| Detailed Description: Open new bank and brokerage accounts. Identify, document, and resolve application exceptions and communicate with internal departments such as Customer Service, Fraud, Operations, and Compliance. Essential Responsibilities: - Review paper and electronic applications to determine good order - Manually enter applications as needed with speed and accuracy - Quickly respond to related Operations and Customer Service inquiries - Work with various lines of business to identify fraudulent or high risk new accounts - Process all work on a daily basis to maintain excellent service levels |
- Strong prioritization skills and ability to adapt to change.
- Strong organizational skills and prioritization techniques to adapt to changing priorities
- Strong analytical and problem solving skills (2-3 years of analytical work) are required
- Minimum of 2 years of financial Operations experience or equivalent
- Excellent verbal and written communication skills
