Banking Operations/Account Investigator Role - Returning/Not Working Women

Experience Level: 0.6 Months - 10 Years

Mandatory Criteria: Not working / Returning Women

Performs Account Investigator 1 duties plus:

- May potentially respond to customers in writing via an automated system response

- Utilizes computer system to investigate disputes and processes cases to resolve moderately complex cases

- Processes account maintenance, financial adjustments, etc.

- Works under limited supervision

- May support and expansive array of products/services

- Demonstrates technical/administrative expertise

- Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards, which are well defined

- Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function

Business / Department Objectives:

- Involved with handling all internal and external customer questions and queries

Core Responsibilities:

- To research and accurately resolve investigation cases within designated timeframes

Day-to-Day Responsibilities:

- Ensure that clients are not negatively impacted by service delays

Financial / Budgetary:

- Responsible for accurate and timely processing of any financial transactions applicable to the specific investigation case

Key Deliverables:

- Comprehensive reading ability

- Strong problem-solving skills

- Attention to detail and financial proofing

Experience:

- Experience in banking operation, Operational process management.

- Prior work experience that would provide a basic knowledge of the organization and its policies

- Should have good comprehension skills and be attentive to details

- Should have good communication skills

- Should be able to make sound decisions based on information on hand

- Customer focused

- Demonstrated strengths across Risk / Controls and Client Excellence

Skills:

- Excellent written and spoken English skills

- Ability to read and comprehend complex customer correspondence

- Understand bank policy, charge-back rights, and legal guidelines

- Moderately complex math skills