Banking Officer, Mutual Fund Service Desk (contract)

Bmwofsalem

Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Customer experience delivery
Knowledge of mutual funds
Transaction processing accuracy
Supports the delivery of an exceptional customer experience to private banking clients

Job Summary

  • Supports the delivery of an exceptional customer experience to private banking clients.
  • Identifies customer needs and matches with appropriate products or services using relationship selling techniques.
  • Participates in audits and compliance reviews as assigned.

Matching Summary

Supports the delivery of an exceptional customer experience to private banking clients.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • Customer experience delivery
  • Knowledge of mutual funds
  • Transaction processing accuracy

Nice-to-have

  • Collaboration with stakeholders
  • Analytical problem-solving skills
  • Effective communication skills

Key Requirements

  • 2-3 years of relevant experience
  • Registered Investment Sales Representative (RISR) certification
  • Extensive experience with Mutual Funds

Work Rights

Not specified

Tailored Resume

Cover Letter