Providing operational support for banks in financial services industry while managing projects and client relationships. Collaborating with teams to improve workflows and processes.
Responsibilities
You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.
Working with a collaborative team to onboard new banks and custodial agents. Working within a Salesforce based workflow process to manage and support various operational based tasks.
Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
Modeling and building data queries. Involvement in cross-functional Data Lake based projects.
Analyzing and preparing data to present to our clients. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner
Requirements
Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
High competency in Excel, Access, SQL and PowerPoint
Ability to achieve results by managing expectations of both internal and external customers (and outside vendors), communicating in a timely fashion, and utilizing effective procedures and plans in place.
Ability to work independently yet integrate personal results in a team environment.
Able to produce accurate work product.
Ability to analyze and write business requirement documents to improve or expand the functionality of a technology business platform.
Strong analytical and critical thinking skills.
Strong oral and written communication skills.
Financial Services or banking industry experience, preferably in a back-office (i.e., reconciliation, settlement, bank processing) operational role. Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
Territory Manager at Comfort Medical responsible for territory sales objectives and cultivating key business partnerships. Driving market share and sales growth through effective selling strategies and customer engagement.
Account Manager responsible for customer relations and account management at AT&S, a leading global manufacturer of IC substrates and PCBs. Focus on optimizing client accounts and generating new business opportunities.
PR Coordinator at Sundae Creative, specializing in integrated communications and influencer marketing. Collaborating with teams to craft pitches and manage client PR strategies in a fast - paced environment.
Account Manager responsible for fragrance strategy and development for P&G in Shanghai. Building stakeholder relationships and leading innovation in the fragrance category.
Key Account Manager managing Fragrance Consumer Products in Egypt and Libya. Develop relationships with strategic customers while driving business growth and market share.
Account Manager managing and developing client relationships in the cybersecurity sector. Responsible for sales management and optimizing customer satisfaction through various cybersecurity services.
Account Manager handling outbound sales for SMB clients in the high tech industry. Achieving sales targets and building client relationships in a hybrid working environment.
Account Manager securing new Cloud customer wins in a Hybrid role. Collaborating with teams to maximize sales opportunities while working in the tech industry.