Branch Operations Specialist- Atlanta, GA

Branch Financial Services / Banking

Performs a number of routine tasks following set procedures in the field of Branch Financial Services / Banking. Some problem-solving ability is required.

Responsibilities :

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Ensure a positive experience for clients by having courteous interactions with them.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Carry out standard customer service activities and handle simple customer inquiries.
• Organize own work schedule each day in line with changing priorities.
• Carry out simple sales support tasks and provide help to others.
• Help manage internal client relationships by carrying out simple procedural tasks.
• Support others by carrying out simple financial monitoring tasks.
• Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
• Create, organize, and maintain files containing the correspondence and records of a senior colleague.
• Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products.

Skills :

Education :

Work Experience :

Certifications : Travel :

Less than 25%

Workstyle : Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to :

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.