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Banking Associate-Wealth Management
Posted via LinkedIn Recruiter (not a company profile)
Posted 4 days ago
About the role
- Banking Associate for Wealth Management needed to process high-volume transactions and support cash in/out requests.
Responsibilities
- Support the wealth line of business with cash in and cash out requests, process high-volume transactions on various banking applications, ensure SLA adherence and accurate processing, review documents meticulously, manage and update Excel spreadsheets, communicate with internal teams, and participate in daily team meetings.
Requirements
- 4 years of banking or financial services experience; customer service experience; proficiency in Microsoft 365 (Outlook, Word, Excel); experience managing large datasets; strong attention to detail; ability to meet SLAs.
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