Deposit Ops Lead: Client Onboarding & Support

331 TriState Capital Bank; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Parental leave

Job summary

Raymond James in the United States is seeking a Senior Deposit Operations Associate to manage client profile agreements, document handling, and account set-ups. The role covers deposit products, teller duties, escrow sub accounting, and training for new staff.

The position emphasizes collaboration with Relationship Managers and various operations teams to ensure service levels are met and ongoing client support is provided. A strong background in deposit products and branch knowledge is required.

Qualifications

• High school diploma or equivalent; post-secondary education preferred.
• Minimum 5 years of experience, including 2 years bank operations experience in a deposit operations role.

Responsibilities

• Assists the Deposit Operations team lead on daily tasks
• Performs client implementation set-up, maintenance requests, teller work, and quality review
• Manages Escrow clients as it relates to sub accounting
• Assists with new employee training
• Ensures all service levels are met
• Responsible for ongoing client support
• Works closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, and Compliance to effectively execute the responsibilities of the position

Skills

Deposit products knowledge

Teller basics

New account opening

Client service

Written communication

Education

Bachelor's in Accounting

Bachelor's in Business Administration

Bachelor's in Finance

Job description

Raymond James in the United States is seeking a Senior Deposit Operations Associate to manage client profile agreements, document handling, and account set-ups. The role covers deposit products, teller duties, escrow sub accounting, and training for new staff.

The position emphasizes collaboration with Relationship Managers and various operations teams to ensure service levels are met and ongoing client support is provided. A strong background in deposit products and branch knowledge is required.