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FC
First Citizens Bank
Business Support Specialist II (Hybrid)
Career Insights for Brokerage Clerk
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Scorecard
Based on North Carolina data
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What they do
A Brokerage Clerk works on behalf of clients at a stock exchange. Delivers orders to securities brokers, checks final orders and keeps a record of transactions; delivers securities, distributes dividends and provides tax calculations for clients.
$97,691 / year median in North Carolina
+5% projected growth
Job Description
Overview This is a Hybrid role that would require coming in the Raleigh, NC office Tuesday, Wednesday, and Thursday. Supports the Bank's business and commercial lending activities by providing financial spread reports for business and commercial customers and prospects. May also support the lending activities of the agribusiness and governmental lending channels. Responsibilities & Qualifications Receive, evaluate, and spread appropriate financial statement data into spreading software. Interpret and understand personal and business financial data found in financial statements, CBI reports, personal tax returns, accounting and tax changes and notes to financial statements in order to transfer information appropriately in the spreading software. Request any additional information needed to complete the work requests in accordance with servicing requirements and Bank guidelines. Assist field associates, analysts and underwriters with industry information (NAICS Codes, RMA comparisons, etc.)