Operations Coach

Operations Coach

Provide guidance, coaching and indirect leadership to peers on operations processes, policies, and techniques for transaction requests and inquiries from advisors, clients, and other partners. Research and respond to advanced issues and resolve problems, as needed. Assist in quality management processes and serve as an authority for various business-driven initiatives. Ensure processing of transactions follow industry rules / regulations and internal compliance procedures.

Key Responsibilities

• Research, resolve and respond to advanced issues regarding more sophisticated transaction and inquiry requests. Provide explanation of policies, resolutions, and steps to advisors, clients and relationship partners.
• Mentor peers on processes, procedures and issue resolution. Provide indirect leadership in training less-experienced peers in new systems and processes. Conduct training as needed.
• Complete day-to-day operations processing tasks, such as auditing, processing transactions, and approval of reissued and rewritten transactions, as well as frontline underwriting, where appropriate.
• Participates in projects and initiatives and in many cases serves as the expert.
• Utilize various computer applications such as Fedline, PD Teller, WebCSR, Vision Archive, to provide operational processing information and take action as appropriate. May participate in various team or department project requests, as assigned.
• Bank Operations research and processing
• Audit work
• ACH / Wire Research cases
• Unclaimed check cases
• Check copy cases
• ONE NSF database processing
• Third Party Letter Database processing

Required Qualifications

Preferred Qualifications

About Our Company

We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.