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Process Overview*
Aligned under Wealth Management Operations and reporting into Onboarding & Maintenance Support, Banking Onboarding & Maintenance provides opening and title maintenance changes to Merrill clients who open or own a Consumer bank deposit product such as a checking or savings account.
Job Description*
This individual should be comfortable in a fast-paced, detail-oriented environment and is dedicated to maintaining the highest standards of accuracy and Turnaround time.
The candidate is expected to resolve queries and provide support to the team in critical situations. Sense of urgency and attention to detail are pivotal competencies required to perform the functions.
Critical thinking skills are a must as documents discrepancy can occur for a variety of reasons due to the nature of procedural standard set by the Bank for accepting documents.
This is an extremely high-risk process with stringent accuracy & productivity target.
Responsibilities*
Requirements*
Minimum Commerce Graduate
Certifications If Any - Any certification in finance or banking
Experience Range*
0 months to 24 months
Foundational skills*
Desired skills:
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