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Senior College Savings Representative

Position Summary: The Senior College Saving Representative is an experienced CSR who assists investors who want to save for future college expenses. Works with various aspects of Union Bank’s 529 College Savings Programs including education in investments, taxes, and various college savings and investment vehicles and programs. This experienced professional assists in the training of new customer service representatives and serves as a resource for them and provides quality control measures for the college savings group.         

Essential Functions:

  • Answer toll free Customer Care lines for the UBT-managed 529 Programs and set example by providing exceptional service at all times while satisfying investor, advisor and prospect inquiries on the 529 programs the College Savings Group manages as well as existing accounts.
  • Review incoming enrollment and account maintenance paperwork for accuracy.
  • Follow up on incomplete account paperwork from investors and advisors establishing accounts.
  • Assist with initial training of customer service representatives.
  • Complete regular Quality Control reviews of employees’ pending folders to ensure all pending items are resolved in a timely manner and correct procedures are followed.
  • Complete daily Quality Control reviews of transaction requests (withdrawals, investment changes, contributions) to ensure accuracy and excellent service.
  • Assist with the daily imaging of new enrollment and change forms in order to make them available for review on the system.
  • Assist with various project-based work such as returned mail, account research/maintenance and supply inventory.
  • Maintain various databases.
  • Develop monthly and quarterly tracking reports for internal and external distribution.
  • Assist with periodic mailings to investors and advisors.
  • Research inquiries by using the Internet to gather data.
  • Provide department manager with regular updates on staff and call center activity in order to track progress of goals and plan for the future. 
  • 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.
  • Regular and reliable attendance is an essential function of this position.
  • Perform other job related duties or special projects as assigned. 

Preferred Talents:

  • Accurate and detailed
  • Effective communicator - verbal and written
  • Positive and people focused – promotes Union Bank’s customer service philosophy 
  • Organized and able to multi-task
  • Self-directed and takes initiative
  • Deadline driven


  • Bachelor’s degree in a related field or equivalent experience preferred.
  • Two years of customer service experience required.        
  • Fluent in Spanish strongly preferred. 
  • Strong working knowledge of investments and/or 529 Plan rules and regulations preferred. 
  • Proficient in Microsoft Word, Excel and in working with other financial software. 

Working Environment:

  • Sedentary work, occasional lifting and/or carrying up to 20 pounds. 
  • Indoor work not exposed to outdoor elements or hazards. 


Equal Opportunity Employer Minorities/Women/Veterans/Disabled


40 hrs/week (varied hours between 7:00am and 7:00pm)



 Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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