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Quick Apply
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Full-time
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The role is hybrid, with onsite training followed by a mix of onsite (3 days) and remote work.
The Bank Ops specialist supports the on-boarding activities for the Bank, with an emphasis on operational excellence and superior service
This role contributes and champions process improvement ideas and a culture of continuous refinement and enhanced client experience.
Primary responsibilities include :
Facilitates the Commercial deposit account opening process and account maintenance for the Private Bank, including blocked and controlled control accounts
Exceed customer expectations, by doing the right thing, and working together
Respond to internal / external customer inquiries within 24 hours
Escalate issues to management within 24 hours or raise at daily huddles
Suggest customer experience improvement opportunities as you identify them
Demonstrate ability and willingness to drive these to completion.
Applies and enforces risk mitigation controls
Escalates any exceptions to leadership and other concerned parties
Produces high quality output; completes quality management duties as assigned
Establishes requested accounts in the core system
Solves problems of varying complexity
Executes additional tasks as required
Required :
5+ years relevant banking experience with an operations or customer service team
Ability to effectively communicate with Implementations, Client Services, TS Sales and RMs
Ability to plan and prioritize workload to meet critical SLAs
Experience implementing change and process improvements
Effectively handles multiple priorities with efficiency and accuracy
Proficient in data entry
Strong attention to detail
Effective customer service skills
Fluency in Microsoft applications including advanced Outlook, Excel, Word and PowerPoint.
Ability to understand technical aspects of product / service, both from a functionality perspective but also from an operations / setup perspective and be able to articulate it to a less technical audience (Client and Sales)