Title: Operation support specialist

 Responsbilities:

• Review customer account inquiries and decision accounts adhering to published procedures
• Communicate with various departments and branch offices on various account related topics
• Manage incoming/outgoing physical mail and customer e-mails through multiple e-mail inboxes
• Complete requests for account fee removals and refunds
• Reviewing and processing accounts for special handling (i.e. Power of Attorney documentation, Cease and Desist requests, written third party authorizations, etc.)
• Completing Ad-Hoc reviews as assigned by management
• Ensuring assigned tasks are completed in a timely and accurate manner
• Ensuring compliance, operational risk controls in accordance with regulatory standards, and policies
• Record daily productivity
• Maintaining a positive workplace environment

 Skills: 

• Experience and proficiency with Outlook, Teams, and Excel products, strong attention to detail, and excellent verbal/written communication