Private Banking Operations Associate Jobs

Minimum 5 years of experience in client service, banking operations or Private Banking relationship management support required.

Minimum 2 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.

Strong risk management and operations knowledge.

Comply with all Bank policies and procedures and ensure adherence to the Bank’s regulatory requirements.

Minimum 2 years of experience in a banking or financial services environment required

Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.

Requires excellent working knowledge of complex Bank products/processes and legal/regulatory requirements.

Experience working in a fast paced environment that demands strong organizational, technical and interpersonal skills.

Strong working knowledge of IBS Insight, Vsoft, Synergy, Efunds Exceptions Desktop, and Guardian Analytics or equivalent experience.

Minimum 2 years of branch or back office banking experience.

Minimum 2 years of experience with Outlook and Microsoft Office Applications

Good oral and written communication skills.

Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting, or related field. Required

7-10 years of Sales experience. Strong knowledge of all banking products. Strong business development experience. Complexity-High. Advanced credit skills. Required

This position is not eligible for 100% remote work, but will have some work from home flexibility.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.

Personal banking, loan, investment and insurance benefits.

Two years of experience in operations support

Work to organize projects and communications throughout the division

Build reports that support divisional initiatives

Analyze data and report findings to key stakeholders

Support and communicate compliance changes

Represent the division at quarterly meetings

Inform management and other teams if unable to locate and correct the cause of processing error or failure

Provide support and backup for the processing of Cash Management transactions

Identify and resolves Fiserv Premier software issues with vendor; escalating to management when necessary

Dependability – follow instructions and respond to management direction

Knowledge of Data Entry systems and standard PC software; basic knowledge of ITI software

Help manage printer resources, including forms and paper, monitor all supplies and ensure proper inventory

Strong organizational skills and the ability to effectively manage competing priorities

Bachelor's degree with a minimum of one to three years of experience in financial services

Proven analytical skills, problem solving ability, and a control mentality

Excellent communication and client service skills

Support various businesses, including the Residential Mortgage Desk and SSG Desks

Process monthly remittances received from external servicers.

Organizational and time management skills

Knowledge of bank regulatory and compliance requirements impacting loans and deposit processing

Minimum of five (5) years of previous experience in Banking, Sales and/ or Administrative support

Intermediate knowledge of bank workflows and processes

Knowledge of various departments within the bank

Knowledge of Tailored Wealth organizational structure

Identify and report all risk and compliance issues, breaches and suspicious activities to management.

Prioritize and manage own workload to meet service level agreements and internal service delivery standards.

Knowledge of pertinent spreadsheet and word processing software

Bachelor’s degree in Business, Finance or Accounting

Minimum of 2 years’ securities industry experience

Knowledge of Trust accounting systems

Complete the certification process of W-8s & W-9s with the IRS.

Complete account maintenance, including name changes, address updates, security deposit, tenant reference and cost center changes on the appropriate system.

Complete daily verification of all the work types to ensure accuracy of completed activities.

Promote an environment that supports diversity and reflects the M&T Bank brand.

Complete other related duties as assigned.

Requires excellent working knowledge of complex Bank products/processes and legal/regulatory requirements.

Experience working in a fast paced environment that demands strong organizational, technical and interpersonal skills.

Strong working knowledge of IBS Insight, Vsoft, Synergy, Efunds Exceptions Desktop, and Guardian Analytics or equivalent experience.

Minimum 2 years of branch or back office banking experience.

Minimum 2 years of experience with Outlook and Microsoft Office Applications

Good oral and written communication skills.

SKILLS AND EXPERIENCE WE’RE LOOKING FOR

3-6+ years of experience in banking, accounting, financial services or related fields

Effective problem solving and critical thinking skills along with the ability to use discretion and good judgment

Excellent Client Service skills with ability to communicate complex issues to individuals with varying levels of product expertise

Enhance and improve our processes and functions by developing a deeper understanding of the function and becoming a technical expert

Collaborate with our technology and business partners as well as external contacts to improve strategic process workflows

Excellent operational and follow-up skills with the ability to manage complex work.

3+ years’ experience in client service or operations with brokerage/financial industry required.

Bachelor’s degree or equivalent work experience preferred.

Intermediate technical skills, with the ability to use multiple applications simultaneously and efficiently, including Windows, internet research, database systems, and email.

Engaging interpersonal, verbal, and written communication skills.

Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.

Experience in project management and leading company-wide initiatives

Significant experience developing process flows, procedures, and requirements to be utilized by both operations, the business, and engineering teams

Map out all back-office banking and investment operations processes, including integrating regulatory requirements, customer communications, and necessary customer-level information

Draft written process flows for operations processes and requirements for each back-office process

Subject Matter Expertise level knowledge of deposit, credit, investment, and back-office processes, including the development and implementation of new processes

Prior experience in back-office for both banking and investment companies

Business Management, Finance, or Accounting experience

Compensation: salary commensurate with experience + great benefits!

At least 5 years of related experience

Acts as the primary backup for the Banking Lead to support the daily settlement and corporate credit card processes.

Ability to analyze decisions and processes influenced by banking.

Strong organizational and time management skills

Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences

Demonstrated track record of achievement with the ability to take initiative in a challenging environment

Self-motivated with a strong sense of ownership and accountability for tasks

Detail oriented and ability to adhere to strict timelines

Ability to multi-task and work in a fast pace environment

Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.

Manage customer relations and new business development with a periodic review of existing loan commitments.

7 years of experience in commercial or private lending

7 years of experience financial sales

What We Can Offer You

Comerica Funded Retirement Plan and 401(K) Matching

Complete data entry based on customer specific documented instructions.

Open and prepare deposits for processing using customer specific documented instructions.

Key deposit batch information into Lockbox application.

Capture check and document images utilizing high-speed imaging equipment.

Complete check keying including dollar amounts and MICR line information.

Process credit card transactions utilizing merchant services application.

Other projects/duties as assigned by the senior management team.

Establish, manage, and create high-quality client proposals, presentations and sales tools for Private Banking and Treasury Management Officers

Exceptional communication skills needed to liaise with providers, vendors, and other professionals.

Assist Bankers with completing the necessary documentation for Beneficial Ownership compliance requirements

Intermediate PC skills (Excel, Word, etc.)

Effective decision making and problem-solving skills

Experience in back office banking and knowledge in banking principles.

Bachelor’s degree in accounting or finance field. Certifications in accounting field.

Advanced level experience in Microsoft Excel, Excel formulas, and lookup skills.

Report all experience and education that is related to this position

Experience in reconciliation of all cash activities with a general ledger system for a financial institution.

Experience with State of MD financial systems such as FMIS/R*STARS, I-5.

Experience in back office banking and knowledge in banking principles.

Bachelor’s degree in accounting or finance field. Certifications in accounting field.

Advanced level experience in Microsoft Excel, Excel formulas, and lookup skills.

experience and education that is related to this position

Experience with State of MD financial systems such as FMIS/R*STARS, I-5.

Experience researching, interpreting, applying and/or auditing laws, regulations, guidelines, or other technical