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JOB BRIEF: The individual is responsible for assisting the Company Investment Services Sales Force with depositing checks to client’s brokerage account.
ESSENTIAL JOB FUNCTIONS
Review all check’s received to verify accuracy of payee information.
Review and enter all physical securities received. Work with Clearing Firm to ensure all pending items are cleared and all required documentation has been received.
Ensure all check’s received are deposited same day. Maintain Non-Deposit log for all checks/securities that cannot be deposited. Provide to management for sign off.
Work with Clearing Firm to balance firm accounts.
Clear all returned items and resolve any debit balances that may occur as a result.
Ensure tax reporting for any checks received on Qualified Accounts is entered correctly. Resolve any issues with check’s deposited incorrectly by the field.
Maintain distance tracking log and provide system password, deposit tickets, and deposit stamps to sales force. Provide assistance and training on the check deposit system.
Ability to recognize and understand client issues and develop appropriate responses and solutions
Demostrate excellent organizational skills and strong attention to detail
Excellent written and verbal communication skills
Strong typing skills
Education – High School Degree
Research and resolve escalated inquiries and problems, as needed
Cross train on various functions within the Middle Office to provide back up and support
Project involvement and/or assignments from management
EQUIPMENT USED/PHYSICAL REQUIREMENTS
Lotus Notes, MS Office, Pershing NetExchange 360
PC, Fax Machine, Phone
Company's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Company is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Company provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name Company National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Company also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. Company is Member FDIC.
ABOUT THE BUSINESS:
Company has administrative services in place that help support the business. These include: Finance, Human Resources, Legal, and Marketing. Company’s Corporate Center supports strategic initiatives through multiple teams which provide distinctly different, yet interrelated, disciplines for the Company Leadership team and its business groups. The Corporate Center protects and enhances Company’s brand through thoughtful and deliberate messaging and responsible banking. Our proactive approach and significant expertise engage both internal and external constituents – employees, clients, shareholders, investors, regulators, legislators, community advocates – by adding value, positively influencing their perceptions, and instilling a sense of confidence in Company.
Company is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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