Move Money Solutions Hotline Specialist

About the role

As a Bank Operations Move Money Solutions Hotline Specialist, you will promote client loyalty by providing the highest-quality support to our internal and external customers via inbound and outbound phone calls related to the movement of funds. You will be a primary contact for our branch partners, internal partners, and external clients, delivering “best-in-class” service by effectively managing and evaluating risk when reviewing client account money movement requests, including but not limited to check requests, check deposits, and domestic and international currency wires.

Responsibilities

• Respond to questions on a wide array of technical and operational subjects.
• Actively listen, assess client needs, research information, and provide clients with innovative solutions.
• Solve problems and conduct research and special requests through the use of email, telephone, and our internal inquiry system.
• Identify situations where escalation is warranted and take necessary action quickly in a high-risk environment.
• Communicate effectively and deliver work that is detailed and clear.
• Work collaboratively and efficiently with others in a fast-paced environment.
• Proactively educate clients and internal partners on our products and services.
• Support business initiatives by developing strong partnerships.
• Handle escalated calls when warranted and resolve client issues by taking appropriate action quickly in a high-risk environment.
• Demonstrate leadership and the ability to be a role model and mentor your peers.

Requirements

• 2+ years of experience in client service or operations within the brokerage or financial industry preferred.
• Bachelor’s degree or equivalent work experience preferred.
• Strong interpersonal, verbal, and written communication skills.
• Excellent operational and follow-up skills with the ability to manage complex work.
• Demonstrated ability to be self-directed and quickly develop a full understanding of our business.
• Intermediate to advanced knowledge of regulatory, audit, and compliance policies related to the securities industry.
• Positive attitude, team-oriented mindset, enthusiasm, professionalism, forward-thinking approach, and a strong work ethic.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan.
• Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Pay

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Schedule

This role follows a Hybrid Work and Flexibility approach, balancing workplace flexibility with in-person collaboration on a regular basis.