Branch Operations Specialist - Boca Raton, FL

Raymond James; Boca Raton (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Branch Operations Specialist in Boca Raton, FL. The role involves data entry, customer service, and administrative support tasks to ensure a positive client experience. Ideal candidates will have a Bachelor's degree in Business or Finance and strong organizational skills.

Qualifications

• Requires a Bachelor's degree in Business Administration or Finance.
• General experience of 13 months to 3 years is preferred.
• Strong customer service and communication skills are essential.

Responsibilities

• Conduct data entry and verify information for accuracy.
• Ensure positive client interactions and assist with inquiries.
• Organize daily work schedule based on changing priorities.

Skills

Verbal Communication

Customer Service

Data Entry

Organizational Skills

Education

Bachelor’s in Business Administration

Bachelor’s in Finance

High School Diploma

Job description

Branch Operations Specialist - Boca Raton, FL

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Job Description

Responsibilities: Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Ensure a positive experience for clients by having courteous interactions with them. Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Carry out standard customer service activities and handle simple customer inquiries. Organize own work schedule each day in line with changing priorities. Carry out simple sales support tasks and provide help to others. Help manage internal client relationships by carrying out simple procedural tasks. Support others by carrying out simple financial monitoring tasks. Extract relevant data from information provided by others, and input it into spreadsheets or standard formats. Create, organize, and maintain files containing the correspondence and records of a senior colleague. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products. Skills: Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies. Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance. Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives. Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision. Applies understanding of the business environment and objectives to develop solutions with guidance but not constant supervision. Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making. Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision). Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client’s organization. Works under supervision at an elementary level to meet high customer service standards. Works under supervision at an elementary level to understand and effectively operate all customer management systems. Works under supervision at an elementary level to grow the value of the account through cross-sell and up-sell opportunities. Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system. Works under supervision at an elementary level to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.

Job Description

Responsibilities: Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Ensure a positive experience for clients by having courteous interactions with them. Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Carry out standard customer service activities and handle simple customer inquiries. Organize own work schedule each day in line with changing priorities. Carry out simple sales support tasks and provide help to others. Help manage internal client relationships by carrying out simple procedural tasks. Support others by carrying out simple financial monitoring tasks. Extract relevant data from information provided by others, and input it into spreadsheets or standard formats. Create, organize, and maintain files containing the correspondence and records of a senior colleague. Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products. Skills: Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies. Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance. Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives. Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance. Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision. Applies understanding of the business environment and objectives to develop solutions with guidance but not constant supervision. Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making. Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision). Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client’s organization. Works under supervision at an elementary level to meet high customer service standards. Works under supervision at an elementary level to understand and effectively operate all customer management systems. Works under supervision at an elementary level to grow the value of the account through cross-sell and up-sell opportunities. Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system. Works under supervision at an elementary level to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.

Education

Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We Expect Our Associates At All Levels To

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  
  

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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