A Deposit Operations Advisor I is responsible for, but not limited to, the following functions:
Managing daily operations and contributing towards successful service level agreements.
General Knowledge of 80% of department processes & services supported by GDO
Process approx. 500 client request per month
High attention to detail, accuracy rate of 97%
Actively participate in team and department meetings & department projects
Manage Department Reports
Effectively Manage Workflow tool and client inquiries
On-boarding of new clients, deposit products and cash management services.
Review client tax certification forms for completeness and monitor client profile info for FATCA compliance.
Provide operational support to internal business partners, including but not limited to Client Advisory Services, Sales teams, and other internal business partners.
Ensuring department procedures are current
Must have a strong ability to multi-task, handle high volumes, and support cross-functional teams
Must display strong written and verbal communication skills
Must have a solid understanding of Bank Products, regulations, processes and procedures
Ability to independently research and solve simple to moderately complex scenarios
Highly adaptable and resilient, must be open to new ideas and willing to support fluid workflows.
Solid networking skills, strong ability to build trusting relationships with customers and colleagues.
Effectively manage all tasks and responsibilities in a timely manner with high quality.