Banking Associate

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.

About The Role & Team

We are looking for a talented financial services professional to join our Banking Operations team as a Banking Associate. This team is the crossroads where all departments meet and as a Banking Associate you will play a pivotal part in developing and maintaining debit card processing systems as well as collaborating internally with our Client Services team and externally with payment processors and banking partners. Reporting to our Associate Director of Operations, this is an exciting opportunity to drive process improvements and optimize.

In This Role, You Will

• Coordinate with payment processors and banking partners to troubleshoot and resolve issues pertaining to debit card funding, such as rejects, chargebacks, delays, etc.
• Work in tandem with the customer service team and provide support for debit card-related inquiries.
• Develop and maintain a thorough understanding of debit card processing systems, including knowledge of industry regulations, and payment network rules (Visa, MasterCard, etc.).
• Oversee and manage technical projects related to the integration and optimization of debit card processing systems.
• Manage and analyze the flow of customer account funding methods to identify trends and opportunities.
• Continually identify inefficiencies in current processes and implement solutions to optimize existing workflows.
• Field banking phone calls, handle customer service CRMs, and take ownership of each case
• Support outgoing wire verifications, check requests, and ACH funding methods.
• Run background checks on bank accounts, and investigate instances of potential fraud with the primary objective of minimizing risk to the Firm
  
  

The Skills You Bring

• Bachelor’s degree in economics, Business, Finance, Technology or similar major
• A background in the Financial Services Industry
• Proficiency with API integrations and familiarity with various payment gateway technologies
• Exceptional analytical, technical, and problem-solving abilities; superb attention to detail
• Proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment
  
  

What Makes You Stand Out

• You have your SIE and/or FINRA Series 7 License
• You are a team player with excellent oral and written communication skills
  
  

Why Webull?

At Webull, we’re more than just a company – we’re a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.

We believe that taking care of our people is the key to success. That’s why we offer an exciting suite of benefits designed to support you and your loved ones:

• Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays.
• Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
• Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
  
  

At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $80,000-90,000 per year yearly discretionary bonus benefits. The final offer will depend on several factors, including the successful candidate’s skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations.

This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We’re proud of the dynamic culture we’ve created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!

EEOC Statement

Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.