Asset & Wealth Management, Marcus, Money Movement & Reconciliation Team Lead, Analyst - Richard[...]

Goldman Sachs Bank AG; Richardson (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated Analyst to lead their Money Movement & Reconciliation Team. In this role, you will oversee daily operations, manage a dedicated team, and drive customer satisfaction through effective leadership and process improvements. If you have a passion for operations and a knack for enhancing team performance, this opportunity offers a dynamic environment where you can make a significant impact. Join a forward-thinking company that values your leadership skills and dedication to excellence in customer service.

Qualifications

• 3+ years of supervisory experience in a fast-paced environment.
• Strong understanding of customer service and process improvements.

Responsibilities

• Lead and supervise a team of 15-18 representatives.
• Monitor team performance and provide feedback.
• Recommend improvements in business processes.

Skills

Customer Service Experience

Leadership Skills

Process Improvement

Detail-Oriented

Education

Associates or Bachelor's degree

Job description

Asset & Wealth Management, Marcus, Money Movement & Reconciliation Team Lead, Analyst - Richardson, TX

Opportunity Overview

Corporate Title: Analyst

Office Location: Richardson

Job Function: Digital Operations - Management

Division: Asset & Wealth Management

Wealth Management

Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients.

Marcus by Goldman Sachs

The firm’s direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with over 150 years of experience, serving millions of customers across multiple products.

HOW YOU WILL FULFILL YOUR POTENTIAL

You are passionate about operations, leadership, and using digital tools to provide solutions and excellent customer service. You will lead our consumer contact team, coach and develop teams, while providing feedback and influencing new processes.

Key Responsibilities:

• Lead, manage and supervise the day-to-day operations of a team of 15-18 representatives.
• Monitor and evaluate team performance, rewarding positive behaviors and addressing issues as they arise.
• Train and enforce policies to help staff achieve departmental goals.
• Establish schedules for team members.
• Assist with interviewing and selection of team members and serve as a role model.
• Conduct weekly one-on-ones and bi-monthly staff meetings.
• Monitor cases and work closely with QA teams to manage team members' development.
• Create an environment focused on customer satisfaction and professional support.
• Provide hands-on assistance to team members and serve as an escalation point for customer issues.
• Guide management in operational performance to ensure service level targets are met.
• Recommend improvements in business processes and ensure optimal resource utilization.
• Assist in project planning and monitoring to deliver improvements on time.
• Oversee ACH Exception process flow and Outgoing wire processing.
• Manage Money Movement General Ledgers exceptions and escalations timely.

Basic Qualifications:

• Associates or Bachelor's degree or equivalent military experience.
• Minimum of 3 years of supervisory experience.
• Strong understanding of customer service experience and process improvements.
• Self-directed, detail-oriented, and able to work independently in a fast-paced environment.

Preferred Qualifications:

• Leadership experience in a startup environment.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.