Senior Representative, Brokerage Treasury Operations

Job Description: The Team The Job As a Senior Representative, Brokerage Treasury Operations, you will analyze and process returned check transactions.
May have internal customer interaction through various communication channels.
Work with internal and external business partners to research returned check transactions.
Process Returned Check transactions to customer accounts using FBSI and XTRAC Send notifications to internal and external business partners as required by Treasury policies and procedures Process incoming and outgoing mail related to Returned Checks Collaborate with FI Bank Reconciliation to research and resolve aged items Respond to customer inquiries via XTRAC/Service Central Monitor various daily reporting Contribute to process improvement initiatives Interact with Treasury’s external bank partners as needed The Expertise & Skills You Bring Bachelor’s degree 3+ years’ experience in brokerage or banking industry Working knowledge of FIBS and XTRAC a plus Basic understanding of money movement / bank reconciliation preferred Ability to work independently with demonstrated good judgment Ability to effectively perform in a team environment and collaborate with others Ability to multi-task and prioritize work Possess a strong attention to detail You bring a strong sense of ownership, accountability and a commitment to achieving objectives Possess excellent problem-solving and research skills Ability to identify red-flag behavior in customer accounts and escalate accordingly The Team The Treasury Returned Checks team is focused on ensuring that check deposit returns are processed to customer brokerage accounts in a timely and accurate manner.
The base salary range for this position is $39,000-$61,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package.
Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.
These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Note, the application window closes when the position is filled or unposted.
Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.
And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.
com.
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.
com, or by calling 800-835-5099, prompt 2, option 3.