Private Bank Operations specialist
Johnston, RI
6 months contract
Pay rate: $24.83/hr W2

The role is hybrid, with onsite training followed by a mix of onsite (3 days) and remote work.

Onboarding, Operations, and Client Experience:

• The team needs additional staff to roll out the private bank division due to an influx of volume.
• There are three main areas: onboarding, operations, and client experience.
• Focus for this role is onboarding: Tasks include opening accounts for consumers, commercials, small businesses, and ultra-high-net-worth individuals.
• The role may require handling three different accounts with varying signers.
• Experience with reviewing legal documents and account opening documentation is essential.
• The right attitude is crucial, as the role involves navigating different systems and using tools like Daisy for document reference checks.
• Ensuring all required documents are supplied and conducting follow-ups with relationship managers (RMs) and bankers is part of the process.
• Interacting with clients and internal colleagues is common.

Qualifications and Skills:

• A banking background is beneficial, but data analysts, legal professionals, or those experienced in mass onboardings from a CRM perspective can also excel.
• Specific skills like AML and LexisNexis knowledge are leveraged.
• Requests come through Smart IQ, and tools like Touchpoint and DDI are used for account opening and due diligence.

Job Type: Contract

Pay: $24.83 per hour

Expected hours: 40 per week

Experience level:

• 4 years

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Johnston, RI 02919 (Required)

Work Location: In person