Operations Specialist (Level III)

GWIM Operations Analyst

This role is a potential contract to hire and will require resources that do not require sponsorship now or in the future. This position is responsible for providing first contact resolution for account and client on-boarding & maintenance processes. We partner with the Bank Branch Office, predominately the Client Associate, the Retirement Benefits Contact Center and participants to assist them with establishing and maintaining brokerage accounts. This is accomplished through ensuring adherence to regulatory and compliance guidelines set forth by our governing bodies, including but not limited to the SEC, IRS, and Client. Our ideal candidate will display superior oral and written communication skills, previous experience in customer service and the ability to articulate client centric solutions. Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: opening new accounts, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas, internal business partners and/or external customers and clients. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred. Required Skills: Knowledge of bank policies, procedures, and Core Values. Proven decision-making skills, and the ability to effectively manage risk. Proven track record delivering for internal and/or external clients. Strong organizational and teamwork skills Results oriented; driven and ambitious. Must be flexible with schedule Quick learner and self sufficient Demonstrates initiative while working independently