Senior Representative, Transaction Processing

Job Description:

The Role

This position supports the centralized receipt of customer mail for Fidelity. The role leverages business partner requirements to receive, sort and deliver monetary and non-monetary items in Inbound Operations and across the Midwest campus. They also collect and prepare outbound packages for pick-up by external vendors. Accuracy and timeliness are important to meet all compliance and regulatory requirements.

The Skills You Bring

• Ability to complete assigned tasks both timely and accurately
• Strong organization skills with meticulous attention to detail
• Ability to work in a team environment
• Excellent written and verbal communication skills
• Highly motivated, self directed and an independent thinker
• Strong customer service skills
• Ability to complete work by prioritizing multiple tasks to meet tight time constraints
• Ability to navigate between multiple applications
• Flexibility / adaptive to change
• Ability to solve business related problems across functional and business lines
• Knowledge of Fidelity's applications and various Inbound applications
• Thorough understanding of Check and Stock acceptance rules, policies and procedures
• Working knowledge of MS Office including Excel, Outlook, Access database software, Internet
• Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units and external deposit institutions
• Work experience in a risk controlled environment

• Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
• Consistent, knowledgeable measurement of the domain's performance and contribution to Fidelity's growth
• Role in developing multi-year plans, budgets, forecasts, and other ad hoc analyses that supports sound decision making for this unique enterprise level domain
• Working closely and collaboratively across PI and WI Finance