Senior Representative, Customer Transaction Center (Prep From Image (PFI) and Data Capture Teams)
Senior Representative, Customer Transaction Center (Prep From Image (PFI) and Data Capture Teams)
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1 Vacancy
Job Description
Job Description:
The Role
As the CTC (Customer Transaction Center) Representative in OSG Operations you will play a critical role within Fidelitys Inbound Operations business unit. This position involves supporting a diverse range of backoffice operations including data extraction and document processing through multiple input channelscentral scan remote scan and electronic channels on either the Data Capture or Prep from Image (PFI) team. The Inbound team delivers transaction services across all of Fidelitys distribution channels driving the companys growth with highquality costeffective and innovative service solutions. Our success is built on the expertise and dedication of our talented associates.
The Experience and Skills You Bring
College degree preferred High school diploma
1 yrs experience with transaction processing experience within a professional fastpaced corporate environment
Knowledge of Fidelitys applications and various Inbound applications including HyperScience or ICS Application preferred
Perform document identification classification and review of customersupplied transactions to determine ingoodorder (IGO) or notingoodorder (NIGO) status. Utilize specific business partner rules to prioritize and facilitate document routing by transaction type and workflow processing queues.
Conduct customerrelated research using Fidelity mainframes and/or databases to locate analyze and supply data elements for transaction routing indexing and image retrieval purposes.
Serve as a subject matter expert (SME) by assisting team members with resolving complex processing issues providing training and conducting secondary process reviews. Independently monitor multiple work queues to ensure the accurate and timely completion of customer transactions.
Identify and support workflow enhancements by participating in business process improvement (BPI) teams offering improvement recommendations and driving process efficiencies through change management.
Ensure the timely completion of administrative tasks by performing endofday reviews of designated processing queues.
Track and enter time and volumerelated data to demonstrate processing compliance and ensure reporting accuracy.
High speed keying aptitude
Strong organizational skills with meticulous attention to detail
Ability to work effectively in a team environment
Highly motivated selfdirected and independent thinker
Highly skilled in customer service
Ability to prioritize multiple tasks to meet tight deadlines
Proficiency in navigating multiple applications
Flexibility and adaptability to change
Problemsolving skills across functional and business lines
Working knowledge of MS Office including Excel Outlook Access database software and the Internet
Thorough understanding of the interrelationships between Inbound Operations Fidelity business units and external deposit institutions
Experience working in a riskcontrolled environment
Note: Fidelitywill not provide immigration sponsorship forthis position.
The Team
As part of the Fidelity Brokerage and Operations Technology group the Inbound Processing team is the backbone of transaction processing for the firm. We provide imaging data entry and document processing services for several Fidelity business units. Our knowledgeable team and comprehensive solutions emphasize quality risk mitigation and endtoend operational efficiency bolstering Fidelitys ability to deliver superior customer experience. If you thrive on continuous improvement exceptional customer service and team development the role of CTC Senior Representative Transaction Processing OSG Operations may be ideal for you!
Certifications:
Category:
Transaction ProcessingFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Required Experience:
Senior IC
Employment Type
Full-Time
