Custody Operations Analyst – Multiple Levels

Jobtailor; Minnesota; On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a Banking Operations professional to oversee Wealth, Corporate, Commercial, and Institutional Banking client accounts. The role requires delivering day-to-day processing, applying analytical skills, and ensuring regulatory and accounting compliance within a fast-paced team.

You will support custody operations, learn product functions, and contribute to risk controls while collaborating across departments to improve service and efficiency.

Qualifications

• Two years or more of related experience.
• Bachelor's degree.
• Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
• Ability to multitask and meet established deadlines in a dynamic work environment
• Exhibits analytical, problem-solving, decision-making, and organizational skills
• Exhibits customer relation skills, interpersonal, and verbal and written communication skills
• Understanding of regulatory and accounting principles which directly affect Wealth, Corporate, Commercial, and Institutional Banking business lines and clients
• Proficient in Microsoft Office applications, preferably Excel

Responsibilities

• Manage WCIB client accounts and products for various purposes.
• Provide technical, industry, process, and troubleshooting support for products or accounts to a team of operation Specialists within their own unit/discipline.
• Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise.
• Accountable for the completion of daily processing activities.
• Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution.
• Responsibilities have various levels of risk correlating to the type and size of account or product.
• May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.

Skills

Analytical skills

Problem-solving

Decision-making

Organizational skills

Customer relations

Interpersonal skills

Verbal communication

Written communication

Education

Bachelor's degree

Tools

Microsoft Office

Microsoft Excel

Job description

Job Responsibilities

• Responsible for the management and oversight of Wealth, Corporate, Commercial, and Institutional Banking (WCIB) client accounts and products of various types and sizes established by clients for various purposes.
• Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline.
• Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise.
• Accountable for the completion of daily processing activities.
• Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution.
• Responsibilities have various levels of risk correlating to the type and size of account or product.
• May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.

Requirements

• Two years or more of related experience
• Bachelor's degree
• Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
• Ability to multitask and meet established deadlines in a dynamic work environment
• Exhibits analytical, problem-solving, decision-making, and organizational skills
• Exhibits customer relation skills, interpersonal, and verbal and written communication skills
• Understanding of regulatory and accounting principles which directly affect Wealth, Corporate, Commercial, and Institutional Banking business lines and clients
• Proficient in Microsoft Office applications, preferably Excel

Core Competencies

Demonstrates expertise in Wealth, Corporate, Commercial, and Institutional Banking operations, with a strong focus on customer service, risk management, and process efficiency. Proficient in analyzing and resolving issues while adhering to regulatory and accounting principles.

Highest-signal resume keywords

• Wealth Management
• Custody Operational Functions
• Regulatory Compliance
• Customer Service
• Microsoft Excel

ATS Optimization Keywords

Hard Skills

• Custody Operational Functions
• Regulatory Compliance
• Accounting Principles
• Analytical Skills
• Problem-Solving Skills

Soft Skills

• Interpersonal Skills
• Verbal Communication Skills
• Written Communication Skills
• Organizational Skills
• Decision-Making Skills

Industry Keywords

• Wealth Banking
• Corporate Banking
• Commercial Banking
• Institutional Banking
• Risk Management

Tools & Technologies

• Microsoft Office