What are the responsibilities and job description for the Franklin Street Partners Operations Specialist position at Fifth Third Bank?
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GENERAL FUNCTION: The FS Operations Specialist performs tasks for Franklin Street as identified below. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues ,and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Supports the client experience through accurate transactions.
- Process wires, check requests, EFT’s as requested on a daily basis.
- Enter all the details for client deposits via check or wire.
- Scan all paperwork related to each transaction and save it in the electronic document storage system.
- Prepare stock gift transactions and letters to clients to provide the details of the transactions
- Post income into our systems for held away assets.
- Maintain and file bond trade tickets.
- Special reporting for clients on an as needed basis.
- Manage the process for quarterly mailing of client statements.
- Support Front Desk coverage, as needed.
- Special projects, as needed.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- 3 year's relevant experience
- High school diploma or equivalent. College degree preferred.
- Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook.
- Strong attention to detail
- Acquired understanding of company policies, procedures, and operations.
- Knowledge of the firms businesses and the related industry economics
- Ability to multi-task and work well under pressure
- Excellent customer service and problem resolution skills.
- Ability to work efficiently with a low margin of error
- Excellent verbal and written communication skills
- Effective customer relations both internal and external
WORKING CONDITIONS:
- Normal office environment with little exposure to dust, noise, temperature and the like.
- Extended viewing of CRT screen.
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Franklin Street Partners Operations Specialist LOCATION - Chapel Hill, North Carolina 27517Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.