Operations Support

Job Description:

• The National New Accounts Service Professional serves as a subject matter expert and point of contact via inbound calls for *** branch personnel in regards to client onboarding and account maintenance.
• The New Account Service Professional will field questions related to, but not limited to document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification.
• Additionally, New Account Service Professional will be versed in procedures and policies to ensure that accounts are compliant to the USA Patriot Act.

Responsibilities:

• Engage internal clients via both inbound and outbound phone calls
• Act as initial and ongoing support during account opening and life cycle of account
• Providing world-class service to internal clients
• Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
• Address issues promptly and effectively
• Ability to maintain success in an evolving environment

Skills Required:

• Must be willing to work in an environment that requires 100% phone-based internal client interaction
• Strong phone-based and written communication skills with individuals at all levels, internally and externally.
• Exude confidence with internal clients when providing solutions Exceptional critical thinking skills
• Problem solving, personal accountability, ownership, and professionalism
• Ability to learn quickly and apply knowledge
• Apply concepts to real life situations Teamwork as well as ability to work well individually
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
• College degree preferred

Skills Desired:

• College degree preferred
• Possess general knowledge of financial markets
• Customer Service experience preferred.