What are the responsibilities and job description for the Banking Operations Analyst position at Fortis Private Bank?
SUMMARY
The Fortis Bank Banking Operations Analyst is responsible for acting as the product and systems expert for all treasury management and deposit products and services, while ensuring exceptional internal service delivery, workflow management, and ensuring compliance with regulations. This individual possesses a deep understanding of banking products and services, a commitment to delivering exceptional client service to both internal team members and clients and has a desire to incorporate new and effective ways to achieve better results.
RESPONSIBILITIES
Product and Service Expertise
- Assist teams and clients in setting up, maintaining, and troubleshooting deposit and treasury management products and services.
- Act as the product and systems expert for all treasury management and deposit products and services, including the processes, procedures, and troubleshooting related to : Lockbox, Remote Deposit Capture, Positive Pay, Wire and ACH setup and limit modifications, Online Banking tools, etc.
- Maintain an accurate and detailed inventory of remote deposit scanners, manage scanner shipments, and order additional equipment as needed.
- Investigate and resolve operational issues for clients and team members, ensuring minimal disruption to services.
- Conduct root cause analyses for recurring issues and recommend actionable solutions.
Operational Process Management
Compliance and Risk Management
QUALIFICATIONS
ADDITIONAL INFORMATION
Reporting Structure : Reports to the Banking Operations Team Lead
Office Requirements : This position offers a hybrid work schedule and is required to work in a Fortis Bank office location at least 4-5 days per week.