Inclusively is partnering with a financial services company to hire a Part-time Bank Operations Hotline Specialist.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Salary: $23.00 USD Hourly

What you have

As a Move Money Solutions Specialist, you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound and outbound phone calls relating to the movement of funds. You will be a primary contact for our branch partners and clients, internal partners, and external clients, and provide “best in class” service by:

• Effectively handling and evaluating risk while processing incoming and outgoing wires, ACH transactions, depositing funds, disbursement requests and processing of internal transfers.
• Assess and resolve client issues that relate to wires, deposits, and transfers by helping clients “Own their Tomorrow”. You will assist clients in navigating through money movement solutions and our services available.
• Problem solving and conducting research/special requests through the use of internal processing systems, phone, and emails.
• Demonstrating leadership and the ability to be a role model and mentor your peers.
• Identifying situations where escalation is warranted and the ability to act quickly in a high-risk environment.
• Performing work that is detailed and communicated in a clear, effective manner.
• Work collaboratively and effectively with others in a fast-paced environment.
• Proactively educate clients and internal partners on our processes and services.
• Support business initiatives by developing strong partnerships.
• Handle escalations when warranted and the ability to act quickly in a high-risk environment by assessing and resolving clients’ issues.
• Proactively looks for opportunities to improve processes and procedures.
• 2-5 years’ experience in client service or operations with brokerage/financial industry highly preferred.
• Bachelor’s degree in finance, economic, or business administration or equivalent work experience.
• Passion for service and the desire to help people.
• Engaging communication and interpersonal skills.
• Ability to quickly learn new technology and apply a variety of data and systems in order to proactively determine solutions to meet client needs.
• Hard-working and proven ability to work in a high volume environment.
• Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.
• Strong interpersonal, verbal, and written communication skills.
• Excellent operational and follow-up skills with the ability to lead sophisticated work.
• Shown ability to be self-directed, and quickly develop a full understanding of our business.
• Intermediate to advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
• Due to nature of risk with responsibilities, attention to detail and accuracy are required.

Job Type: Part-time

Pay: $23.00 per hour

Schedule:

• Monday to Friday

Work setting:

• In-person

Work Location: In person