Consumer Investments Money Movement Service Representative - Fort Worth / Dallas

Responsibilities

• Processes transactions according to established procedures and prescribed processes
• Demonstrates operational discipline while handling routine and standard operational functions
• Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
• Affords assistance with phone calls, email boxes, and processing queues

Requirements

• Professional Demeanor: Demonstrating patience, composure, and client service attitude
• Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s request
• Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems
• Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others

Qualifications

• Customer Service and/or call center experience
• Experience with money movement transactions
• Ability to multi-task