Executes varied transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas. May have responsibility for large, complex and sensitive assigned accounts or portfolio.
Processes and/or reconciles varied and moderately complex transactions in accordance with established policies and procedures. Partners with internal and/or external business partners to route communications, documents or other action items to complete transactions. Identifies and may resolve exceptions; escalates appropriately. May interact with customers and have assigned accounts or portfolio.
Ensures the appropriate materials and documentation are available to complete transactions.
Provides responses and documentation to inquiries and ad hoc requests. Completes research and provides feedback on workflow and work received.
Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures.
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.
Products and Services – Working Experience
Manages Risk – Basic Experience