Senior Financial Center Associate - Floater
Core
Backs up the Financial Center Manager to maintain bank operations, support Private Client Groups, and assist clients across various locations.
Role type
Senior Financial Center Associate (Floater)
Builds
Bank operations continuity and client service delivery
Domain
Banking / Financial Services
Required skills
Teller experience, supervisor experience, wire transfer knowledge, compliance adherence, problem-solving, client relationship management
Preferred skills
Ability to work independently, manage multiple projects, build stakeholder relationships
Technologies
None stated
Responsibilities
Open and close Financial Centers, handle facilities issues, review teller work, process invoices and audits, service client accounts, assist with wire transfers and new account paperwork, resolve operational issues, complete compliance training
Seniority
Senior, hands-on IC