Senior Representative – Transaction Processing
| Company | Fidelity Investments |
|---|---|
| Location | Albuquerque, NM, USA, Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- High speed keying aptitude
- Ability to complete assigned tasks both timely and accurately
- Strong organizational skills with meticulous attention to detail
- Ability to work effectively in a team environment
- Excellent written and verbal communication skills
- Highly motivated, self-directed, and independent thinker
- Customer obsessed with each transaction handled
- Ability to prioritize multiple tasks to meet tight deadlines
- Proficiency in navigating multiple applications
- Flexibility and adaptability to change
- Problem-solving skills across functional and business lines
- Knowledge of Fidelity’s applications and various Inbound applications
- Working knowledge of MS Office, including Excel, Outlook, Access database software, and the Internet
- Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units, and external deposit institutions
- Experience working in a risk-controlled environment
Responsibilities
- Perform document identification, classification, and review of customer-supplied transactions to determine in-good-order (IGO) or not-in-good-order (NIGO) status.
- Conduct customer-related research using Fidelity mainframes and/or databases to locate, analyze, and supply data elements required for transaction routing, indexing, and image retrieval purposes.
- Serve as a subject matter expert (SME) by assisting team members with resolving complex processing issues, providing training, and conducting secondary process reviews.
- Independently monitor multiple work queues to ensure the accurate and timely completion of customer transactions.
- Identify and support workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations, and driving process efficiencies through change management.
- Ensure the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues.
- Track and enter time and volume-related data to demonstrate processing compliance and ensure reporting accuracy.
Preferred Qualifications
- College degree preferred
- Two to five years of transaction processing experience within a professional, fast-paced corporate environment, preferably within Fidelity Investments