Account Management Operations Representative - Private Bank Banking Onboarding & Maintenance
Core
Supports the creation, onboarding, and maintenance of Private Bank accounts by confirming document accuracy, opening/updating account information, and resolving data errors.
Role type
Operations Representative (Account Onboarding & Maintenance)
Builds
Account records and client onboarding files for Private Bank clients
Domain
Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Account management, data verification, risk assessment, procedural compliance, data error resolution, partner communication, task prioritization
Preferred skills
Financial Center experience, heavy caseload management, Microsoft Excel, multi-system navigation, process improvement
Technologies
Internal banking systems, Microsoft Excel
Responsibilities
Confirm accuracy and completeness of client documentation for account onboarding or maintenance; Approve or decline account opening requests based on established guidelines; Research and resolve data inconsistencies in client documents and internal systems; Respond to internal business partner inquiries via email; Manage a case load of onboarding requests by prioritizing tasks to ensure same-day or 24-hour completion
Seniority
Entry-level to Junior, standard independence
