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Company Contact Info

  • 850 Main Street
    Bridgeport, CT 06604

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Brokerage Operations Rep.

People's United Bank • Bridgeport, CT

Posted 8 days ago

Job Snapshot

Full-Time
Degree - High School
Banking - Financial Services
Banking

Job Description



Overview

People’s United Bank is a subsidiary of People’s United Financial, Inc., a diversified financial services company with over $40+ billion in assets. Founded in 1842, we are a premier, community-based, regional bank in the Northeast offering commercial and retail banking, as well as wealth management services through a network of over 400 retail locations in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine.

This position provides administrative support to the new customer account process and to various operations areas.

Principal Responsibilities (identify 4-7 major categories of work):
Processes and records locked bags from branches on a daily basis, track returned mail and research address changes.

Sorts and distributes all incoming mail on a daily basis.

Processes applications using computerized system, and review new accounts opened on a daily basis for accuracy.

Completes litigation mailings, customer fulfillment, and data entry.

Distributes all brokerage operations reports to appropriate departments on a scheduled basis.

Performs back up responsibilities as needed.

Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.

Benefits

In today’s highly competitive job market, People’s United Bank recognizes the need to attract, reward, and retain talented employees. That’s why we provide a comprehensive, competitive and innovative benefits program.

Job Requirements

High school diploma or equivalency.

0-2 years relevant experience.

Additional Job Requirements:
Certification/License: FINRA Series 99 required or must be obtained within 120 days of employment.
Proficiency in basic computer skills required; ability to learn to use specific programs as needed.

Ability to communicate in a courteous and professional manner.

Organizational skills and attention to detail are required to perform office procedures in an efficient manner.

Ability to work with a team.

Ability to continually develop understanding of department policies and procedures.

Ability to meet deadlines while maintaining a high level of accuracy.

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