Account Management Operations Representative – Private Bank Onboarding & Maintenance

Responsibilities

• Perform onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information
• Find criteria to approve or decline account-opening requests according to established written guidelines and procedures
• Research and resolve data errors by applying procedures and engaging support partners when needed
• Respond to internal business partner inquiries via email and escalates challenging issues to leadership
• Independently manage a caseload of onboarding or maintenance requests, prioritizing tasks by due dates and other factors
• Develop understanding of process flow, key steps, basic process controls, and upstream/downstream activities

• Minimum 6 months’ experience, studies, or knowledge in operations, banking, account management and customer service
• Basic understanding of account opening process and policies
• Experience finding and resolving data inconsistencies in highly detailed client provided documents and internal bank systems
• Experience following standard operating procedures
• Experience interacting with partners via email and chat
• Financial Center experience
• Experience handling heavy caseloads and executing tasks within the same day up to 24 hours
• Experience using Microsoft Excel to analyze data, create lists and track results
• Experience using multiple systems and applications to complete individual tasks accurately and efficiently
• Ability to apply knowledge to improve processes

Demonstrates expertise in account management and operations, with a strong focus on onboarding processes, data accuracy, and compliance with established guidelines. Proficient in using Microsoft Excel for data analysis and managing high volumes of requests efficiently.

• Account Management
• Data Analysis
• Standard Operating Procedures
• Client Communication
• Process Improvement

• Account Opening Process
• Data Resolution
• Risk Assessment
• Documentation Accuracy
• Task Prioritization

• Problem Solving
• Attention to Detail
• Time Management
• Collaboration
• Communication

• Operations
• Banking
• Customer Service
• Financial Center Experience

• Microsoft Excel
• Banking Systems
• Email Communication
• Chat Applications