GTC Precious Metals Specialist

Centennial BankAmarillo, TX
3d

About The Position

GENERAL DESCRIPTION OF POSITION The GTC Precious Metals Specialist position is a data entry role. This position is responsible for processing paperwork for purchase and sale transactions in accounts that hold precious metals. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Receives and reviews paperwork for purchases and sales of precious metals from client and/or precious metal broker/dealer. 2. Processes requests for purchases and sales of precious metals in operating system and communicates with precious metal broker/dealer and/or depository. 3. Processes and prepares in-kind distributions (physical possession of asset) for clients which entails working with the depositories on shipping of the precious metals. 4. Prepares various document packets related to precious metal transactions, etc. 5. Reconciles with depository and ensure records are accurate. 6. Conducts research. 7. The ability to work in a constant state of alertness and in a safe manner. 8. Completes required BSA/AML training and other compliance training as assigned. 9. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

Requirements

  • High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience.
  • Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence.
  • ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
  • Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.
  • Must have the ability to read and interpret documents such as operating instructions and procedure manuals
  • Must have strong organizational, interpersonal, and communication skills
  • Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
  • Must be detail oriented and able to solve problems
  • Must have the ability to speak effectively before groups of customers or employees of organization
  • Must have the ability to work with mathematical concepts that relate to precious metal transactions
  • Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
  • Must have the ability to deal with problems involving several concrete variable in standardized situations
  • Must be proficient in Microsoft Office applications, Internet, e-mail and a working knowledge of accounting software

Responsibilities

  • Receives and reviews paperwork for purchases and sales of precious metals from client and/or precious metal broker/dealer.
  • Processes requests for purchases and sales of precious metals in operating system and communicates with precious metal broker/dealer and/or depository.
  • Processes and prepares in-kind distributions (physical possession of asset) for clients which entails working with the depositories on shipping of the precious metals.
  • Prepares various document packets related to precious metal transactions, etc.
  • Reconciles with depository and ensure records are accurate.
  • Conducts research.
  • The ability to work in a constant state of alertness and in a safe manner.
  • Completes required BSA/AML training and other compliance training as assigned.
  • Perform any other related duties as required or assigned.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

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