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About the role
Key responsibilities & impact- Oversee a team responsible for specialized reconciliation, balancing, and exception management activities within Wealth, Corporate, Commercial and Institutional Banking Operations (WCIBO)
- Lead and develop a team of approximately 9–10 employees located across two sites.
- Support daily operations related to off-cycle reconciliation and balancing activities performed on weekly, monthly, and quarterly schedules.
- Provide coaching, guidance, and accountability to team members while fostering a collaborative and inclusive work environment.
- Conduct performance, development, and employee engagement conversations.
- Learn and understand team processes, workflows, and operational requirements to effectively support the team's success.
- Review operational processes and identify opportunities to improve efficiency, reduce risk, and enhance controls.
- Partner with stakeholders and business partners to resolve operational exceptions and support issue resolution efforts.
- Promote consistency and alignment across teams, processes, and operating practices.
- Support ongoing operational initiatives, including process improvement and automation efforts.
- Develop an understanding of bonds and money market instrument (MMI) operational activities and support the team in those functions.
Requirements
What you’ll need- Bachelor’s degree, or equivalent work experience
- Typically five or more years of relevant experience
- Thorough knowledge of operational functions, systems, procedures, various products and/or services supported by the assigned area(s)
- Understanding of applicable Federal and State laws and regulations
- Thorough knowledge of applicable products, programs, financial analysis and related documentation as applicable
- Good organizational, managerial and project management skills
- Well-developed customer relations skills
- Excellent interpersonal and verbal and written communication skills
- Excellent supervisory and management skills
- Ability to manage multiple tasks
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ReconciliationBalancing ActivitiesOperational ProcessesFinancial Products KnowledgeProcess ImprovementAutomation EffortsPerformance ManagementRisk ReductionException ManagementCustomer Relations
Soft Skills
Interpersonal CommunicationCoachingTeam CollaborationOrganizational SkillsManagerial Skills
Certifications
Bachelor’s Degree