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Banking Operations Specialist
2 months ago
We are seeking a highly skilled Banking Operations Specialist to join our team at RPC Company. As a key member of our operations team, you will be responsible for ensuring the smooth execution of financial transactions and providing exceptional customer service.
Key Responsibilities- Transaction Management
- Research and resolve custodian issues related to pledging, settlement, quantity positions, cash transactions, and reporting.
- Communicate with custodians to resolve issues and track progress to resolution.
- Customer Service
- Respond to customer inquiries and provide product and procedures information to ensure clients follow transactional standards.
- Onboard new customers and open Safekeeping Accounts.
- Process Improvement
- Identify opportunities to increase efficiencies and automate processes.
- Develop and implement solutions to improve departmental processes and procedures.
- Reporting and Compliance
- Review and approve all investment transactions.
- Ensure compliance with regulatory requirements and company policies.
- Education
- Bachelor's degree in a related field.
- Experience
- Banking industry experience in operations or mortgage.
- Safekeeping knowledge and experience.
- Project management experience.
- Skills
- Excellent customer service skills.
- Strong organization and critical thinking skills.
- Detail-oriented.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft computer applications.
RPC Company is a leading staffing firm that combines industry expertise with a hands-on approach. We are a Veteran-Owned Business, HUB Certified, and a proud member of several industry associations. Our company values include a commitment to excellence, customer satisfaction, and community involvement.