Specialist, Banking Operations Jobs

Your Opportunity

What you are good at

• Working collaboratively and efficiently with others in a fast-paced environment.
• Communicating effectively and delivering work that is detailed and clear.
• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment.
• Problem solving and conducting research/special requests through the use of email, telephone, and our internal inquiry system.
• Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
• Effectively handling and evaluating risk when reviewing client account money movement requests including but not limited to check requests, check deposits, and domestic and international currency wires.
• Identifying situations where escalation is warranted and taking the vital action quickly in a high-risk environment.
• Demonstrating leadership and the ability to be a role model and mentor your peers.
• Proactively educating clients and internal partners on our products and services.
• Responding to questions on a wide array of technical and operational subjects.
• Supporting business initiatives by developing strong partnerships.

What you have

• Shown ability to be self-directed, and quickly develop a full understanding of our business.
• Strong interpersonal, verbal, and written communication skills.
• 2+ years’ experience in client service or operations with brokerage/financial industry preferred.
• Excellent operational and follow-up skills with the ability to handle complex work.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
• Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
• Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a high-risk environment. Demonstrating leadership and the ability to be a role model and mentor to your peers.
• Supporting business initiatives by developing strong partnerships.
• Proactively educating clients and internal partners on our products and services.
• Bachelor’s degree or equivalent work experience preferred.