Phone Banker/Universal Banker

1 week ago

Milwaukee, United States BCForward Full time
Job DescriptionJob Description

BCforward is currently seeking a highly motivated phone/universal banker for an opportunity in Denver, CO, USA
Position Title: Phone/Universal Banker
Location: Milwaukee, WI 53212
Anticipated Start Date: ASAP
Please note this is the target date and it is subject to change. BCforward will send official notice ahead of a confirmed start date.
Expected Duration: 6 Months (High possibility to extend Contract or Permanent for right Candidate)
Job Type: [Contract/Onsite]
Pay Range: [$20 to $21.42/hr]
Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Job Description:

  • Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.
  • Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
  • Establishes and maintains strong working relationships with mutual fund representatives and service providers.
  • Candidate will need to have to have minimal trading errors as Bank will be liable.
  • There is a minimum trade area goal so they will have to get though their que, and process accurately and not miss anything, and then cross check with their teammate.
  • They will be working with the Money Market Trading team through Microsoft Teams messaging and meeting.
  • Will interact with internal clients only.
  • This team will be switching to a new system so there is a volume increase due to this.
  • Looking for someone interested in possibly converting as that is always the intention and may become available.
  • There is also chance of extension.


MUST HAVE

  • Attention to detail, Effective Communicator both in person and virtually, MS Excel proficient, Sense of urgency

NICE TO HAVE

  • Experience shown dealing with back-office operations and exposure to market finance through schooling is a plus.
  • Minimum education requirements - Bachelor's Degree or at least 2 years Operations Experience demonstrating having to work with numbers and to what capacity.
  • Finance experience preferred.
  • Business accounting economics, math etc.…
     


Benefits:
BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service and workforce management expert to fuel the development and execution of core business and technology strategies, BCforward is a black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN, with an offshore development center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of people-centricity, optimism, excellence, diversity, and accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best-in-class place to work.
BC Forward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.
This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Company DescriptionAbout BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer. All qualified applicants willCompany DescriptionAbout BCforward:\r
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r
\r
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r
\r
BCforward is an equal opportunity employer. All qualified applicants will

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