Associate Personal Banker assisting customers with banking needs at Wells Fargo. Building relationships through exceptional customer service and proactive outreach in Sparks and Reno, NV.
About the role
- Account Resolution Representative investigating not-in-good-order transaction requests for mutual funds. Validate documentation using proprietary software and liaise with Advisors for resolution.
Responsibilities
- Pull up, review and validate not-in-good-order (NIGO) trade and account update requests using the Automatic Work Distributor system within a proprietary software interface
- Contact Advisors, Dealers and MGAs by phone, email or fax to obtain amended requests, using Sales Force contact information and customized contact sheets
- Log all comments and interaction notes in the proprietary software interface and Sales Force, and continue to monitor work packages until resolution
- Respond to follow up inquiries from Advisors by phone and email
- Participate in account cleanups and ad hoc initiatives
- Build cross-functional relationships with other teams within the department to facilitate quick NIGO resolution
- Actively own their learning journey, complete all training and assigned modules and adopt a continuous learning attitude
- Weekly chair duties which include being the huddle master and email inbox monitor
- Escalate exception cases to Team Lead
- Contribute to continuous improvement by recommending well-thought out changes
- Develop into a SME on a specific topic and participate in projects as required
- Demonstrate active team engagement in events and knowledge transfers
Requirements
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada
- Excellent communication skills by phone and email, ability to communicate complex steps succinctly
- Ease working concurrently with multiple software interfaces and tech applications
- Well organized with the ability to multitask and forge positive relationships while maintaining excellent KPIs, service quality and SLAs
- Demonstrated problem solving capabilities; ability to analyze data and make recommendations
- Results-oriented and takes personal accountability
- Experience within a high-volume Investment Operations setting
- Knowledge of Mutual Fund and Segregated Fund products is an asset
- Ability and willingness to work a fixed shift between 10:00 am and 6:00 pm Monday to Friday
Benefits
- 15 days' vacation per year
- Personal days
- Unique Sabbatical Program giving you the opportunity to take up to 6 weeks off, every five years.
- Pension Plan
- Stock Ownership Program
- Flexible Benefits from the day you join to meet the needs of you and your family.
- Lumino Health Virtual Care giving you quick access to doctors.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Business Banking Associate supporting clients in financial growth opportunities. Joining Business Client Advice Centre and leveraging financial knowledge to assist clients effectively.
Learning Specialist focused on empowering effective training across various formats and audiences. Join TELUS in providing impactful learning experiences to enhance professional growth.
Educational advisor supporting public education in Brazil by implementing pedagogical training. Collaborating with municipal secretaries and public schools to enhance teaching practices.
Will Call Clerk at 4over providing customer service and completing print orders. Responsible for organization and maintenance of the Will Call area as well as assisting Customer Experience team when necessary.
Administrative Analyst providing bilingual (Japanese/Portuguese) support in the chocolate industry. Responsibilities include translation, administrative tasks, and expatriate assistance.
Mortgage Specialist guiding clients through their mortgage changes at Manulife Bank. Responsible for accurate documentation, client communication, and collaboration with internal partners.
Substance Abuse Counselor providing drug and alcohol counseling to adult clients in a nonprofit organization. Engaging in individual and group counseling, documentation, and rehabilitation activities.
Bilingual Nanny providing dedicated care for a newborn in a private household. Responsible for creating stability and routines within an international and flexible environment.
Évaluateur de biens maîtrisant les évaluations des dommages aux bâtiments. Mise en œuvre de rapports techniques et collaboration avec des équipes variées chez Aviva Canada.