Operations Specialist (Level III)

Summary:

• Duration: 6 months
• Work Mode: Hybrid schedule requirement of a minimum of 3 days per week

Responsibilities:

• Provide first contact resolution for account and client onboarding & maintenance processes.
• Partner with the Bank Branch Office, Retirement Benefits Contact Center, and participants to assist with establishing and maintaining brokerage accounts.
• Ensure adherence to regulatory and compliance guidelines set forth by governing bodies such as the SEC and IRS.
• Process routine/standard transactions according to established procedures in support of GWIM Operations.
• Provide quality service and effective operations support for assigned areas, internal business partners, and/or external customers and clients.
• Refer more complex problems to Operations Team Manager and/or Supervisor.

Requirements:

• 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.
• Generally, 1 year or more experience is preferred.