Banking Representative jobs in United States
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Russell Tobin · 3 weeks ago

Banking Representative

Russell Tobin is a leading investment banking firm, and they are seeking a Financial/Operations Analyst to join their team. This role is ideal for recent graduates looking to support financial and operational processes while providing excellent customer service in a fast-paced environment.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Mariana Palitó Melo
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Responsibilities

Support financial and operational processes
Handle incoming phone calls related to service inquiries on Brokerage accounts
Provide accurate and efficient responses while meeting key performance metrics
Support customers with:
Brokerage Cash Management products and services
Brokerage Online platform (client website)
Mobile app assistance
General account and financial-related questions
Deliver professional, high-quality, and world-class customer service
Work effectively in a fast-paced, team-oriented environment
Multi-task and adapt quickly in a busy financial service center

Qualification

FinanceAccountingEconomicsAnalytical skillsCommunication skillsOrganizational skills

Required

Recent grad with a Bachelor's in Business (Finance, Accounting, Economics, or related)
6 months to 2 years of experience (internships count!)
Strong analytical, communication, and organizational skills

Preferred

Experience or internship in banking or financial services is highly preferred

Company

Russell Tobin

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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Company data provided by crunchbase