Account Management Operations Representative – Private Bank, Banking Onboarding and Maintenance

• Perform onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information

• Find criteria to approve/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 escalated challenging issues to leadership as needed

• Independently manage a caseload of onboarding or maintenance requests, prioritizing tasks according to due dates and other factors

• Develop understanding of end-to-end process flow, key steps, basic process controls, and upstream/downstream activities

• Provide quality service and efficient operations support for internal business partners and external clients

• 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 support, with a strong focus on data accuracy, process adherence, and effective communication with internal and external partners. Proficient in managing caseloads efficiently while ensuring compliance with established guidelines.

• Account Management
• Data Analysis
• Standard Operating Procedures
• Customer Service
• Microsoft Excel

• Data Resolution
• Process Improvement
• Risk Assessment
• Documentation Accuracy
• Account Opening Process

• Effective Communication
• Task Prioritization
• Problem Solving

• Operations
• Banking
• Financial Center
• Client Account Information
• Email Communication

• Microsoft Excel
• Internal Bank Systems