Branch Operations Spec I - Part-Time - Baton Rouge, LA - 1201849
Description : Job Summary: Under limited supervision, uses general knowledge and skills obtained through training and experience to professionally represent the firm when greeting clients and visitors for the branch. May also provide clerical support and perform mail duties for the branch. Resolves general questions and problems, and refers new or unusual issues to a higher level. Essential Duties and Responsibilities:
Answers incoming calls, and assists callers with a professional Service 1st greeting and tone of voice.
Determines callers' needs, connects calls and takes messages.
Receives, accommodates, announces and directs clients and visitors.
Opens, sorts, and distributes incoming mail.
Assists with mass mailings.
Performs data entry.
May sets up and confirm appointments.
May provide clerical support for other branch associates as needed.
May receive cross-training and assists with other operational functions as required, including cashiering functions.
Performs other duties and responsibilities as assigned.
Qualifications : Knowledge, Skills, and Abilities: Knowledge of:
Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods. Skill in:
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Ability to:
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Educational/Previous Experience Requirements: High School Diploma or equivalent and a minimum of one (1) year experience in industry or related field. ~or~ An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications: None required.
Raymond James Financial, Inc. - 2 years ago
You can call it Ray. You can call it Ray Jay. But Raymond James Financial will do just fine. The company offers investment and financial...