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Deposit Operations Associate - 18-00400
Ref No.: 18-00400
Location: Santa Clara, California
Position Type:Contract
An Operations Associate is responsible for, but not limited to, the following functions:
  • Performs the quality control and implementation process on all deposit, cash management, and international products.
  • Responsible for the on-boarding of new clients and cash management services, department's daily operations, monitoring of department reports, and compliance with bank regulations.
  • Provides operational support to internal business partners, including but not limited to Client Advisory Services, Sales teams, and multi-sourcing staff.
  • Works closely with the BPO staff and is readily available to provide general assistance with inquiries and supports growth.
  • Works on a variety of assignments that are simple to moderately complex in nature that requires banking knowledge or expertise
  • Must be able to handle general procedural questions
Job Skill Level
  • Operations Associate must have a general ability to multi-task and support cross-functional teams.
  • They must display good written and verbal communication skills and a general ability to work well independently as well as part of a team.
  • An Operations Associate should have a broad understanding of Bank products, regulations, processes and procedures.
  • Must be able to provide basic operational support to internal business partners on simple to moderately complex requests.
  • Individual must posess general problem solving and research skills - demonstrating a general ability to to analyze a client request and escalate when necessary.
  • This person will often partner with the Operations Advisors to provide guidance on issues and escalations.
  • Good client service skills is a must
Education/Qualifications
  • Bachelor's Degree, or 3 years equivalent banking experience