The Sr. Processing officer is accountable for handling a variety of high risk and high dollar value transactions related to Entitlements Income Payment and Distribution. The responsibilities include payment reconciliation and providing professional, timely and efficient service to branch (client) requests through the income processing of complex and often multi-product financial transactions within CMWMO Capital Markets/Wealth Management Operations. You will be required to perform reconciliation, research and investigate payments and administrative requests while applying the appropriate rules and regulations to ensure transactions are processed with consistency and accuracy. You will work with colleagues and management to improve the quality of client service delivered to our clients, provide guidance to more junior staff as required and seek opportunities to streamline processes. You’ll make sure client satisfaction and productivity standards are achieved and Service Level Agreements (SLA) are met or exceeded by following well-defined procedures and guidelines and escalating issues as appropriate.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed