Job Description
Job Description Summary Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.
Job Description Job Description
Summary of the Position: The Senior Deposit Operations Associate manages the client profile agreements and all accompanying documentation related to the Implementation of an account set-up. In addition, the employee conducts the Implementation process for new accounts, performs maintenance on existing accounts, performs teller work functions, manages escrow sub accounting clients, provides training to new employees, performs ongoing client support, and troubleshoots any issues related to client deposits and returns. The Senior Deposit Operations Associate will maintain a solid understanding of all Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS.
Primary Functions of the Position: - Assists the Deposit Operations team lead on daily tasks
- Performs client implementation set-up, maintenance requests, teller work, and quality review
- Manages Escrow clients as it relates to sub accounting
- Assists with new employee training
- Ensures all service levels are met
- Responsible for ongoing client support
- Works closely with Relationship Managers, Sales, Wire Operations, Treasury Operations, ACH Operations, Loan Operations, Capital Markets, and Compliance to effectively execute the responsibilities of the position
Education and Experience Requirements: - High School Diploma or equivalent; post-secondary education preferred
- Minimum 5 years of experience, including 2 years bank operations experience in a deposit operations role
Essential Skills and Abilities: - Demonstrates knowledge of all Deposit products, systems, and related processes
- Candidates should have experience with Deposit products including Checking, Money Markets, Certificates of Deposits, and CDARS/ICS
- Candidate should possess branch knowledge, such as teller work, new account opening, and client service requests
- Ability to communicate effectively in writing and over the phone
- Ability to work in a fast-paced, high-intensity work environment
- Job may require additional hours of work during peak periods to meet service levels
Education High School (HS)
Work Experience General Experience - 7 to 12 months
Certifications Travel Workstyle Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Tags
Work experience placement,