Banker
Russell Tobin, Milwaukee, WI, United States
About the Company
Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.
Top 3 MUST HAVE skills or experience required:
Excellent oral and written communication, mathematical, PC, and customer service skills Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals. Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.
About the Role
Education requirements: Two to four years post high school education or equivalent work experience. Possible chance for conversion. Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
Responsibilities
Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
Qualifications Education requirements: Two to four years post high school education or equivalent work experience.
Required Skills Excellent oral and written communication, mathematical, PC, and customer service skills. Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals. Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.
Preferred Skills Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices, and procedures gained through experience working within the industry or through post-secondary education. Excellent oral and written communication, mathematical, PC, and customer service skills. Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines. Strong reading comprehension skills to effectively interpret shareholder requests and legal documents. Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals. Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.
Applicant Privacy Disclosure We collect personal information from applicants during the recruiting, pre-offer, and offer process. During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information: Identifiers , such as name, address, and email address. Professional and Employment-Related Information , such as resume, work history, education, and qualifications. Information Voluntarily Provided by You
in connection with the recruiting and pre-offer process. Sensitive Personal Information , where legally permitted and necessary, such as Social Security number and date of birth. Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations. Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. xsgimln We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. For information about our privacy practices, please review our Privacy Policy at:
you do not consent to the collection of such personal information, please advise us immediately in writing at
Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.
Top 3 MUST HAVE skills or experience required:
Excellent oral and written communication, mathematical, PC, and customer service skills Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals. Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.
About the Role
Education requirements: Two to four years post high school education or equivalent work experience. Possible chance for conversion. Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
Responsibilities
Process a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures. Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
Qualifications Education requirements: Two to four years post high school education or equivalent work experience.
Required Skills Excellent oral and written communication, mathematical, PC, and customer service skills. Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals. Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.
Preferred Skills Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices, and procedures gained through experience working within the industry or through post-secondary education. Excellent oral and written communication, mathematical, PC, and customer service skills. Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines. Strong reading comprehension skills to effectively interpret shareholder requests and legal documents. Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals. Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.
Applicant Privacy Disclosure We collect personal information from applicants during the recruiting, pre-offer, and offer process. During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information: Identifiers , such as name, address, and email address. Professional and Employment-Related Information , such as resume, work history, education, and qualifications. Information Voluntarily Provided by You
in connection with the recruiting and pre-offer process. Sensitive Personal Information , where legally permitted and necessary, such as Social Security number and date of birth. Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations. Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. xsgimln We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. For information about our privacy practices, please review our Privacy Policy at:
you do not consent to the collection of such personal information, please advise us immediately in writing at