Branch Operations Specialist- Atlanta, GA Job at Raymond James in Atlanta

Branch Operations Specialist – Atlanta, GA

Job Summary: Performs a number of routine tasks following set procedures in the field of Branch Financial Services / Banking. Some problem-solving ability is required.

Responsibilities:

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Ensure a positive experience for clients by having courteous interactions with them.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Carry out standard customer service activities and handle simple customer inquiries.
• Organize own work schedule each day in line with changing priorities.
• Carry out simple sales support tasks and provide help to others.
• Help manage internal client relationships by carrying out simple procedural tasks.
• Support others by carrying out simple financial monitoring tasks.
• Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
• Create, organize, and maintain files containing the correspondence and records of a senior colleague.
• Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products.

Qualifications:

• Education: Bachelor’s in Accounting, Business Administration, or Finance.
• Work Experience: General Experience - 7 to 12 months.
• Certifications: Not specified beyond education.
• Travel: Less than 25%
• Workstyle: Resident

Skills and Competencies: Uses clear and effective verbal communications, supports business processes with guidance, and demonstrates service-oriented customer interactions. Ability to navigate customer conversations, plan and organize with guidance, and analyze data with supervision as applicable. Ability to recognize sales opportunities during service interactions to enhance customer service.

Company expectations:

• Grow professionally and inspire others.
• Work with and through others to achieve outcomes.
• Make prompt, pragmatic decisions with the client in mind.
• Take ownership and accountability for delivering results.
• Contribute to the continuous evolution of the firm.

We Expect Our Associates At All Levels To:

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

Additional Information: Raymond James is an equal opportunity employer. The company makes employment decisions on the basis of merit and business needs.