AWM, Marcus by Goldman Sachs, Back Office Fulfillment, Draper UT

Asset and Wealth Management (AWM)

Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The wealth management businesses provides financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across AWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

Marcus by Goldman Sachs

The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.

• Resolve customer inquiries related to CD maturity, account maintenance, deceased depositor, return mail, complaints, and other back office related cases including money movement.
• Make outbound calls when needed to assist customers with various online retail deposit products such as online savings accounts and certificate of deposits.
• Receive and process incoming mail.
• Follow processes and procedures focusing on risk mitigation.
• Access multiple internal tools and systems and document steps taken to efficiently service the customer.
• Meet established goals for all metrics, including call quality, productivity, and adherence by focusing on maximizing service to customers.
• Participate in projects to drive operational excellence.
• Provide incoming call coverage when needed to assist customers with various online retail deposit products such online savings accounts and certificate of deposits

Basic Qualifications:

• High School diploma or GED.
• Minimum 2 years of customer service experience.
• Must have a positive attitude and be self-directed, detail oriented, driven, and able to work independently in a team-oriented and fast paced environment.
• Showcase your attention to detail and ability to manage several tasks at once by ensuring all cases are appropriately investigated and resolved.
• Basic banking knowledge.

Preferred Qualifications:

• Strong problem solving and analytical/accounting skills.
• Ability to multi-task in a fast-paced environment.
• Excellent communication skills, both verbal and written.
• Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook).
• 2 years of experience in portfolio servicing, loan/lease accounts reconciliations, booking, charges adjustments, payment histories, A/R system, ACH (Sure pay) setup, loan terminations, etc.
• Identify processes and controls improvement by leveraging constant evolving tools that can be used to build scalability without introducing new risks.
• Associate or bachelor's degree.