Financial Customer Care Representative

4 weeks ago


Waco, United States ICONMA Full time

Performs a variety of operational tasks for moderately complex securities or cash related transactions or processes that require general knowledge of unit functions and systems.

Differentiating, processing and reconciling transactions; researching inquires; resolving customer complaints; reviewing time sensitive and/or less complex to moderately complex documents; revising departmental procedures.

Coordinates situations that involve other departments.

Has moderate customer contact; works under moderate to minimal supervision.

Day to day processing. Risk management and compliance.

Maintenance and Set up.

Differentiating, processing, and reconciling transactions.

Researching inquires.

Reviewing time sensitive and/or less to moderately complex documents.

Working collaboratively with other departments.



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