Job Description

Job Description

Bank Operations Analyst - Must possess strong Excel and SQL.

This position is a HYBRID ONSITE ROLE. 5 days per MONTH.

• Working with a collaborative team to onboard new banks and custodial agents. Working within a Salesforce based workflow process to manage and support various operational based tasks.
• Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions.
• Modeling and building data queries. Involvement in cross-functional Data Lake based projects.
• Analyzing and preparing data to present to our clients. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
• Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner

You should possess the following experience, skills, and qualifications :

• High competency in Excel, Access, SQL, and PowerPoint
• Ability to achieve results by managing expectations of both internal and external customers (and outside vendors), communicating in a timely fashion, and utilizing effective procedures and plans in place.
• Ability to work independently yet integrate personal results in a team environment.
• Able to produce accurate work product.
• Ability to analyze and write business requirement documents to improve or expand the functionality of a technology business platform.
• Strong analytical and critical thinking skills.
• Strong oral and written communication skills.
• Financial Services or banking industry experience, preferably in a back-office (i.e., reconciliation, settlement, bank processing) operational role. Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.

Company Description

We are passionate about our employees, our customers, and our products! Employees are the most important part of the company — our foundation. By treating them (and their families) well, we know that our customers will get the best that our employees have to offer. We encourage work-life balance by offering the flexibility of a hybrid work environment (flexible telework/remote schedule) along with robust benefits and career growth opportunities.

Company Description

We are passionate about our employees, our customers, and our products! Employees are the most important part of the company — our foundation. By treating them (and their families) well, we know that our customers will get the best that our employees have to offer. We encourage work-life balance by offering the flexibility of a hybrid work environment (flexible telework/remote schedule) along with robust benefits and career growth opportunities.