Performs a variety of operational tasks for moderately complex securities or cash related transactions or processes that require general knowledge of unit functions and systems.
reviewing time sensitive and / or less complex to moderately complex documents; revising departmental procedures. Coordinates situations that involve other departments.
Has moderate customer contact; works under moderate to minimal supervision.
Note : This role will support Account Opening and Maintenance for Wealth and Investment products; processing is through voice support with internal customers.
Market Skills and Certifications
g. loans processing, fraud services, risk services, wealth and investment services, etc.)