Work in conjunction with the Lending, CRM and Operations Teams to coordinate asset movements and resolve related issues. Ensure adherence to CS policies.
We Offer :
1.Review and approve requests to release collateral and approve trade purchases in a collateralized account.
2.Check loan availability on the loan system, confirm account numbers are accurate and coordinate approvals with Relationship Associates and Pershing
3.Resolve issues related to asset transfers as they arise
4.Recognize when to escalate asset movement related issues for certain dollar amounts.
May perform other reconciliation/reporting duties and responsibilities that management deems necessary from time to time.
You Offer :
EDUCATION and/or EXPERIENCE
M.B.A. preferred.. Private Banking professional experience preferred.
BUSINESS COMPETENCIES
1.Attention to detail, extremely organized, motivated individual, with demonstrated initiative and adaptability
2.Ability to work independently
3.Excellent teamwork, interpersonal and conflict resolution skills
4.Ability to effectively prioritize and multi-task in a high-stress, high-pressure environment
5.Proficient with Excel
6.Proficient in Core Banking System and Market Data Systems
QUALIFICATIONS
Applicant must have ability to handle heavy work load while remaining focused in a fast paced team environment. Excellent written and verbal communication skills required.
1. Ensure adherence to internal policies, procedures and record keeping requirements
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