Retail Banking Operations Analyst #3555163

Job Description

Job Description

Be Part Of A High-Performing Financial Services Team

This opportunity is within the U.S. operations of a globally recognized financial institution known for delivering commercial banking, corporate banking, and financial services to businesses and consumers. The organization operates with a strong emphasis on operational excellence, compliance, and client service, supporting a wide range of financial solutions across retail and commercial banking segments.

The branch operations team plays a critical role in maintaining smooth client onboarding and account servicing processes. Team members collaborate closely with branch leadership, client services professionals, and operations specialists to ensure new accounts are opened efficiently, regulatory requirements are met, and customers receive a high level of service. The environment is structured, client-focused, and compliance-driven, offering exposure to both operational banking processes and client-facing financial services work.

What's In Store For You

This role offers the opportunity to contribute directly to front-line banking operations while developing deeper expertise in retail banking processes, regulatory compliance, and client onboarding.

Professionals in this position gain exposure to:

• Retail and commercial banking account operations
• Customer relationship management and service excellence
• Financial regulatory compliance and audit processes
• Banking product knowledge including deposit accounts and related services
• Branch operations reporting and internal process improvement

How You Will Make An Impact

• Support branch operations by opening and servicing a variety of customer accounts including checking, savings, CDs, IRAs, and fiduciary accounts
• Guide customers through account setup by collecting documentation, verifying identity, and ensuring regulatory compliance
• Process account updates, changes, and transfers while maintaining accuracy and compliance with internal policies
• Perform teller transactions including deposits, withdrawals, and other client banking activities
• Provide high-quality client service by resolving account issues, answering questions about banking products, and supporting customer requests
• Identify cross-sell opportunities for banking products and services in alignment with branch initiatives
• Assist with branch operational reporting including daily, weekly, and monthly operational reports
• Support internal branch audit and certification processes to maintain operational compliance
• Maintain accurate records and documentation through scanning, filing, and updating account information
• Collaborate with branch leadership to support operational initiatives and maintain efficient service delivery

Are you an experienced retail banking operations professional ready to make an impact?

• 3+ years of experience in retail banking operations, new accounts processing, or branch client services
• Experience opening and servicing consumer and business accounts including deposit accounts and certificates of deposit
• Familiarity with fiduciary or trust account documentation and legal documents used in financial account setup
• Working knowledge of banking regulations and compliance requirements for account opening and servicing
• Experience processing teller transactions and operating a teller cash drawer
• Strong customer service and relationship management skills within a financial services environment
• Experience working with banking platforms or account opening systems (experience with Horizon Classic or Horizon XE is a strong plus)
• Solid understanding of branch operations, banking terminology, and financial products
• Strong organizational and time management skills with the ability to manage multiple operational tasks
• Effective written and verbal communication skills with the ability to interact professionally with clients and team members
• Associate’s degree in Business or related field preferred, or equivalent professional experience