Branch Operations Specialist

Skills: Uses clear and effective verbal communications skills with guidance to express ideas, request actions and formulate plans or policies. Supports business processes with guidance by understanding and effectively using standard office equipment and standard software packages. Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Works with guidance to plan, organize, prioritize and oversee activities to efficiently meet business objectives. Works with guidance to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Works with guidance to develop appropriate plans or perform necessary actions based on recommendations and requirements. Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Applies understanding of the business environment and objectives to develop solutions with guidance. Works with guidance to orient the seller's organization around delivering to the key needs of their customers. Works under guidance to analyze data trends for use in reports to help guide decision making. Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance. Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client's organization. Works under supervision at an elementary level to meet high customer service standards. Works under supervision at an elementary level to understand and effectively operate all customer management systems. Works under supervision at an elementary level to grow the value of the account through cross-sell and up-sell opportunities. Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system. Works under supervision at an elementary level to uncover clients' explicit needs and/or unforeseen opportunities and challenges. Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service.

Education: High School (HS) (Required)

Work Experience: General Experience - 0 to 3 months

Travel: Less than 25% Workstyle: Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond Jamesas part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.