Bank Relations Analyst, Specialist

The Vanguard Group; Malvern (Chester County); On-site; USD 75,000 - 95,000; Full time

Job summary

Vanguard seeks a Bank Account Management Analyst to oversee monthly account reconciliations and quarterly attestations. You will partner with relationship managers to service internal clients and external banks, ensuring strong controls and timely insights.

The role emphasizes analytical problem solving, teamwork across business units, and the ability to lead process improvements while adopting new technologies and best practices. Hybrid work model in a dynamic environment.

Qualifications

• Minimum of three years related work experience.
• Undergraduate degree or equivalent combination of training and experience.
• Finance degree preferred.
• Detail oriented and proven self-starter with ability to work independently and within teams.
• Global Banking experience preferred but not required.
• Ability to work effectively in a team environment.
• Demonstrated ability to lead, train, and empower other crew members.
• Proven analytical root cause analysis and problem-solving skills.
• SharePoint dashboarding and Power Query knowledge a plus.

Responsibilities

• Leads the monthly account reconciliation and quarterly attestation process.
• Partners with relationship managers in the execution of client service needs.
• Executes and/or assists with processes that support the bank strategy controls environment.
• Provides analysis and reports to management.
• Serves as primary liaison between internal contacts and global banking partners.
• Anticipates client needs and responds to inquiries.
• Ensures business unit service levels indicate accurate measures.
• Escalates service level issues to management when necessary.
• Identifies priorities and recommends strategic plans and workflow solutions.
• Independently resolves complex problems and exercises judgement in elevating issues.
• Recommends enhancements to workflows and procedures.
• Integrates new or existing technologies into workflows and communicates updates.
• Provides consultation, facilitation and analytical support to ensure internal controls are aligned.
• Provides consulting to business partners on account opening best practices.
• Participates in special projects and performs other duties as assigned.

Skills

Analytical skills

Problem solving

Root cause analysis

Teamwork

Power Query

SharePoint

Education

Undergraduate degree

Finance degree preferred

Tools

Power Query

SharePoint

Job description

Bank Account Management Analyst

Leads the monthly account reconciliation and quarterly attestation process, which are established to ensure complete and accurate account populations and ownership details. Partners with relationship managers in the execution of client service needs for all internal clients and custodian/treasury banks. Executes and/or assists with processes that support the bank strategy controls environment. Provides analysis and reports to management. Serves as primary liaison between internal contacts and global banking partners. Anticipates client needs and responds to inquiries. Ensures business unit service levels indicate accurate measures. Partner within the business unit and with external banks to proactively maintain services levels. Escalates service level issues to management when necessary. Identifies priorities and recommends strategic plans and workflow solutions on assigned initiatives. Independently resolves complex problems and exercises judgement in elevating issues. Recommends enhancements to workflows and procedures. Integrates new or existing technologies into workflows and communicates updates to all business partners, analyzing impact, preparing environment for change, and updating or creating procedures. Provides consultation, facilitation and analytical support to ensure internal controls are properly aligned and implemented. Provides consulting to business partners on account opening best practices. Participates in special projects and performs other duties as assigned.

What it takes:

• Minimum of three years related work experience.
• Undergraduate degree or equivalent combination of training and experience.
• Finance degree preferred.
• Detail oriented and proven self-starter with ability to work independently and within teams.
• Global Banking experience preferred but not required.
• Ability to work effectively in a team environment.
• Demonstrated ability to lead, train, and empower other crew members.
• Proven analytical root cause analysis and problem-solving skills.
• SharePoint dashboarding and Power Query knowledge a plus.

Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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