Branch & Private Banking Operations Specialist

United States·Hauppaugemid

OperationsOperations Specialist

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Quick Summary

Key Responsibilities

Review all IRA transactions to ensure accurate documentation is completed for all transactions. Support branch and Private Banking network in establishing new accounts, withdrawals, RMD’s,

Technical Tools

OperationsOperations Specialist

What We Offer

~1 min read

Responsibilities

~1 min read

Qualifications:

→College degree preferred or a combination of education and experience.

→Minimum 2+ years’ banking experience preferred.
→Knowledge of all IRA rules and regulations.
→Experience and knowledge of banking regulations.

→Self-starter with demonstrated ability to work both independently and efficiently.
→Outstanding time management skills and interpersonal skills.
→Ability to work with all levels within the organization.
→Possess excellent oral and written communication skills.
→Organized and detail oriented and exhibit flexibility and willingness to work at a rapid pace.
→Excellent critical thinking and problem-solving skills.
→Proficiency in Microsoft Office and various banking third-party platforms.

→Must be able to find a high-volume, dynamic, and team-focused environment engaging.

Location & Eligibility

Where is the job

Hauppauge, United States

On-site at the office

Who can apply

About this job

Pay per year: $50,000–$60,000 a year; 10% below the $60,840 median for Operations Specialist jobs on Jobera (945 salaries).
Who can apply: United States
Posted: Today
Employer: has 21 open jobs on Jobera.