• Senior Deposit Operations Associate

    Raymond James Financial, Inc. (Pittsburgh, PA)


    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