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Investments new account support specialist

Lincoln
Bank Of America
Posted: 29 August
Offer description

Description

:
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.

Responsibilities:

1. Processes transactions according to established procedures and prescribed processes required
2. Demonstrates operational discipline while handling complex and diverse operational functions
3. Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
4. Assists with phone calls, email boxes, and processing queues

Additional Skills Used:

5. Account Management
6. Adaptability
7. Customer and Client Focus
8. Data Collection and Entry
9. Process Effectiveness
10. Active Listening
11. Continuous Improvement
12. Customer Service Management
13. Data Quality Management
14. Result Orientation
15. Attention to Detail
16. Business Operations Management
17. Business Process Analysis
18. Critical Thinking
19. Process Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

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