Bank Operations Resume Samples

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Experience Experience
Los Angeles, CA
Private Bank Operations Analyst
Los Angeles, CA
Keeling and Sons
Los Angeles, CA
Private Bank Operations Analyst
  • Administer Private Bank monitoring program, identify areas of improvement, and communicate results to management verbally and in writing
  • Consult with management and staff to identify root cause of any deficiencies, develop action plans and track for completion
  • Analyze monitoring results and provide trending to management
  • Provide operational support and become a subject matter expert on business line operations
  • Assess and update monitoring program as new products, services, processes are developed and/or changed
  • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
  • May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Houston, TX
Bank Operations Oversight Specialist
Houston, TX
Greenfelder, Satterfield and Stiedemann
Houston, TX
Bank Operations Oversight Specialist
  • Day to day operational support via oversight and central point of escalation for Operations areas supporting the U.S. Bank Entities
  • Working with various product areas to establish the correct booking and support structure for products affecting the U.S. Bank Entities
  • Oversight and implementation of U.S. bank regulatory initiatives as they apply to Operations
  • Centralized monitoring, validation, collateral management, and reporting of Covered Credit Transactions (under Regulation W) on the U.S. Bank Entities
  • Verification of 23A / 23B Regulation W exception management documentation and closure processes within Operations across multiple product types (e.g. FX, Fixed Income, Repo)
  • Ongoing review and maintenance of Service Level Agreements (SLAs) and Task Orders between the U.S. Bank Entities and affiliates (e.g. Morgan Stanley & Co., LLC, Morgan Stanley & International plc.) for Operations services provided to the Banks
  • Review, analysis and post-mortem of Operational Risk Incidents (ORIs), Key Risk Indicators (KRIs), audit/exam findings, and/or regulatory findings as they pertain to Operations groups supporting the U.S. Bank Entities
present
Dallas, TX
Executive Assistant to the Director & Head of Bank Operations
Dallas, TX
Hilpert, Carter and Runolfsdottir
present
Dallas, TX
Executive Assistant to the Director & Head of Bank Operations
present
  • Correspondence, database management, opening and distribution of mail, file management,
  • Network with other EA's/PA's/TA's across Operations and AMP to work more effectively and to
  • Assist in the preparation of high quality internal and external reports, documents and
  • Work collaboratively and constructively with all who link with the Director and Head of Bank
  • Strong team player who supports colleagues and assist with overflow where necessary
  • Be part of Culture Club and assist in improving staff engagement by helping to coordinate events,
  • Operations office and the broader team
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of San Francisco
Bachelor’s Degree in Finance
Skills Skills
  • Strong attention to detail and time management skills
  • Ability to deal with sensitive and confidential issues at management level
  • Proven ability to multi-task and prioritise tasks
  • Ability to work unsupervised and to perform in a fast paced and demanding environment
  • Advance knowledge of Microsoft Office suite
  • Good communication and presentation skills
  • A self-starter who has a proactive approach, proven ability to use their initiative and work
  • Strong team player who supports colleagues and assist with overflow where necessary
  • Autonomously
  • Outstanding diary management, planning and organisational skills
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14 Bank Operations resume templates

1

Syndicated Bank Loan Closing Operations Manager Resume Examples & Samples

  • Providing day to day oversight to a team of loan closers, serving as the point of escalation
  • Providing team training, developmental guidance, including goal planning and conducting performance appraisals
  • Driving commercial focus, best practices, scalable and control minded process improvements across business lines
  • Maintaining daily and monthly metrics
  • Significant Interaction with senior management, SS&C GlobeOp clients, their trading counterparties, agent banks and other SS&C GlobeOp departments (i.e.: fund accounting, operations, OTC operations and OTC Pricing) relative to loan processing
  • 3 years financial services/securities industry managerial experience in operations and or loan operations. Working for either a prime broker, administrator or hedge fund
  • Solid hands-on supervisory knowledge
  • Understanding of syndicated loans; including trade closings - LSTA market settlement conventions. Credit Agreements and their operational mechanics, i.e. funds flows, ticking fees, paydown, drawdowns as well as their interrelationship with agent bank, trading counterparties, custodians and trustee
  • Knowledge of ClearPar, WSO, and Advent Geneva experience a plus
  • Proven ability to work under pressure and make deadlines
  • Solid client relationship management skills
2

Bank Operations Oversight Specialist Resume Examples & Samples

  • Verification of 23A / 23B Regulation W exception management documentation and closure processes within Operations across multiple product types (e.g. FX, Fixed Income, Repo)
  • Ongoing review and maintenance of Service Level Agreements (SLAs) and Task Orders between the U.S. Bank Entities and affiliates (e.g. Morgan Stanley & Co., LLC, Morgan Stanley & International plc.) for Operations services provided to the Banks
  • Working with Bank Management on strategic initiatives including expansion of the Bank into new product offerings and cost optimization planning
  • Assist Bank Management with strategic business initiatives by reviewing, performing due diligence on, and approving New Product Approvals (NPAs). Centralized review of NPAs for Operations with additional focus on U.S. Bank Entity impact
  • Oversight of operations activity related to the U.S. Banks pledging and contingent funding activities with the Federal Reserve Bank of New York and Federal Home Loan Bank
  • Previous experience in an Operations line function, and with Morgan Stanley products, services, operations and technology
  • Highly motivated self-starter with excellent prioritization and multi-tasking abilities
  • Can deal with ambiguity and bring focus with recommendations on solving tactical and strategic challenges
  • Ability to work in a fast paced environment, both independently and as part of a team
  • Ability to act assertively and with tact on complex and sensitive issues
  • Understanding of U.S. banking industry and key regulations applicable to Morgan Stanley businesses
  • Understanding of technical risk and control environments, such as experiences in informational security and business continuity management. Understanding of key products on the U.S. Bank Entities and experience in Morgan Stanley Operations areas supporting those products
3

Operations Manager First Merit Bank Pavilion Resume Examples & Samples

  • Bachelor’s degree in management preferred or experience in lieu of degree
  • Minimum of two years experience as House/Operations Manager in a comparable division
  • Previous experience dealing with police and public officials
4

Executive Assistant to the Director & Head of Bank Operations Resume Examples & Samples

  • Administrative and secretarial support including answering incoming calls, responding to general
  • Correspondence, database management, opening and distribution of mail, file management,
  • Assist in the preparation of high quality internal and external reports, documents and
  • Communications in Outlook, Word and Powerpoint and Excel from time to time
  • Coordination of travel and hotel bookings for the Director and Head Of Bank Operations when
  • Provide support and assist the Bank Operations Team with general duties as required such as
  • Ordering of stationery and equipment, booking events and catering
  • Arrange ongoing IT system training and support for the team as required
  • Work collaboratively and constructively with all who link with the Director and Head of Bank
  • Operations office and the broader team
  • Network with other EA's/PA's/TA's across Operations and AMP to work more effectively and to
  • Assist with events when required
  • Actively participant in all meetings as required including the Bank Operations Leadership team
  • Meeting as well as across the broader AMP community
  • Be part of Culture Club and assist in improving staff engagement by helping to coordinate events,
  • Including location and preparation detail and mobilise teams to participate
  • Good communication and presentation skills
  • Proven ability to multi-task and prioritise tasks
  • Ability to work unsupervised and to perform in a fast paced and demanding environment
  • Advance knowledge of Microsoft Office suite
  • Ability to deal with sensitive and confidential issues at management level
  • Outstanding diary management, planning and organisational skills
  • A self-starter who has a proactive approach, proven ability to use their initiative and work
  • Autonomously
  • Strong team player who supports colleagues and assist with overflow where necessary
5

Operations Analyst Bank Debt Resume Examples & Samples

  • 3-5 years of relevant experience in Hedge Funds or Investment Banks
  • GPA of 3.3 or higher
  • Working knowledge of LSTA and LMA
  • Knowledge of syndicated loans
  • Trade claims experience
  • Proficiency with Geneva
6

Bank Operations Oversight Analyst Resume Examples & Samples

  • Previous experience in a financial services Operations line or risk management function required. Knowledge of US banking practices regulatory environment strongly desired
  • Demonstrate ability to learn quickly with strong flexibility in regard to the duties assigned and problem solving skills
  • Previous experience with Morgan Stanley products on the U.S Bank Entities including the operations and technology supporting them
  • Understanding of technical risk and control environments, such as experiences in informational security and business continuity management
7

Am Private Bank Operations Analyst Resume Examples & Samples

  • Perform analyses and provide recommendations to achieve desired results (e.g., increase efficiencies, improve controls, optimize use of resources, properly plan remediation efforts to ensure successful rollout & execution, etc.). Must be able to tailor analyses to specific needs and break down analysis between short-term/tactical solutions and long-term/strategic objectives
  • Present project analysis/findings clearly and articulately (summary of facts, data sources, analyses performed, conclusions, and recommendations)
  • Keep interested parties apprised of progress towards meeting deadlines and achieving deliverables
  • Communicate with internal business partners to prevent and resolve issues
  • Develop project plans and procedures
  • Create tracking mechanisms and scorecards to measure progress toward goals
  • Identify and document best practices
  • Prior experience as a business analyst or project manager is required
  • Results-oriented and able to manage projects to completion
  • Attention to detail and a strong control focus
  • Able to prioritize and multi-task effectively
  • Ability to adapt to a rapidly changing business and technological environment (e.g., introduction of a new product or regulatory requirement)
  • Strong mainframe/Microsoft Office Suite skills. Ability to write macros is a plus
8

China Bank Operations Resume Examples & Samples

  • 1) Strong commercial bank operation and risk control knowledge
  • 2) Strong local regulation and product knowledge
  • 3) Good communication skill and experience in engaging with local regulators
  • 4) Strong people leader with 3 years or more team management experience
  • 5) Fluent in Chinese and English
9

Bank Executive, CBG Operations, T&O Resume Examples & Samples

  • 1) Verify loan drawdown and repayment deals and documents
  • 2) Prepare instruction letter to lawyer for contract preparation
  • 3) Perform document checking for personal Mortgage loan
  • 4) Activate limit in operation system and subsequent drawdown processing
  • 5) Post monitoring and regulatory reporting
  • 3) Familiar with legal issue and regulatory requirements,
  • 4) Good command of English and Mandarin
  • 5) Good communication and interpersonal skills
  • 6) Proficient in MS Office applications
10

Bank Operations Major Initiatives Manager, VP Resume Examples & Samples

  • 3-5 years of experience in related position required
  • Working knowledge of Oracle Hyperion DRM and MDM platform pertaining to metadata, hierarchies, and versions, including the configuration setup related to Hyperion and Peoplesoft
  • Working knowledge to integrate with ERP and other enterprise systems
  • Working knowledge of interfaces between DRM and other applications
  • Understanding of development, testing, and implementation in multi-technology landscape
  • Strong ability to manage process, accountability and quality control to deliver customer excellence
  • Strong Project skills are essential and the ability to multitask in order to support multiple projects
  • PC knowledge of various software programs, including MS Outlook, Word, Access, Excel, and PowerPoint
  • Requires outstanding communication skills; ability to deliver presentations to all levels of bank management as well as represent the Bank in internal and external speaking engagements
  • Excellent verbal and written skills required
  • Professionalism to interact effectively with all levels of Bank Management and a diverse base of customers is required
11

Head of Private Bank Operations Resume Examples & Samples

  • Overall management of the day to day management of the Operations team
  • Activities include but are not limited to money movement, reconciliation of account balances, fee processing and tax processing
  • Interaction with Third party vendors given the degree to which the business line information is housed externally
  • Provide key role in ensuring that policies and procedures are adequately maintained with regard to Operations standard processes
  • 10+ years of related experience in banking or financial services with a background in Operations
  • Prior experience in Private Bank preferred
  • Ability to work independently as well as direct groups as needed
  • Prior experience interacting with regulators
  • Working knowledge of Private Bank regulations
  • Demonstrated ability to solve complex issues
  • Strong written and verbal communication a plus
12

Director, Bank Operations Oversight Resume Examples & Samples

  • Day to day operational support via oversight and central point of escalation for Operations areas supporting the U.S. Bank Entities
  • Working with various product areas to establish the correct booking and support structure for products affecting the U.S. Bank Entities
  • Oversight and implementation of U.S. bank regulatory initiatives as they apply to Operations
  • Review, analysis and post-mortem of Operational Risk Incidents (ORIs), Key Risk Indicators (KRIs), audit/exam findings, and/or regulatory findings as they pertain to Operations groups supporting the U.S. Bank Entities
  • Oversight of operations activity related to the U.S. Banks? pledging and contingent funding activities with the Federal Reserve Bank of New York and Federal Home Loan Bank
  • Production of key Operations reporting to Senior Management of MSBNA and MSPBNA
13

Bank Operations Associate Resume Examples & Samples

  • Daily processing of Debit Card transactions
  • Daily Debit Card Maintenance
  • Daily Debit Card Fraud Monitoring
  • Debit Card Fraud Claims Submission
  • Process Check Orders
  • Verify Checking Account transactions
  • Assist in the processing of DDA transactions
  • Minor Accounts Payable
  • Ticket/Document scanning and mailing
  • Backup for Checking Account Desk
  • College degree in finance, accounting or related field of study
  • Minimum 2 years’ experience in related field
  • Strong computer skills and proficiency in Microsoft Office and Excel
  • Good interpersonal skills – ability to deal effectively with a wide variety of people
  • Clear communicator
  • Able to work overtime when required with little or no prior notice
14

Bank Operations Claims Specialist Resume Examples & Samples

  • Researching and identifying suspicious activity through comparative analysis
  • Handling escalated calls and complaints
  • Assisting in the development of more junior level Claims Specialists
  • Preparing case documents for security and law enforcement agencies
15

Bank Operations Work Director Resume Examples & Samples

  • 30% Responsible for the day to day work direction to assigned staff. Task include training staff on ongoing/ new procedures, answering questions, taking escalated calls from lower level staff etc. May have a higher level of approval authority. May be assigned special research on accounts and/or special projects by management. Assist management reporting on department statistics as well as additional task in supporting service level standards. If assigned, provides input to management on employee performance
  • 20% Responsible for making coverage recommendations to Commercial customers for: overdraft (OD), Nonsufficient Funds (NSF) or Uncollected Funds (UCF) situations, etc. Reviews various credit reports, gather customer information and products that may assist in offering alternatives. Responsible for direct customer contact to validate, collect information, or to offer coverage solutions. For higher segment customers (C1 type), refers coverage recommendations to the Client Services Officers or Treasury Relationship Managers for contact. Handle Risk Queue wires to seek coverage or contacting the clients directly to gather more information or to offer alternative for cover the above situations
  • 15% Review resources available and determine if Cash Order request can be processed for clients. Validate request and for authorized approvers. Contact customer if information is not sufficient
  • 20% Review Amdocs cases; understanding the application principles, concepts, practices, and standards. Offer to customer alternatives to a variety of complex problems, but within bank’s policy and procedure for guidance. Refers out of policy exceptions to management
  • 15% Keep log of incomplete Amdocs cases and submit to the respective CCSU Managers on weekly basis. (Tool for use of identifying problem areas and possibly training opportunities)
16

Bank Operations Resume Examples & Samples

  • Strong communication (verbal & written) with all levels of the organisation and with both internal and external customers/stakeholders
  • Ability to coach, motivate and influence team members in a fast paced environment
  • High level attention to details and commitment to quality
  • A team player who can effectively manage upwards and laterally to ensure that decisions and actions are taken at appropriate levels
17

Director of Bank Operations SVP Resume Examples & Samples

  • Directs review of all Bank Operations procedures to ensure compliance and to identify required regulatory changes as well as operational efficiencies and appropriate risk mitigation
  • Resolves problems that are outside the responsibility of the functional managers in areas including, but not limited to
  • Bachelor’s degree in business or related field required
  • Minimum 7 years’ diversified experience in bank operations / back office required
  • Experience with reconciliation, compliance and check/ACH processing required
  • Minimum 5 years’ prior management experience required
  • Knowledge of fraud review and control
  • Must be discrete and professional
  • MS Office proficient
18

Bank Operations Junior Manager Resume Examples & Samples

  • Process governance – Ensuring that we design and deliver solutions that fit with our Finance Strategy. Govern Banking processes and pro-actively act based on the result of Banking Measurement System. Responsible for fit for purpose briefing of RTR Board, RD SD Leadership Team, Group Treasury on a regular basis to support strategic initiatives/decisions (including inputs to IS portfolio planning) and eliminating financial risk. Act as a Global Process Owner independently and provide professional support to Regional FDs, FDs and RTR / Treasury Leadership team
  • Controls and compliance – Define right controls regarding change agenda and embed into global business processes. Act as a Process owner during the related internal and external audits and ensure accurate audit report is published. Support the elimination of audit findings (GAR, SOX, KPMG) and risks in timely manner in conjunction with respective teams on global level
  • Strategy – Provide support to define RTR / Banking change agenda and deliver it successfully in conjunction with Project and other Finance teams. Accountable for fit for purpose briefing of RTR Board, RD SD Leadership Team, Group Treasury on a regular basis to support strategic initiatives/decisions (including inputs to IS portfolio planning) and eliminating financial risk
19

Private Bank Operations Analyst Resume Examples & Samples

  • Administer Private Bank monitoring program, identify areas of improvement, and communicate results to management verbally and in writing
  • May document, update and/or enhance department-specific procedures and training material
  • Provide operational support and become a subject matter expert on business line operations
  • Develop internal partnerships and work with other departments and stakeholders to ensure consistent application of bank processes, where possible, and determine how Private Bank processes should be differentiated based on business needs
  • Review communications from internal partners, determine application to Private Bank processes and communicate pertinent information to Private Bank teams
  • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulations DD, Regulation E, Bank Security, fair lending, overdraft guidance, and other regulations as applicable to this job description
  • Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words
  • Embraces our vision to become "The World's Greatest Bank."
  • Ability to develop rapport and internal partnerships
  • Knowledge of the business line activities including but not limited to policies, procedures and applicable documentation
  • Advanced written and verbal communication skills required
  • Proficient computer skills including Word, Excel, Access, and PowerPoint. Ability to quickly learn in-house systems
20

Bank Card Operations Specialist Resume Examples & Samples

  • Requires High School diploma or equivalent and some experience with bank/credit cards operations and processing or other directly related experience
  • Basic knowledge of various types of various types of bank/credit card operations processes and procedures, including issuing and reissuing cards
  • Ability to research and solve issues
  • Good decision making, problem solving and analytical skills
  • Strong attention to quality/detail
  • Working knowledge of various pc software; including Microsoft products
  • Must be able to type a minimum of 50 wpm
21

Operations Specialist Bank Loan Settlements Resume Examples & Samples

  • Acquires trade details on bank loan trades from client trading systems, BBH accounting systems and trading counterparty documentation
  • Works with agent banks to ensure client’s positions are accurately updated in the Agent’s book of records upon settlement or in anticipation of settlement
  • Liaises with outside Legal Counsel and ascertains legal status on trade review
  • Resolves discrepancies among parties.Ensures accuracy and completeness of trade files.Submits completed trade details for review and sign off (e.g., maker versus checker)
  • Instructs custodian on transaction details, where appropriate, according to team procedures
  • Compiles reporting attributes on daily settlement activity and monitors open trades with assigned counterparties
  • Meets periodically with internal constituents to ensure reporting outputs are relevant for their needs
  • Populates and runs the daily cash projection file, by assigned deadline, for review and ultimate delivery to client’s trading team
  • Ability to multi task and effectively juggle assignments
  • Ability to meet deadlines and work under pressure
22

Change the Bank Portfolio Management VP-firmwide Operations Resume Examples & Samples

  • The role is multi-faceted, offering the opportunity to take ownership for, and contribute to, the success of projects through their entire life-cycle. The role has two major components
  • Overseeing a new project management office (PMO) that monitors the capital investment being made globally across the Operations division
  • Continuing to build out processes and tools to support the PMO
  • The role requires the candidate to have an understanding of system architecture principles, project management fundamentals, and process analysis and design best practices. The candidate needs to understand basic financial analysis metrics and should be comfortable performing financial and other quantitative analyses
  • The need to switch between strategy and detail and the balancing of work on multiple projects make this role complex and challenging
  • Self-starter and highly motivated; ability to work individually and within a team
  • 8+ years project management and business analysis experience
  • Excels in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
  • Capability to approach problems as challenges and deal with them constructively
  • Strong written and verbal presentation skills
  • Strong analytic and problem solving skills; ability to learn quickly and solves poorly defined problems
  • Strong skills in Excel, PowerPoint , Access, Project and Visio
  • Bachelors Degree and an interest in career development
23

Junior Bank Operations Analyst Resume Examples & Samples

  • To ensure that the Business Unit financial and reporting processes are completed accurately and on time on a compliant way
  • Provide first line support to the Junior Manager/Team Leader on daily tasks, specific issues and projects Duties
  • To carry out timely, accurate and compliant Period End reporting process in financial consolidation system and SAP for Balance Sheet, Profit & Loss statement, Cash Flow
  • Compliant General Ledger reconciliation
  • To proactively suggest improvements/additional control points to build in
  • To take an active part in the implementation and in the follow up
  • Use own judgement to identify trends, exceptions and understand route cause and process solutions
  • Contribute constructively to team work
  • To drive & maintain stakeholder relationship within own area
24

Private Bank Tampa Operations Lead Resume Examples & Samples

  • Lead a service driven, control minded operations team that delivers measurable competitive advantage in support of Private Bank Global Operations supporting
  • Have a broad business and Operational knowledge in the following areas
  • Experience with account opening, KYC (AML) securities operations, corporate action, trade settlement and client reporting
  • Familiarity with regulatory environment
  • The successful candidate must 10+ years of Operations management experience preferably with wealth management operations
  • Leadership skills / experience of managing teams
  • Highly effective influencing, relationship management and collaboration skills
  • Excellent written, verbal communication, time management and prioritization skills
  • Experience driving cross-functional teams
  • Business Management, Accounting / finance or related university degree
  • Series 99 an advantage