Senior operations representative job description
Updated March 14, 2024
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Example senior operations representative requirements on a job description
Senior operations representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in senior operations representative job postings.
Sample senior operations representative requirements
- Minimum of 5 years of experience in operations management
- Bachelor's degree in business administration, management, or related field
- Proficient in Microsoft Office Suite and other relevant software
- Excellent analytical and problem-solving skills
- Strong knowledge of industry regulations and compliance requirements
Sample required senior operations representative soft skills
- Excellent communication and interpersonal skills
- Ability to work well under pressure and prioritize multiple tasks
- Strong leadership and team management skills
- Detail-oriented and highly organized
- Adaptability and flexibility in a fast-paced environment
Senior operations representative job description example 1
Bank of America senior operations representative job description
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. GWIM Tax Reporting Operations is responsible for multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of GWIM investment and retirement accounts. The Sr. Operations Representative will be responsible for reviewing and researching service requests that are received through our team's E-mail Support Inboxes.
Key Responsibilities:
* Handle e-mails pertaining to Date of Death, Capital Change, Cost Basis, and Back Up withholding
* Update and maintain current tax lots and for unrealized and realized gains/losses
* Liaison between internal units/departments and Branch Offices in the immediate resolution of all problems related to Cost Basis / Capital Change Transactions
Minimum Required Skills:
* Exceptional customer service skills
* Highly organized with strong attention to detail and accuracy
* Overtime is required & sometimes mandatory
* Excellent interpersonal skills
* Proven ability to effectively service/resolve client inquiries
* Strong oral and written communication skills
* Ability to work effectively and efficiently as an individual contributor in a team set up
* Positive and professional attitude in a team oriented fast paced work environment
* Strong analytical and problem-solving skills
* Be able to adhere to the industry and IRS rules and regulations
Desired Skills:
* Proficient with Microsoft Office, Outlook, Word, and Excel
* Understanding of rules and regulations, policies, and standards
* Ability to create & run macros
* College degree preferred
* 1+ years' customer service experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Key Responsibilities:
* Handle e-mails pertaining to Date of Death, Capital Change, Cost Basis, and Back Up withholding
* Update and maintain current tax lots and for unrealized and realized gains/losses
* Liaison between internal units/departments and Branch Offices in the immediate resolution of all problems related to Cost Basis / Capital Change Transactions
Minimum Required Skills:
* Exceptional customer service skills
* Highly organized with strong attention to detail and accuracy
* Overtime is required & sometimes mandatory
* Excellent interpersonal skills
* Proven ability to effectively service/resolve client inquiries
* Strong oral and written communication skills
* Ability to work effectively and efficiently as an individual contributor in a team set up
* Positive and professional attitude in a team oriented fast paced work environment
* Strong analytical and problem-solving skills
* Be able to adhere to the industry and IRS rules and regulations
Desired Skills:
* Proficient with Microsoft Office, Outlook, Word, and Excel
* Understanding of rules and regulations, policies, and standards
* Ability to create & run macros
* College degree preferred
* 1+ years' customer service experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Senior operations representative job description example 2
NTT Data International L.L.C. senior operations representative job description
NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
We are currently seeking a Operations Processing Senior Rep. to join our team in miami, Florida (US-FL), United States (US).
Our Client is one of Leading Health Plan in US providing services in Florida state, NTT are getting into contract with Client to manage End to End Claims Administration services. Our NTT Business Process Outsourcing (BPO) team has implemented the processes and technologies for our clients bring about real transformation for customers of all sizes. Our end-to-end administrative services help streamline operations, improve productivity, and strengthen cash flow to help our customers stay competitive and improve member satisfaction
In this Role you will be Responsible For
Communicate with contracted and non-contracted Providers by providing information and assistance as appropriate.
Assist Providers with interpreting Member eligibility and benefit information
Assist with general question about the existing Programs and Member benefits.
Assist with direction on the available Provider portal, including how to set up accounts, troubleshooting and navigating the website, how to submit and retrieve necessary information.
Handle claim status inquiries, researching and facilitating resolution of payment issues; provider education on remittance advice interpretation and reimbursement, and informing providers of the claims appeals process.
Work closely with the Claims Team in resolving claims discrepancies, inappropriate denials and delays in payments.
Provide providers with eligibility; process authorizations and Exception Requests
Answer questions regarding authorizations and denials
Meet NTT Call Center Standard Work and performance expectations. This includes, but is not limited to the following:
* Successful completion of Provider Call Center training,
* Active participation in continuous training,
* Follow required call scripts and QA requirements.
* Ability to handle high call volume.
Provide excellent customer service to all callers. Demonstrate a high level of patience and respect with every caller, ensuring each caller is assisted promptly and appropriately and follow Provider Call Center established call handle Quality Assurance Standards and Objectives.
* Assist the Provider Call Center or Provider Services Departments with projects, as needed.
Timely follow up with Providers on cases as needed.
Ensure the privacy and security of PHI (Protected Health Information) as outlined policies and procedures relating to HIPAA compliance.
Key Skills:
Excellent customer service skills, including ability to diffuse difficult situations.
Ability to analyze complex claims data/payments and clearly communicate findings to Providers
University degree or equivalent that required formal studies of the English language.
1+ year(s) of experience in a service-oriented role where you had to correspond in writing or over the phone with customers who spoke English.
1+ year(s) of experience in a service-oriented role where you had to apply business rules to varying fact situations and make appropriate decisions
1+ year(s) of experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens, and learn new software tools.
1 + year(s) of healthcare call center experience working in a health care delivery setting preferred.
* The shift timings can be changed as per client requirements. Additionally, resources may have to do overtime and work on weekend's basis business requirement.
* All new hires will be required to successfully complete our Orientation/Process training classes and demonstrate proficiency of the material
About NTT DATA Services
NTT DATA Services is a global business and IT services provider specializing in digital, cloud and automation across a comprehensive portfolio of consulting, applications, infrastructure and business process services. We are part of the NTT family of companies, a partner to 85 % of the Fortune 100.
NTT DATA Services is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team.
We are currently seeking a Operations Processing Senior Rep. to join our team in miami, Florida (US-FL), United States (US).
Our Client is one of Leading Health Plan in US providing services in Florida state, NTT are getting into contract with Client to manage End to End Claims Administration services. Our NTT Business Process Outsourcing (BPO) team has implemented the processes and technologies for our clients bring about real transformation for customers of all sizes. Our end-to-end administrative services help streamline operations, improve productivity, and strengthen cash flow to help our customers stay competitive and improve member satisfaction
In this Role you will be Responsible For
Communicate with contracted and non-contracted Providers by providing information and assistance as appropriate.
Assist Providers with interpreting Member eligibility and benefit information
Assist with general question about the existing Programs and Member benefits.
Assist with direction on the available Provider portal, including how to set up accounts, troubleshooting and navigating the website, how to submit and retrieve necessary information.
Handle claim status inquiries, researching and facilitating resolution of payment issues; provider education on remittance advice interpretation and reimbursement, and informing providers of the claims appeals process.
Work closely with the Claims Team in resolving claims discrepancies, inappropriate denials and delays in payments.
Provide providers with eligibility; process authorizations and Exception Requests
Answer questions regarding authorizations and denials
Meet NTT Call Center Standard Work and performance expectations. This includes, but is not limited to the following:
* Successful completion of Provider Call Center training,
* Active participation in continuous training,
* Follow required call scripts and QA requirements.
* Ability to handle high call volume.
Provide excellent customer service to all callers. Demonstrate a high level of patience and respect with every caller, ensuring each caller is assisted promptly and appropriately and follow Provider Call Center established call handle Quality Assurance Standards and Objectives.
* Assist the Provider Call Center or Provider Services Departments with projects, as needed.
Timely follow up with Providers on cases as needed.
Ensure the privacy and security of PHI (Protected Health Information) as outlined policies and procedures relating to HIPAA compliance.
Key Skills:
Excellent customer service skills, including ability to diffuse difficult situations.
Ability to analyze complex claims data/payments and clearly communicate findings to Providers
University degree or equivalent that required formal studies of the English language.
1+ year(s) of experience in a service-oriented role where you had to correspond in writing or over the phone with customers who spoke English.
1+ year(s) of experience in a service-oriented role where you had to apply business rules to varying fact situations and make appropriate decisions
1+ year(s) of experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens, and learn new software tools.
1 + year(s) of healthcare call center experience working in a health care delivery setting preferred.
* The shift timings can be changed as per client requirements. Additionally, resources may have to do overtime and work on weekend's basis business requirement.
* All new hires will be required to successfully complete our Orientation/Process training classes and demonstrate proficiency of the material
About NTT DATA Services
NTT DATA Services is a global business and IT services provider specializing in digital, cloud and automation across a comprehensive portfolio of consulting, applications, infrastructure and business process services. We are part of the NTT family of companies, a partner to 85 % of the Fortune 100.
NTT DATA Services is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team.
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Senior operations representative job description example 3
Wells Fargo senior operations representative job description
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you
About this role:
Wells Fargo is seeking a Senior Securities Operations Representative within Investment Operations as apart of Wealth & Investment Management. This role will be responsible for processing, reconciling, resolving and administering cash, security or derivative transactions.Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Perform a variety of operational tasks for complex securities or process extensive knowledge of systems
* Provide ideas for improving or implementing processes
* Perform moderately complex duties such as processing, researching inquires and reconciling transactions
* Review time sensitive documents
* Provide training or work direction to less experienced staff
* Address compliance and corporate governance issues for the department
* Lead or participate in projects
* Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
* Interact with internal customers
* Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
* 4+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
* Time management is an attribute that would be highly sought.
* Prioritizing workload is a skill that is vital.
* team building and teamwork is important for this role.
* Settlement experience would be high sought after.
* BETA experience would be beneficial for this role.
Posting Location:
* Saint Louis, MO
* Charlotte, NC
* Minneapolis, MN
Pay Range:
* 20.29 - 30.48 USD Hourly
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you
About this role:
Wells Fargo is seeking a Senior Securities Operations Representative within Investment Operations as apart of Wealth & Investment Management. This role will be responsible for processing, reconciling, resolving and administering cash, security or derivative transactions.Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Perform a variety of operational tasks for complex securities or process extensive knowledge of systems
* Provide ideas for improving or implementing processes
* Perform moderately complex duties such as processing, researching inquires and reconciling transactions
* Review time sensitive documents
* Provide training or work direction to less experienced staff
* Address compliance and corporate governance issues for the department
* Lead or participate in projects
* Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
* Interact with internal customers
* Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
* 4+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
* Time management is an attribute that would be highly sought.
* Prioritizing workload is a skill that is vital.
* team building and teamwork is important for this role.
* Settlement experience would be high sought after.
* BETA experience would be beneficial for this role.
Posting Location:
* Saint Louis, MO
* Charlotte, NC
* Minneapolis, MN
Pay Range:
* 20.29 - 30.48 USD Hourly
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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Updated March 14, 2024