Senior Deposit Operations Associate

Raymond James; Pittsburgh (Allegheny County); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player seeks a Senior Deposit Operations Associate to oversee client account implementations and provide exceptional support. In this pivotal role, you will manage client profiles, ensure seamless account setups, and collaborate with various teams to meet service levels. Your expertise in deposit products will be crucial, as you assist in training new employees and maintaining high-quality standards. Join a company that values integrity and client-first principles, where your contributions will enhance the client experience and drive operational excellence.

Qualifications

• 5+ years of experience in bank operations, particularly in deposit operations.
• Strong understanding of deposit products and related processes.

Responsibilities

• Manage client profile agreements and account set-up processes.
• Provide ongoing client support and troubleshoot deposit issues.

Skills

Knowledge of Deposit products

Client service skills

Communication skills

Teller work experience

Ability to work in fast-paced environments

Education

High School Diploma

Bachelor’s in Accounting

Bachelor’s in Business Administration

Bachelor’s in Finance

Job description

Senior Deposit Operations Associate page is loaded

Senior Deposit Operations Associate

Apply locations Pittsburgh, Pennsylvania - United States time type Full time posted on Posted 2 Days Ago job requisition id R-0003111

Job Description

Summary of the Position:

The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation related to the Implementation of an account set-up. In addition, the employee conducts the Implementation process for new accounts, performs maintenance on existing accounts, performs teller work functions, manages escrow sub accounting clients, provides training to new employees, performs ongoing client support, and troubleshoots any issues related to client deposits and returns. The Senior Deposit Operations Associate will maintain a solid understanding of all Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS.

Primary Functions of the Position:

• 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

Education and Experience Requirements:

• 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

Essential Skills and Abilities:

• Demonstrates knowledge of all Deposit products, systems, and related processes
• Candidates should have experience with Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS
• Candidate should possess branch knowledge, such as teller work, new account opening, and client service requests
• Ability to communicate effectively in writing and over the phone
• Ability to work in a fast-paced, high-intensity work environment
• Job may require additional hours of work during peak periods to meet service levels

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor. Priority will be given to protected veterans. EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

About TriState Capital and Raymond James

An independently chartered bank subsidiary of Raymond James, TriState Capital offers commercial and industrial banking, commercial real estate expertise, treasury and liquidity management, and private bank lending, with a focus on serving established middle-market businesses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities, with locations and subsidiaries across the United States, Canada, the United Kingdom and Germany. The company is listed on the New York Stock Exchange under the symbol RJF.