary/Wage Range or Industry Benchmark: 10000 - 60000 USD Yearly USD 10000.00 60000.00 YEAR
Job Description & How to Apply Below

Position Summary

The Retirement Plan Services Call Center Representative is responsible for incoming participant calls, processing of enrollment forms, preparation of distribution paperwork, and assisting all areas of the department with research and communication.

Essential Functions
  • Provide professional, customer service to phone inquiries from RPS participants, plan sponsors and brokers. Calls include balance inquiries, website assistance and distribution requests. Assist walk in participants as well.
  • Provide professional customer service to email inquiries.
  • Prepare the distribution paperwork requested by the participants.
  • Conduct research for the department (Director, storage).
  • Provide back up to other administrative assistants.
  • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
  • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
  • Perform other job related duties or special projects as assigned.
  • Regular and reliable attendance is an essential function of this position.
  • Qualifications
  • Call Center or customer service experience required.
  • Ability to understand and explain general retirement plan concepts.
  • Knowledge of Microsoft Office Products.
  • Proven research and problem solving skills.
  • Preferred Talents
  • Customer service oriented
  • Organized
  • Time efficient and deadline driven
  • Independent
  • Accurate and detailed
  • Effective communicator
  • Working Environment

    Indoor work - not exposed to outdoor elements or hazards.

    Some sedentary work and occasional lifting and/or carrying up to 10 pounds.

    This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

    PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

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