Fidelity Bank · 1 day ago
Senior Representative, Brokerage Operations
Westlake, TX
Full-time
Hybrid
Senior LevelFidelity Bank is a financial services company seeking a Senior Representative for their Brokerage Operations. The role involves analyzing and processing asset transfer requests for various customer lines, ensuring quality and timely service while interacting with internal and external partners.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Meeting and maintaining minimum productivity level requirements
Performing analysis on transactions to ensure all business requirements have been met
Delivering quality work in every interaction through timely and accurate processing
Handling written and telephone inquiries from internal business partners, correspondent firms and other financial services companies
Prioritizing work effectively in a fast-paced environment to ensure multiple deadlines are met
Qualification
Required
Bachelor's Degree required
You have strong analysis skills and are detail oriented
You can manage your time effectively while meeting high performance standards
Your strong written and verbal communications skills allow to you clearly explain ideas, questions and resolutions to your team, as well other internal and external business partners
You have the ability to take initiative and can identify process improvement opportunities to create efficiencies within the department
You have the ability to contribute to and thrive in a fast paced, highly engaged team-oriented environment and have a positive attitude and be open minded
You have exceptional problem resolution skills while being able to assess risk and interpret business requirements to provide possible solutions
Preferred
Financial Services Operations or Phone Center experience preferred
Series 7 License preferred
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase