Registered Discount Broker
This position works directly with customers, sales staff and retail banking to efficiently take and process securities orders and respond to customer inquiries.
Processes securities orders accurately and efficiently for a wide range of customers.
Validates transactions by confirming trade details and processing trades electronically.
Applies specialized knowledge and skills to provide outstanding customer service to internal and external customers.
Identifies customer needs and provides feedback to management.
May participate in department project work.
College degree or equivalent work experience required.
1-3 years relevant experience.
Series 6 required; Series 7 license required within 120 days of employment.
Ability to use knowledge and resources to resolve customer problems and inquiries.
Strong customer service focus and communication skills to effectively correspond with a broad range of internal and external customers.
Strong PC skills, including word processing, spreadsheet, internet and internal bank software.
Strong ability to meet deadlines while maintaining a high degree of accuracy.
People's United Bank - 23 months ago
People's United Financial is the holding company for People's United Bank (formerly People's Bank), which was founded in...