Wealth Management Operations Analyst
Core
Managing and overseeing client monetary transactions, specifically domestic and international wire transfers and related payment activities for the Wealth, Corporate, Commercial, & Institutional Banking division.
Role type
Operations Analyst (Financial Transactions)
Builds
Accurate, timely, and compliant processing of high-value financial transactions
Domain
Banking / Wealth Management / Payments
Deliverable
client delivery
Required skills
Analytical skills, problem-solving, decision-making, process improvement, risk identification, root cause analysis, regulatory compliance knowledge, attention to detail, prioritization
Preferred skills
Wire transfer operations experience, treasury operations, payment processing, banking operations, wealth management services
Technologies
Microsoft Office, business systems
Responsibilities
Manage and oversee client monetary transactions, ensure accurate and compliant processing of high-value financial transactions, troubleshoot complex scenarios, analyze information from multiple sources, maintain a strong control environment
Seniority
Mid-level, individual contributor
