Executes varied and complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas. May have responsibility for larger, more complex or sensitive assigned accounts or portfolio.
Processes and/or reconciles varied and complex transactions in accordance with established policies and procedures. Partners with internal and/or external business partners to route communications, documents or other action items to complete transactions. Identifies and may resolve exceptions; escalates appropriately. May interact with customers and have assigned accounts or portfolio.
Ensures the appropriate materials and documentation are available to complete transactions. May assist with training/coaching of new hires. May serve as a subject matter resource for the team.
Provides responses and documentation to inquiries and ad hoc requests. Completes resea...
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