Summary of the Position:
The Quality Review Team Lead manages a staff of individuals who are responsible for the validation of workflow performed in the Deposit and Treasury areas of Operations. The Quality Review Team Lead will also be responsible for the organization and presentment of all documentation that is related to audit. It is imperative that all SOC and non-SOC related items are performed accurately and timely. The Quality Review Team Lead will maintain a strong understanding of all Deposit products and services, as well as maintain a solid understanding of Treasury Operations. This candidate will work closely with Deposit Operations, Treasury Operations, Wire Operations, ACH Operations, and Private Bank Deposit Services.
Primary Functions of the Position:
- Manages the day-to-day activity of the Quality Review staff
- Assists in development of yearly performance evaluations of the Quality Review staff
- Approves timecards for any non-exempt employees
- Ensures staff is properly and adequately trained.
- Maintains all policy and procedures for audit
- Coordinates the day-to-day activities of the Quality Review team
- Ensures all service levels are met
- Conducts training as needed
- Works closely with Deposit Operations, Treasury Operations, Wire Operations, ACH Operations, and Private Bank Deposit Services
Education and Experience Requirements:
- Bachelor’s Degree Preferred
- A minimum of 5 years of experience, including 2 years of bank operations leadership experience in a deposit operations role.
Essential Skills and Abilities:
- Demonstrates knowledge of all Deposit and Treasury products, systems, and related processes
- Ability to successfully lead a team through proper training and coaching
- Organizational skills that will be imperative to supporting audits
- Candidates should have experience with Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS
- Candidate should have experience with Treasury products including Online Banking, Wire, ACH, and other related products
- Candidate should possess branch knowledge, teller work, new account opening, and client service requests.
- Ability to communicate effectively in writing and over the phone
- Ability to work in a fast-paced, high-intensity work environment
- Job may require additional hours of work during peak periods to meet service levels
Summary of the Position
The Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account process and provides exemplary service and support to our clients. This position must partner effectively with the full Sales organization, Internal and External Counsel, Compliance, Financial Advisors, Family Offices, Operations, and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.
Primary Functions of the Position
- Assures complete and accurate client data is captured in the deposit application, prepares applicable new account documentation, and follows the deposit process through to
- Reviews all client account opening documentation for accuracy, with a thorough understanding of all client agreements that pertain to the onboarding of each client
- Works closely with all members of the Private Bank Service Team in supporting client
- Partners and communicates effectively with Relationship Managers, Internal and External Counsel, Compliance, Financial Advisors, Family Offices, Operations, Clients, and all other authorized parties affiliated with each
- Provides a premier client experience across all client
- Works closely with other teams within operations and throughout the bank to enhance current
- Requires the onboarding of Online Banking set-ups for personal and corporate clients, performs maintenance requests, transmission requests, and other miscellaneous services offered by the
- Participates effectively in assigned
- Responsible for ongoing client support with a wide range of Private Banking Deposit
Education and Experience Requirements
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 5 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Essential Skills and Abilities
- Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
- Exceptional interpersonal and communication skills
- Very strong customer service skills
- Proficiency in Microsoft Office preferred
- Keen attention to detail and understanding of deposit processing systems
- Analytical problem-solving capabilities
- Strong work ethic and ability to be self-directed
- Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
