Private Banking Operations Analyst

4 weeks ago


Stamford, United States JCW Full time

About Our Client:

Our client, a banking institution in Stamford, is seeking a skilled Private Banking Operations Analyst to join their team. This organization prides itself on delivering exceptional service and innovative financial solutions to its clientele.

Position Overview:

As a Private Banking Operations Analyst, you will play a critical role in supporting the operational functions of trust accounts and cash processing, including ACH and wire transfers. You will collaborate with various teams to ensure the efficient and accurate execution of transactions, compliance with regulations, and enhancement of client satisfaction.

Key Responsibilities:

  • Manage and process trust accounts, ensuring adherence to relevant regulations and internal policies.
  • Oversee ACH and wire transfer transactions, confirming accuracy and timely execution.
  • Conduct reconciliations of cash processing activities to ensure all transactions are accounted for.
  • Collaborate with relationship managers to facilitate seamless client onboarding and account maintenance.
  • Monitor and resolve operational issues related to account management and transaction processing.
  • Prepare and analyze reports on transaction volumes and operational efficiencies.
  • Assist in the development and implementation of process improvements and best practices within the operations team.
  • Ensure compliance with all regulatory requirements and internal controls.

Qualifications:

  • Minimum of 3 years of experience in banking operations, specifically with trust accounts and cash processing.
  • Strong knowledge of ACH and wire transfer processes.
  • Excellent analytical and problem-solving skills.
  • Proficient in banking software and Microsoft Office Suite, particularly Excel.
  • Detail-oriented with strong organizational skills.
  • Exceptional communication skills, both written and verbal.
  • Ability to work collaboratively in a fast-paced environment.



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