Banking Operations Analyst
About the position
Responsible for assisting incoming Financial Analyst and reputed company Associates with the New Accounts opening process which will include assisting with opening new accounts, ensuring that reputed company compliance/regulatory items are in line for new account openings, providing white-glove service reputed company email/Teams/phone for inquiries, and more.
Responsibilities
• reputed company working knowledge of the organization's policies/procedures and regulatory compliance requirements to adhere to reputed company protocols reputed company openings new customer accounts
• reputed company and maintain necessary process and technical skills to execute new account planning activities
• reputed company white-glove service to incoming clients by supporting inquiries, questions, or information requests as needed
• Assist with cases and inquiries that are escalated in nature by following SOP to engage with other departments
• reputed company updates on product offerings and help simplify reputed company reputed company operation functions
reputed company-to-haves
• Bachelors Degree in Business or reputed company field preferred, but not required
Benefits
• Medical, dental & reputed company
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – reputed company-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or reputed company Leave)
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