Job Description
OLB Senior Operations Representative
Requisition ID: 251427
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose**
The Senior Operations Representative will maintain current knowledge in one or more functional areas including: Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits. They will focus on day-to-day processing of a variety of high-volume requests with particular focus on the more complex and higher risk requests.
**Accountabilities:**
**Accurate handling of client requests:**
• Maintain current knowledge of policies and procedures pertaining to one or more functional areas including Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits.
• Display critical thinking when reviewing and processing requests in accordance with business policy and SLA.
• Perform corrections or adjustments to client account...
Requisition ID: 251427
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose**
The Senior Operations Representative will maintain current knowledge in one or more functional areas including: Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits. They will focus on day-to-day processing of a variety of high-volume requests with particular focus on the more complex and higher risk requests.
**Accountabilities:**
**Accurate handling of client requests:**
• Maintain current knowledge of policies and procedures pertaining to one or more functional areas including Client Onboarding, Brokerage Transfers, Cash Management or Physical Deposits.
• Display critical thinking when reviewing and processing requests in accordance with business policy and SLA.
• Perform corrections or adjustments to client account...
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