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Temporary Client Service Representative (Tax)

Company: Empower Federal Credit Union
Location: Syracuse
Posted on: January 7, 2021

Job Description:

Temporary Client Service Representative (Tax)
523 Erie Blvd E, Syracuse, NY 13202, USA Req #913
Tuesday, October 13, 2020
Empower Federal Credit Union offers excellent benefits including:

Medical and Dental Insurance, 401K with Employer Match, Holiday Pay, Paid Time Off and more!

Please note: All candidates will be subject to a credit check to determine employment eligibility.

Role: To provide administrative and support services to EAS Tax Services.


Please note: evening and weekend hours are required.

Essential Functions & Responsibilities:

25% Answer phones and make and confirm tax, investment and insurance appointments.
25% To greet members/clients and announce their arrival to the appropriate employee.

25% Input data to the tax spreadsheets, process tax payments, process delay pays and track tax referrals.

25% Filing and scanning of tax documents. Collecting and delivering mail in a timely manner.


Knowledge and Skills:

Experience: One year to three years of similar or related experience. Must be willing to work a flexible schedule.
Education: A high school education or GED.


Interpersonal Skills: Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (clients/members or vendors) requiring ordinary courtesy in providing assistance and information.


Other Skills: Must have intermediate level computer skills with Word and Excel. Experience with data input.


Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit and stand for long periods at a time, use hand to finger, handle, or feel, and to talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move boxes or files up to 35 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Empower Federal Credit Union (EFCU) and its affiliated companies know employees are our greatest asset. We take pride in our commitment to member service, teamwork, and excellence. We offer employees a work environment designed to encourage personal and professional development.


Empower Federal Credit Union is an equal opportunity employer and does not discriminate on the basis of any legally protected status or characteristic. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran. Our equal employment opportunity policy statement, the EEO is the Law Poster and Supplement, and Pay Transparency Nondiscrimination Provision reaffirm our commitment.


Empower Federal Credit Union is committed to equal opportunity for all, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Empower Federal Credit Union will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and feel you need a reasonable accommodation pursuant to the ADA, please contact us through one of the methods listed below:


a) Fax: 315-455-5423

b) US Mail: 1 Member Way Syracuse, NY 13212

c) Phone: 800-462-5000
Other details

  • Pay Type Hourly

Keywords: Empower Federal Credit Union, Syracuse , Temporary Client Service Representative (Tax), Sales , Syracuse, New York

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