Job Description
Purpose
Contributes to the overall success of the Investment Support team in the GBS‑Colombia ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.
Accountabilities
- Champions a customer‑focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Provides administrative and processing support by:
- Providing coverage on a variety of jobs within various units as determined by leadership, based on day‑to‑day operational requirements.
- Ensures all SSI and BNS dealer account transfers received daily are processed in an accurate, timely and high‑quality by:
- Completing, verifying and processing Transfer Forms.
- Maintaining accurate records of account transfer bookkeepin...
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