Fidelity Bank · 21 hours ago
Senior Representative, FED Brokerage Operations
Westlake, TX
Full-time
Hybrid
Senior LevelFidelity Bank is seeking a Senior Representative for their Brokerage Operations team to deliver world-class service to clients by ensuring timely and accurate settlement of trades and transfers. The role involves utilizing various systems and collaborating with departments to manage FED-related transactions and exceptions effectively.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Deliver world class service to internal and external clients by settling their trade and transfer obligations timely and accurately while adhering to policies, procedures, and regulatory guidelines
Utilize internal as well as external systems and partner with various departments to settle FED related transactions
Review and process exceptions and other tasks associated with FED Settlements
Qualification
Required
Tenured settlement experience in brokerage operations required
Knowledge of FED settlement systems (Bank of New York BDC, JP Morgan, CITI Bank)
Understanding of industry regulations
Attention to details while being efficient and effective
Ability to communicate effectively with internal and external business partner
Highly motivated with the ability complete assigned tasks in a timely and accurate manner
Ability to work effectively in a team-oriented environment
Preferred
College degree preferred
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase