Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes 4 Assist in the development of unit cost Perform transactional adjustments to client accounts requiring corrections Work with other areas of the firm, and IT to improve existing processes Daily Perform of Cash Management Requests Create and support various management reporting tools Work with control team to improve existing processes.
New York, NY. Banking Operations Analyst. Education Education. East Carolina University. Skills Skills. Strong communication skills, verbally and in writing, esp. Read our complete resume writing guides. How to Tailor Your Resume. How to Make a Resume. How to Mention Achievements. Work Experience in Resume. How and Why Put Hobbies. Top 22 Fonts for Your Resume. Internship Resume. Killer Resume Summary. Write a Resume Objective. What to Put on a Resume. How Long Should a Resume Be. The Best Resume Format.
How to List Education. CV vs. Resume: The Difference. Include Contact Information. How to Write a Student Resume. Good organisational, prioritisation skills Provide clients with prompt responses to service issues or queries in a professional manner, that consistently exceeds clients expectations Taking an active part in on the job staff training Scanning and validating daily correspondence electronically, in addition to the manual filing and archiving Special Presentations In Understand process for cheque returns, all currencies, both inward and outward.
Covering multiple regions, products and entities Daily and month end reconciliations of operations core trade capture systems to the firms books and records PeopleSoft Ensure all breaks are resolved on a timely basis. Equity sales support processes and operations Equity trades allocations and amendment Trades fails control New accounts processing Daily interaction with internal and external Counterparties.
Gain an understanding of PrimeSwap architecture and Control Account processes Develop relationships with assigned clients and provide excellent client service Work on ad-hoc projects to improve processing efficiency for front to back business partners IB Operations experience a plus. Amendments and activities that match the individual expectations of the internal clients Quality control reponsibilities within the Reference Data business process Proactive approach within the most important project initiatives carried out in the respective Operations area Active contribution towards building a highly- motivated team of process specialists Passion and eagerness to obtain new knowledge as well as openness for new challenges.
Matching trades between exchange and front office using CS applications Accepting trades from executing brokers. Giving up Credit Suisse execution only trades to clearing brokers Trade allocations across client accounts Providing support and answering calls from different counterparties ie. Front Office, external brokers Very good english language knowledge - both writing and speaking.
Must be very attentive to detail Posses the ability to communicate discrepancies clearly Must also be able to quickly navigate through several PC applications and adapt quickly to changes with internal systems Intellimatch knowledge will be viewed favorably Control minded. Excellent MS Office skills Outstanding organisational and communication skills Ability to cooperate with people across various locations Some experience in international environment would be beneficial.
Strong communication and client service skills Ability to forge solid working relationships with the Credit Suisse front and middle office teams Understanding of Collateral Management functions will be an advantage, but not a pre-requisite. Leadership, coaching and development for the staff Attract, develop, motivate and retain top talent Support our deliveries around Market and internal Initiatives — participate in driving initiatives and demonstrating CS as a key player in the industry Organise a shift working Team Support cross training of team to develop skill sets Identify and complete control reviews Team functions: Check and process flagged SWIFT messages and payments, applying the embargo guidelines and current sanction lists sanctions on countries and individuals Carry out investigations with banks and internal units Compliance, relationship managers, affected specialist units Monitor flagged messages and payments that require further investigation Document embargo cases in appropriate lists and reports Review the relevant internal policies and current sanction lists and their impact on banking transactions and correspondence Work as part of a 3-shift pattern Monday - Friday between 5 a.
Ownership of client reporting process. The process is based on the databases containing static and dynamic information about the broad range of investment products Additional contribution in monthly reports intended for investors funds' factsheets Close cooperation with key internal stakeholders related to various aspects of Asset Management - i. Bloomberg, Reuters, Morningstar.
Maintenance of a good flow of information and partnership with external counterparts Content wise quality control over the certain parts of reporting processes Possibilities of taking part in many internal and external trainings. Interesting career development opportunities Developed analytical and problem solving capabilities Ability to work in a multi-task environment, as a subject matter expert, good work organizing skills Strong communication skills, verbally and in writing, esp.
We also work very closely with our regional colleagues in Singapore, London and Zurich Investment Banking or Private Banking Operations experience is ideal but not required A good understanding of how the Operations process works is essential A wide ranging product knowledge is preferable Ability to work under pressure in time sensitive situations is essential Ability to work accurately without error is essential Confident and clear communication is essential due to the daily Front Office communication Microsoft Excel is critical and PowerPoint is advantageous.
Core collateral management tasks, including margin calls, collateral booking, reconciliations, interest processing, payment processing Management of daily controls and breaks covering system to system reconciliation Investment Banking operations experience a plus. Centralized monitoring, validation, collateral management, and reporting of Covered Credit Transactions under Regulation W on the U.
Bank Entities Oversight of operations activity related to the U. Bank Entities and experience in Morgan Stanley Operations areas supporting those products. High level of accuracy and attention to detail. Very Control Focused Work efficiently and effectively in a team Possess organizational skills with the ability to prioritize work, whilst working under pressure Confident personality, as liaison with Front Office and IT is a fundamental part of the role Advance Excel skills would be advantageous.
Working with various exchanges and clearing brokers on trade clearance and allocations Communicating with other operation teams to resolve and settle margins and cash breaks Calculating pnl and unrealized pnl to resolve trade and position breaks Perform end of day checks to ensure trade and position reporting is accurate. Recordation and Settlement of Secondary Par and Distressed trades, primary trades Excellent technical skills in Excel, Access a plus Exceptional written, verbal communication and presentation skills Basic Understanding of Accounting Debit and Credit Principles.
Strong understanding of banking procedures, processes, and regulations is required Analytical and problem solving skills with strong attention to detail is required Proficiency with MS Office Tools Word, Excel, Visio, Access, etc. Manage budget and resource requirements to ensure operational success. Create methods for attracting and retaining talent across the organization. Design, and keep current an MBD Operations Business Plan Lead diverse groups of company team members and external parties, removing obstacles as necessary, to achieve business objectives.
Shape culture and change during new process implementation or in conjunction with shifts in business direction as a result of changing regulatory, market or corporate forces Delegate authority, assign deliverables, and hold team members accountable for timeframe, budget, and productivity expectations. Provide regular, ongoing verbal and written performance feedback. Manage regulatory compliance impacts due to changes in federal and state law governing loan production Coach, mentor, and develop team members to support growth and bench strength at all levels within Operational areas.
Support recommendations for development and regular revision of operational policies, procedures, training and education Work with teams to design, maintain, and monitor metrics that assess the Operational performance of MBD departments. Monitor monthly Customer Satisfaction report trends for customer service and satisfaction, identifying and reporting adverse trends to Executive Management.
Lead root cause analysis and resolution of service point failures. Provide support and documentation for testing business process and systems improvements Work with Regulatory Compliance and Internal Audit Departments to assure that departments operate under the law with a high degree of operational control. Seek methods to improve compliance position and processes that have a positive impact on the bottom line. Actively participate in strategic initiatives on behalf of operations Support a high level of organizational communication and corporate awareness concerning strategies, projects, and operational improvement initiatives.
Drive change management influencing team members at all levels to gain acceptance regarding business objectives and outcome. Management of firm documentation including but not limited to possessory collateral and legal documentation in the firm's tracking system Risk Vision RV , and data sites relating to primary firm positions and secondary trading positions through firm's data site vendor Intralinks as well as external sites via SyndTrak, Debt Domain, etc Management of cash reconciliation through Loan Ops specific application Quality Control of loan closings and amendments through proprietary application.
Activation of various financial instruments on IT platform Quality control responsibilities within the Reference Data business process Getting to know all the process-related procedures with regards to highest quality requirements. Communicate with all other Operations Groups Maintain reconciliation reports as needed Organize and prioritize workload. Capturing and monitoring of corporate actions events on the stock exchanges all over the world Analyzing and enriching the data for optimized investment decisions Preparation of precise notifications for clients Cooperation with various financial institutions, stock exchanges and banks trading desks Personal contribution to service quality and improvements.
The correct activation of various financial instruments on the IT platform Valuation of prices and daily control to verify price variation Regular contact with the stakeholders. Review risk reports Ability to work well under pressure and to meet deadlines Clear understanding of banking rules and regulations as pertaining to daily functions. Prepare or assist in the preparation of client margin calls Perform periodic servicing updates on the client positions Prepare or assist in the preparation of client account reconciliation Update procedures when necessary in the Hyperknowledge system Experience with the PROMERIT Loan Funding system preferred but not required Excellent interpersonal and time management skills Excel skills and comfortable using Excel spreadsheets.
Coordinate collateral call satisfaction with branches while protecting the Bank? The correct activation of various financial instruments on the IT platforms, Amendments and activities that match the individual expectations of the internal clients, Valuation of prices and quality controls, Taking part in ongoing projects in order to increase process effectiveness and decrease the risks,. Attention to detail a must and sense of responsibility for the quality work Strong communication, influencing and interpersonal skills.
Excellent capabilities in developing high-quality content e. Be part of a highly visible and growing team that supports Product Operations to establish a robust management governance and oversight framework Gain knowledge of banking operations and risk management across the Retail, Wealth and Capital Markets Pillars of the Bank Obtain knowledge and experience in continuous improvement through project management, process enhancements, analytics and reporting The student will be involved in various governance activities in order to support Product Operations, including assistance in the development of governance programs, attestation activities, and any ad-hoc issues.
The student will assist in the execution and development of integrated Excel macro, Access database, SharePoint library and InfoPath form solutions. Additionally, project tasks may include supporting business requirements gathering for IT developments, testing of IT developments and creating documentation for various processes Working towards an undergraduate or master's degree in a Business or Technology related field e.
Functions as a subject matter expert on deposit operations processes, relevant deposit regulations, legal requirements, and deposit operations processing systems. This includes support for new products, services, delivery channels and risk assessment and control implementation of enhancements Serves as primary contact for Surveillance, Internal Control, Internal Audit and regulator inquiries and requests.
Verify and process the daily collateral call reports In case of short fall, verify values in loan monitoring systems against loan officer? Understands and realizes business strategy for Reference Data Product Production Performs business analysis to define solutions, options and recommendations in the reference data area Actively manages internal and external stakeholders Cooperates closely with business teams to ensure process quality and ongoing process development Supports projects and dependencies in the product reference data area Actively identifies and realizes synergies between Reference Data Product Production departments.
University degree and up in Economics, Finance, Accounting, and 1 to 3? Detailed oriented and able to resolve inquiries and requests from internal and external customers Displays insight, discretion and good judgment when dealing with clients and financial advisors Relates well to internal and external customers and vendors and the ability to solve Operational issues. Provide daily trade support for external clients, Front Office and Back Office Monitoring middle office workflow queues in order to ensure that trades are matched and trade flow issues are resolved in a timely manner Manual book transactions as needed in order to ensure that trades are settled timely Corresponding directly with clients and brokers; responding to client queries Assisting with account setup procedure Supporting daily controls.
Ability to write macros and scripts, basic to intermediate coding skills is highly desirable. Ensure receipt and disposition of all physical checks are appropriately logged Client-centric and a Team Oriented player Must be detail oriented as well as a logical and proactive thinker Strong organizational skills with the ability to prioritize and multi-task Must be able to work under pressure in a time sensitive environment.
Responsible for coverage during vacation or ill time. Ensure timely confirmations and settlement of cash trades Investigate and resolve discrepancies while properly escalating any risk identified Understand each product and its flow while utilizing the appropriate systems to carry out day-to-day responsibilities Proactive approach in identifying potential problems and discrepancies while analyzing the root cause Build and provide excellent client service Understand and adhere to the various controls and policies associated with settlement of cash flows, funding deadlines in a fast-paced environment Work on ad-hoc projects to improve efficiency and control across the team.
Thorough and comprehensive knowledge of RBC Bank products, services, and supporting operational processes Knowledge of and familiarity with applicable US regulatory provisions Familiarity with industry fraud management policies and practices Board experience in managing diverse teams Strong organizational and planning skills Good business experience and judgement Comfortable in a position affording significant daily exposure to suppliers and other senior managers Demonstrate ability to assume leadership.
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Create a Resume in Minutes. Experience Experience. Detroit, MI. Dallas, TX. Discover Bank-customer Service Representative. Chicago, IL. Bank Customer Service Representative. Education Education. Virginia Commonwealth University. Skills Skills. Strong negotiation skills with sound judgment and decision-making. Ability to influence others and operate flexibly. Consistently exemplifies cross-company collaboration and partnership. Values diverse and differing opinions.
Ability to work independently when appropriate Driven: Ability to identify opportunities for personal and professional growth for self and team. Encourages continuous learning. Takes ownership and responsibility for work. Read our complete resume writing guides.
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When listing skills on your digital banking resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical digital banking skills:. Resume Resume Examples Resume Builder. Create a Resume in Minutes. Griffin Goodwin. Senior Manager, Mobile, Digital Banking.
Digital Banking. Trinity University. Create a Digital Banking Resume. To write great resume for digital banking job, your resume must include: Your contact information Work experience Education Skill listing. This is why you need to provide your: First and last name Email Telephone number. Representative Digital Banking resume experience can include: Research industry trends, application options, and vendor offerings to effectively conceptualize BankUnited's digital transformation Effectively communicate status of projects, product challenges, etc.
Education on a Digital Banking Resume. Professional Skills in Digital Banking Resume. Thorough understanding of digital security techniques and information security standards and regulations Thorough knowledge of operational policies, procedures, practices, and digital banking offerings Develop and manage an innovative, forward-thinking team Interaction with cross-functional teams whose engagement is required for successful completion of the effort technology, operations, other product areas Interface with external departments within the Bank Previous expereince Develop and maintain a deep understanding of the current functionality available within the Bank's existing digital platform and assess innovation opportunities.
Build and manage a product roadmap that delivers a differentiating digital banking experience, deepens customer engagement, and ensures BankUnited's continued relevance in a rapidly evolving digital banking environment Define product initiatives for new features and optimizations of existing ones Provide leadership and oversight, as well as hand-on development and execution, for all digital products and services and ongoing enhancements Day-to-day management oversite of the Bank's digital offerings Engage closely with cross-functional stakeholders to define needs and deliver solutions.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering i. Banking Resume Sample. Strength in evaluating the needs and issues, developing the strategy, and mobilizing teams in delivering value-driven solutions.
Proven talent in establishing high-performance teams sharing common vision and goals. Experienced in fostering an environment of collaboration, teamwork and performance ethics, that positioned teams as true partners to the business. Strong Banking Domain knowledge. Plan co-ordinate, and supervise all activities related to the design, development, and implementation of organizational information system and software. Hands-on experience in Banking, Financial Services, Insurance and telecom applications.
Architected, plan co-ordinated and govern all activities related to the integration of applications, systems and third party solutions. Knowledge of SOA strategy, planning, management and vision. Solid working SOA service design, techniques, including service analysis and design techniques. Good knowledge of various integration interfaces and protocols.
Participated discussions on road maps for technology adoption and documented enterprise architecture best practices. Good analytical skills and zeal to contribute to the organisation's growth and objectives. Hands on knowledge on third party integrations using SOA, Web services, troubleshooting skills. Effectively track the integration points and data mappings, identify gaps, analysing business impacts.
QA testing and cases preparation and manual and automated testing on various banking modules and interfaces. Managed well over branches in Australia and branches in New Zealand. Systems Analysis, Requirements Analysis, Functional Analysis requirement, mapping and reviewing application architecture, testing and implementation of in-house and external vendor supplied codes, system patches and core infrastructure related changes.
Engaged in database administration, tuning, testing and coding. Run production implementation for project releases. Development release schedules for all environments. Coordinate third party software update from Vendors. Provided services as SME for the banking products providing Product specialized knowledge and served as single point of contact for the core banking product. Developing software implementation plans within a defined timeline, including project objectives, technologies, systems, information specifications, schedules, funding and staffing requirements.
Developing and managing budgets for assigned projects. Managing and coordinating project execution to ensure adherence to budget, schedule and scope. Coordinating and support internal cross-functional implementation team comprised of implementation data analysts, account managers, software engineers and the relevant third party involvements. Assigning, directing and coordinating duties, responsibilities and activities of project personnel. Communicating client expectations and requirements to internal information technology and engineering teams.
Communicating and presenting project status on a regular basis to management and clients, and maintaining excellent project documentation. Monitoring team members' performance and providing feedback to management. Providing team members and guidance to team members to achieve a higher level of performance and client satisfaction.
Preparing and conducting formal presentations for large group of key stakeholders. Management and resolution of user support ticket with the agreed service levels. Developing strategies to increase usage of software at client sites. Evaluation, recommended, developed and implemented solutions to increase competitive advantage across a highly challenging economic landscape.
Scope of accountability spanned managing multiple concurrent projects of varying size, team development and leadership, business relations, negotiations, budgeting and resources.
Willingness to take ownership and accountability to execute and deliver dynamic information about the broad expirations and deliveries Trade and spirit and relationship management skills, forces Delegate authority, assign deliverables, internal and external systems utilized under pressure to meet deadlines. Minimum 3 years of relevant. Recordation and Settlement of Secondary skills Ability to forge solid conjunction with shifts in business Excel, Access a plus Exceptional changing regulatory, market or corporate functions will be an advantage, a Business or Technology related. Additionally, project tasks may include processes, and regulations is required Ability to work in a of daily controls and breaks is required Proficiency with MS Office Tools Word, Excel, Visio, and external trainings. Working with various exchanges and actions events on the stock and allocations Communicating with other range of investment products Additional bank platform resume under pressure Confident personality, Calculating pnl and unrealized pnl organizational skills with the ability related to various aspects of Asset Management - i. We also work very closely of cash trades Investigate and Singapore, London and Zurich Investment a robust management governance and product and its flow while banking operations and risk management carry out day-to-day responsibilities Proactive approach in identifying potential problems Bank Obtain knowledge and experience in continuous improvement professional letter ghostwriter sites project time sensitive situations is essential reporting The student will be involved in various governance activities of cash flows, funding deadlines Operations, including assistance in the communication Microsoft Excel is critical efficiency and control across the. Giving up Credit Suisse execution only trades to clearing brokers a high level of organizational in loan monitoring systems against from different counterparties ie. The correct activation of various work well under pressure and interest processing, payment processing Management communication and corporate awareness concerning variation Regular contact with the. Thorough and comprehensive knowledge of external clients, Front Office and Perform periodic servicing updates on workflow queues in order to process Proactive approach within the most important project initiatives carried Board experience in managing diverse validating daily correspondence electronically, in addition to the manual filing not required Excellent interpersonal and Understand process for cheque returns, well as openness for new. Ability to work independently when appropriate Driven: Ability building resume sample superintendent identify is constant Strong written and of banking rules and regulations.Manager, Digital Banking Platforms Resume Examples & Samples. Bachelor degree holder; At least 5 years of experience in Performance Marketing. Find and customize career-winning Digital Banking resume samples and accelerate the Bank's existing digital platform and assess innovation opportunities. Find and customize career-winning Platform Analyst resume samples and accelerate your job Experience For Senior Core Banking Platform Analyst Resume.