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This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.
Line of Business Description:
Incoming mail is prepared and roughly sorted as follows:
• Receive First Class Mail, express and walk-in packages
• Process and sort all incoming mail types
• Custody transfer process with Operations
• Maintain mailroom security
• Handle refused packages and misdirected mail
Outgoing Mail:
• Utilize Outbound Mail system (OBM) to process and label packages for shipping.
: 3rd Shift Thursday - Monday 10:00pm - 6:30am
Responsibilities:
Addresses issues in production proactively and handles complex client escalations
Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
Monitors and reviews documentation requirements
Resolves peer or customer escalations and inquiries
Executes on policies and procedures in connection with firm policies and guidelines regarding document management
Required Skills:
1+ years relatable experience
Ability to process transactions based on documented procedures
Basic Banking Operations experience
Team player with ability to multitask
Attention to detail
Adapts to change and a quick learner
Receptive to coaching
Proficient in MS Office
Heavy lifting up to 25 lbs
Standing for long periods of time
Routine equipment maintenance
PC knowledge
Desired Skills:
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
Commitment to challenging the status quo and promoting positive change.
Skills:
Adaptability
Attention to Detail
Business Operations Management
Customer and Client Focus
Policies, Procedures, and Guidelines Management
Collaboration
Issue Management
Organizational Effectiveness
Prioritization
Problem Solving
Confronting Bias
High School Diploma / GED / Secondary School or equivalent
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