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Medallion Signature Guarantee Jobs (NOW HIRING)

SS&C

Mail/Distribution Services Representative

Kansas City, MO · On-site

$15.50 - $21.25/hr

Verify validity of Medallion Signature Guarantee stamps against Stamp website * Scan daily fund packets on Canon DR-9080C scanner * File daily packets (alphabetically & by date) * Maintain storage of ...

BMI Federal Credit Union

Personal Banker

Columbus, OH · On-site

$19.25 - $24/hr

Manage all closed accounts that may result in the termination of the Member's membership * Assist Members with their Notary or Medallion Signature Guarantee needs * Manage cash with the Automatic ...

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Medallion Signature Guarantee information

Who participates in the medallion signature guarantee?

Participants in the medallion signature guarantee process include financial institutions such as banks, credit unions, and brokerage firms that are authorized by the Securities Transfer Agents Medallion Program (STAMP). These institutions have designated employees with the necessary certifications to provide the guarantee, which verifies the identity of the signer and the authority to transfer securities or related assets.

What are the key skills and qualifications needed to thrive as a Medallion Signature Guarantee Officer, and why are they important?

To thrive as a Medallion Signature Guarantee Officer, you need detailed knowledge of financial regulations, authentication procedures, and typically a background in banking or financial services. Familiarity with Medallion Stamp programs, anti-fraud systems, and identity verification tools is crucial, and some institutions may require specific training or certification. Attention to detail, integrity, and strong customer service skills help ensure trustworthiness and accurate processing. These competencies are vital to prevent fraud, protect clients, and maintain compliance with financial industry standards.

Why is it so difficult to get a medallion signature guarantee?

A medallion signature guarantee is difficult to obtain because it requires the signer to meet strict eligibility criteria, including being a customer of a qualified financial institution and providing valid identification. The process involves verifying the signer’s identity and authority, which is why banks and brokerages are cautious and often limit issuance to certain clients and transactions.

What is the difference between Medallion Signature Guarantee vs Notary Public?

AspectMedallion Signature GuaranteeNotary Public
Required credentialsFinancial institution approval, specific certificationState certification, commission
Work environmentBank or brokerage firmPublic offices, private practices
Industry usageFinancial transactions, securities transfersLegal document authentication

The Medallion Signature Guarantee is a specialized certification used mainly in financial transactions to guarantee signatures on securities transfers. A Notary Public authenticates signatures on legal documents but does not provide the same level of financial guarantee. While both verify identities, the Medallion Signature Guarantee offers a higher level of security for securities transfers, making it essential in financial industry transactions.

What are some common challenges faced by professionals providing Medallion Signature Guarantees, and how can they be addressed?

Professionals providing Medallion Signature Guarantees often face challenges such as verifying complex legal documentation, detecting potential fraud, and staying updated on industry regulations. Attention to detail and thorough knowledge of anti-fraud procedures are essential to ensure compliance and protect both the institution and the client. Regular training, access to updated verification tools, and close collaboration with compliance and legal teams help address these challenges and maintain a high standard of service.

How to become a medallion signature guarantor?

To become a medallion signature guarantor, you must be an authorized institution such as a bank or credit union, and complete training or certification through a recognized program like the Securities Transfer Agents Medallion Program (STAMP) or the Medallion Program (Medallion). You also need to verify the signer’s identity and ensure the transaction meets industry standards. Certification and adherence to specific procedures are essential for providing valid guarantees.

How much does it cost to become a medallion signature guarantee?

A medallion signature guarantee is typically provided by financial institutions at no cost or for a small fee, often ranging from $10 to $50, depending on the institution and account type. Some banks or credit unions may offer it free to their customers, while others may charge a fee for the service.

What is a Medallion Signature Guarantee?

A Medallion Signature Guarantee is a special stamp provided by authorized financial institutions to verify the authenticity of a signature on certain financial documents, such as those used to transfer securities. It helps prevent fraud by ensuring that the person signing the document is authorized to do so. This guarantee is often required when transferring stocks, bonds, or other securities to another person or institution. It is not the same as a notary, as it provides a higher level of security for financial transactions.
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Infographic showing various Medallion Signature Guarantee job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Operations Support: Medallion Support Specialist

Operations Support: Medallion Support Specialist

Bank of America Corporation

Chandler, AZ • On-site

$50K - $68K/yr

Full-time

Posted 7 days ago

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:

Medallion Support Specialists are responsible for providing Medallion Signature Guarantee stamps to Bank of America and Merrill clients for situations including third party transfers, ownership changes and account updates.  Associates are expected to process an intake request, handle and own cases to completion, and follow up with clients and financial center associates on latest status. Specialists are expected to provide end to end white glove service ownership with point of call resolution, partnership, research, and proactive support. This enhanced service model is built to align with business needs and financial center goals which drive sales, associate/client satisfaction, and efficiencies.  Each associate provides full accountability, ownership, and coaching opportunities which builds powerful relationships with the financial center associate. The team is responsible for demonstrating the highest standard of service for every interaction.

Responsibilities/Position Summary

  • Provide Financial Center associates with accurate information by keeping abreast of Medallion procedures

  • Deliver complete and concise explanations to inquiries made via inbound calls

  • Effectively resolve associate questions and research requests while proactively identifying additional needs and opportunities to enhance the relationship

  • Provide point of call resolution for issues

  • Demonstrate excellent verbal, written and listening skills, knowledge of products and services, integrity and ability to work as part of a team

  • Foster collaborative relationships within and across business units

  • Understand and demonstrate cultural awareness

  • Demonstrate and verbalize empathy

  • Anticipate and understand client needs

  • Provide end to end ownership and follow up for Medallion stamp requests in a case management capacity

  • Interface with associates and clients for intake, follow up, and general information about the program

  • Customer Service and/or call center experience preferred

Required

  • Strong client service skills

  • Ability to multi-task and independently prioritize his/her workload.

  • Demonstrate a cooperative and professional work attitude

  • Capable of multi-tasking and working efficiently under stress and high volume

  • Strong organizational, time management and teamwork skills

  • Strong analytical, negotiation and problem-solving skills

  • Attention to detail and follow through on assignments

  • Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge

  • Demonstrate excellent verbal, written and listening skills

  • Understand and demonstrate cultural awareness, integrity and ability to work as part of a team

*Candidate must be flexible.  Our hours of operation are Monday – Friday 8:00 AM to 8:00 PM (Est)

Skills:

  • Account Management

  • Adaptability

  • Customer and Client Focus

  • Data Collection and Entry

  • Process Effectiveness

  • Active Listening

  • Continuous Improvement

  • Customer Service Management

  • Data Quality Management

  • Result Orientation

  • Attention to Detail

  • Business Operations Management

  • Business Process Analysis

  • Critical Thinking

  • Process Management

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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