Branch Operations Specialist (Nashville, TN) Position Available In Davidson, Tennessee

Branch Operations Specialist (Nashville, TN)
locations
Nashville, Tennessee – United States
time type
Full time
posted on
Posted 17 Days Ago
job requisition id

R-0003572

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
Work Experience
General Experience – 3 to 6 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. #LI-DW
About Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. While we might not have the perfect role for you today, we’d love to keep in touch.
to stay up to date on career opportunities that may be a good fit for you.
Working at Raymond James
Our business is deeply focused on people and their financial well-being. We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive.
As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.
Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.