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.
Differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints; 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.
Day to day processing. Risk management and compliance.
Maintenance and Set up.
Differentiating, processing, and reconciling transactions.
Researching inquires.
Reviewing time sensitive and/or less to moderately complex documents.
Working collaboratively with other departments.