Private Banking Ops Analyst – Onsite

eTeam; New York (NY); On-site; USD 65,000 - 100,000; Full time

Job summary

eTeam in New York seeks a Private Banking Operations Analyst with 1–3 years of experience to support operations across lending, deposits and vendor management. You will coordinate with Sales & Trading, Finance, Legal and Technology to ensure settlements and strong controls.

Responsibilities include internal client support for Liquidity Access Line and Express Credit Line products, and contributing to process improvements while maintaining strong client relationships.

Qualifications

• Demonstrated track record of achievement with the ability to take initiative in a challenging environment.
• Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences.
• Self-motivated with a strong sense of ownership and accountability for tasks.
• Adaptable team player.
• Detail oriented and ability to adhere to strict timelines.
• Strong organizational and time management skills.
• Ability to multi-task and work in a fast pace environment.
• Analytical skills.
• Ability to critically evaluate information gathered from multiple sources.
• Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives.
• Strong Microsoft Office skills.

Responsibilities

• Establish and maintain effective relationships to deliver world class services to internal teams across multiple securities-based lending products.
• Internal phone/correspondence support for Liquidity Access Line & Express Credit Line lending products.
• Internal client interactions with Financial Advisors, Branches, and other internal employees.
• Contribute to shareholder value and client outcomes through strong performance and continuous improvement.

Skills

Communication skills

Analytical skills

Attention to detail

Time management

Organizational skills

Multi-tasking

Microsoft Office

Tools

Microsoft Office

Job description

eTeam in New York seeks a Private Banking Operations Analyst with 1–3 years of experience to support operations across lending, deposits and vendor management. You will coordinate with Sales & Trading, Finance, Legal and Technology to ensure settlements and strong controls.

Responsibilities include internal client support for Liquidity Access Line and Express Credit Line products, and contributing to process improvements while maintaining strong client relationships.