Position Details: 

Industry: Banking Industry 

Job title: Securities Operations Representative 2 

Location: St. Louis, MO 63103 

Duration: 3 Months + Possible Extension 

Pay Range: $15/hr - $17/hr

MISSION: 

• Team’s responsibility is running field transitions, which means meeting with external firm Financial Advisors in search of new firm.
• This team will meet the FA in-person and help with transferring asset/brokerage book of business accounts over to bank internal systems.
• Some transitions can be smaller (200 customer accounts) or larger (10k+ customer accounts).

LOOK FOR: 

• Accounting finance background or Math degree (Problem Solver!) 

• Customer service background  

• Team player, Assertiveness – Must make GOOD first impression 

• Analytical skills 

• Could be fresh out of college looking for a job – Excited to travel across USA 

• Willing to work some holidays/weekends (Not major holidays) 
• MUST have own charge card for expenses on road.

MUST HAVES: 

• Attention To Detail 

• Accounting/Finance/Economics 

• Customer service skills 

• Personable/assertive 

• Excel 

• DocuSign (Any ESignature) 

NICE: 

• Banking/Financial Firm 
• Assertiveness/Personable

DAY TO DAY: 

• 2-3 weeks onsite in STL for training before being sent on transitions 

• 50% Travel 

• Meet face to face with external firm Financial Advisors, and partners to transfer customer accounts to bank internal programs 

• Will work through different business channels (brokerage/assets/mortgage) 

• Beta: New Accounts opening program