Bank Operations Resume Samples

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X Kunde

Xzavier

Kunde

489 Brooklyn Radial

New York

+1 (555) 593 6857

489 Brooklyn Radial

New York

Phone

p +1 (555) 593 6857

Experience Experience

Los Angeles, CA

Private Bank Operations Analyst

Los Angeles, CA

Keeling and Sons

Los Angeles, CA

Private Bank Operations Analyst

Administer Private Bank monitoring program, identify areas of improvement, and communicate results to management verbally and in writing
Consult with management and staff to identify root cause of any deficiencies, develop action plans and track for completion
Analyze monitoring results and provide trending to management
Provide operational support and become a subject matter expert on business line operations
Assess and update monitoring program as new products, services, processes are developed and/or changed
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
May be asked to coach, mentor, or train others and teach coursework as subject matter expert

Houston, TX

Bank Operations Oversight Specialist

Houston, TX

Greenfelder, Satterfield and Stiedemann

Houston, TX

Bank Operations Oversight Specialist

Day to day operational support via oversight and central point of escalation for Operations areas supporting the U.S. Bank Entities
Working with various product areas to establish the correct booking and support structure for products affecting the U.S. Bank Entities
Oversight and implementation of U.S. bank regulatory initiatives as they apply to Operations
Centralized monitoring, validation, collateral management, and reporting of Covered Credit Transactions (under Regulation W) on the U.S. Bank Entities
Verification of 23A / 23B Regulation W exception management documentation and closure processes within Operations across multiple product types (e.g. FX, Fixed Income, Repo)
Ongoing review and maintenance of Service Level Agreements (SLAs) and Task Orders between the U.S. Bank Entities and affiliates (e.g. Morgan Stanley & Co., LLC, Morgan Stanley & International plc.) for Operations services provided to the Banks
Review, analysis and post-mortem of Operational Risk Incidents (ORIs), Key Risk Indicators (KRIs), audit/exam findings, and/or regulatory findings as they pertain to Operations groups supporting the U.S. Bank Entities

present

Dallas, TX

Executive Assistant to the Director & Head of Bank Operations

Dallas, TX

Hilpert, Carter and Runolfsdottir

present

Dallas, TX

Executive Assistant to the Director & Head of Bank Operations

present

Correspondence, database management, opening and distribution of mail, file management,
Network with other EA's/PA's/TA's across Operations and AMP to work more effectively and to
Assist in the preparation of high quality internal and external reports, documents and
Work collaboratively and constructively with all who link with the Director and Head of Bank
Strong team player who supports colleagues and assist with overflow where necessary
Be part of Culture Club and assist in improving staff engagement by helping to coordinate events,
Operations office and the broader team

Education Education

Bachelor’s Degree in Finance

University of San Francisco

Bachelor’s Degree in Finance

Skills Skills

Strong attention to detail and time management skills
Ability to deal with sensitive and confidential issues at management level
Proven ability to multi-task and prioritise tasks
Ability to work unsupervised and to perform in a fast paced and demanding environment
Advance knowledge of Microsoft Office suite
Good communication and presentation skills
A self-starter who has a proactive approach, proven ability to use their initiative and work
Strong team player who supports colleagues and assist with overflow where necessary
Autonomously
Outstanding diary management, planning and organisational skills

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14 Bank Operations resume templates

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Syndicated Bank Loan Closing Operations Manager Resume Examples & Samples

Providing day to day oversight to a team of loan closers, serving as the point of escalation
Providing team training, developmental guidance, including goal planning and conducting performance appraisals
Driving commercial focus, best practices, scalable and control minded process improvements across business lines
Maintaining daily and monthly metrics
Significant Interaction with senior management, SS&C GlobeOp clients, their trading counterparties, agent banks and other SS&C GlobeOp departments (i.e.: fund accounting, operations, OTC operations and OTC Pricing) relative to loan processing
3 years financial services/securities industry managerial experience in operations and or loan operations. Working for either a prime broker, administrator or hedge fund
Solid hands-on supervisory knowledge
Understanding of syndicated loans; including trade closings - LSTA market settlement conventions. Credit Agreements and their operational mechanics, i.e. funds flows, ticking fees, paydown, drawdowns as well as their interrelationship with agent bank, trading counterparties, custodians and trustee
Knowledge of ClearPar, WSO, and Advent Geneva experience a plus
Proven ability to work under pressure and make deadlines
Solid client relationship management skills

Bank Operations Oversight Specialist Resume Examples & Samples

Verification of 23A / 23B Regulation W exception management documentation and closure processes within Operations across multiple product types (e.g. FX, Fixed Income, Repo)
Ongoing review and maintenance of Service Level Agreements (SLAs) and Task Orders between the U.S. Bank Entities and affiliates (e.g. Morgan Stanley & Co., LLC, Morgan Stanley & International plc.) for Operations services provided to the Banks
Working with Bank Management on strategic initiatives including expansion of the Bank into new product offerings and cost optimization planning
Assist Bank Management with strategic business initiatives by reviewing, performing due diligence on, and approving New Product Approvals (NPAs). Centralized review of NPAs for Operations with additional focus on U.S. Bank Entity impact
Oversight of operations activity related to the U.S. Banks pledging and contingent funding activities with the Federal Reserve Bank of New York and Federal Home Loan Bank
Previous experience in an Operations line function, and with Morgan Stanley products, services, operations and technology
Highly motivated self-starter with excellent prioritization and multi-tasking abilities
Can deal with ambiguity and bring focus with recommendations on solving tactical and strategic challenges
Ability to work in a fast paced environment, both independently and as part of a team
Ability to act assertively and with tact on complex and sensitive issues
Understanding of U.S. banking industry and key regulations applicable to Morgan Stanley businesses
Understanding of technical risk and control environments, such as experiences in informational security and business continuity management. Understanding of key products on the U.S. Bank Entities and experience in Morgan Stanley Operations areas supporting those products

Operations Manager First Merit Bank Pavilion Resume Examples & Samples

Bachelor’s degree in management preferred or experience in lieu of degree
Minimum of two years experience as House/Operations Manager in a comparable division
Previous experience dealing with police and public officials

Executive Assistant to the Director & Head of Bank Operations Resume Examples & Samples

Administrative and secretarial support including answering incoming calls, responding to general
Correspondence, database management, opening and distribution of mail, file management,
Assist in the preparation of high quality internal and external reports, documents and
Communications in Outlook, Word and Powerpoint and Excel from time to time
Coordination of travel and hotel bookings for the Director and Head Of Bank Operations when
Provide support and assist the Bank Operations Team with general duties as required such as
Ordering of stationery and equipment, booking events and catering
Arrange ongoing IT system training and support for the team as required
Work collaboratively and constructively with all who link with the Director and Head of Bank
Operations office and the broader team
Network with other EA's/PA's/TA's across Operations and AMP to work more effectively and to
Assist with events when required
Actively participant in all meetings as required including the Bank Operations Leadership team
Meeting as well as across the broader AMP community
Be part of Culture Club and assist in improving staff engagement by helping to coordinate events,
Including location and preparation detail and mobilise teams to participate
Good communication and presentation skills
Proven ability to multi-task and prioritise tasks
Ability to work unsupervised and to perform in a fast paced and demanding environment
Advance knowledge of Microsoft Office suite
Ability to deal with sensitive and confidential issues at management level
Outstanding diary management, planning and organisational skills
A self-starter who has a proactive approach, proven ability to use their initiative and work
Autonomously
Strong team player who supports colleagues and assist with overflow where necessary

Operations Analyst Bank Debt Resume Examples & Samples

3-5 years of relevant experience in Hedge Funds or Investment Banks
GPA of 3.3 or higher
Working knowledge of LSTA and LMA
Knowledge of syndicated loans
Trade claims experience
Proficiency with Geneva

Bank Operations Oversight Analyst Resume Examples & Samples

Previous experience in a financial services Operations line or risk management function required. Knowledge of US banking practices regulatory environment strongly desired
Demonstrate ability to learn quickly with strong flexibility in regard to the duties assigned and problem solving skills
Previous experience with Morgan Stanley products on the U.S Bank Entities including the operations and technology supporting them
Understanding of technical risk and control environments, such as experiences in informational security and business continuity management

Am Private Bank Operations Analyst Resume Examples & Samples

Perform analyses and provide recommendations to achieve desired results (e.g., increase efficiencies, improve controls, optimize use of resources, properly plan remediation efforts to ensure successful rollout & execution, etc.). Must be able to tailor analyses to specific needs and break down analysis between short-term/tactical solutions and long-term/strategic objectives
Present project analysis/findings clearly and articulately (summary of facts, data sources, analyses performed, conclusions, and recommendations)
Keep interested parties apprised of progress towards meeting deadlines and achieving deliverables
Communicate with internal business partners to prevent and resolve issues
Develop project plans and procedures
Create tracking mechanisms and scorecards to measure progress toward goals
Identify and document best practices
Prior experience as a business analyst or project manager is required
Results-oriented and able to manage projects to completion
Attention to detail and a strong control focus
Able to prioritize and multi-task effectively
Ability to adapt to a rapidly changing business and technological environment (e.g., introduction of a new product or regulatory requirement)
Strong mainframe/Microsoft Office Suite skills. Ability to write macros is a plus

China Bank Operations Resume Examples & Samples

1) Strong commercial bank operation and risk control knowledge
2) Strong local regulation and product knowledge
3) Good communication skill and experience in engaging with local regulators
4) Strong people leader with 3 years or more team management experience
5) Fluent in Chinese and English

Bank Executive, CBG Operations, T&O Resume Examples & Samples

1) Verify loan drawdown and repayment deals and documents
2) Prepare instruction letter to lawyer for contract preparation
3) Perform document checking for personal Mortgage loan
4) Activate limit in operation system and subsequent drawdown processing
5) Post monitoring and regulatory reporting
3) Familiar with legal issue and regulatory requirements,
4) Good command of English and Mandarin
5) Good communication and interpersonal skills
6) Proficient in MS Office applications

Bank Operations Major Initiatives Manager, VP Resume Examples & Samples

3-5 years of experience in related position required
Working knowledge of Oracle Hyperion DRM and MDM platform pertaining to metadata, hierarchies, and versions, including the configuration setup related to Hyperion and Peoplesoft
Working knowledge to integrate with ERP and other enterprise systems
Working knowledge of interfaces between DRM and other applications
Understanding of development, testing, and implementation in multi-technology landscape
Strong ability to manage process, accountability and quality control to deliver customer excellence
Strong Project skills are essential and the ability to multitask in order to support multiple projects
PC knowledge of various software programs, including MS Outlook, Word, Access, Excel, and PowerPoint
Requires outstanding communication skills; ability to deliver presentations to all levels of bank management as well as represent the Bank in internal and external speaking engagements
Excellent verbal and written skills required
Professionalism to interact effectively with all levels of Bank Management and a diverse base of customers is required

Head of Private Bank Operations Resume Examples & Samples

Overall management of the day to day management of the Operations team
Activities include but are not limited to money movement, reconciliation of account balances, fee processing and tax processing
Interaction with Third party vendors given the degree to which the business line information is housed externally
Provide key role in ensuring that policies and procedures are adequately maintained with regard to Operations standard processes
10+ years of related experience in banking or financial services with a background in Operations
Prior experience in Private Bank preferred
Ability to work independently as well as direct groups as needed
Prior experience interacting with regulators
Working knowledge of Private Bank regulations
Demonstrated ability to solve complex issues
Strong written and verbal communication a plus

Director, Bank Operations Oversight Resume Examples & Samples

Day to day operational support via oversight and central point of escalation for Operations areas supporting the U.S. Bank Entities
Working with various product areas to establish the correct booking and support structure for products affecting the U.S. Bank Entities
Oversight and implementation of U.S. bank regulatory initiatives as they apply to Operations
Review, analysis and post-mortem of Operational Risk Incidents (ORIs), Key Risk Indicators (KRIs), audit/exam findings, and/or regulatory findings as they pertain to Operations groups supporting the U.S. Bank Entities
Oversight of operations activity related to the U.S. Banks? pledging and contingent funding activities with the Federal Reserve Bank of New York and Federal Home Loan Bank
Production of key Operations reporting to Senior Management of MSBNA and MSPBNA

Bank Operations Associate Resume Examples & Samples

Daily processing of Debit Card transactions
Daily Debit Card Maintenance
Daily Debit Card Fraud Monitoring
Debit Card Fraud Claims Submission
Process Check Orders
Verify Checking Account transactions
Assist in the processing of DDA transactions
Minor Accounts Payable
Ticket/Document scanning and mailing
Backup for Checking Account Desk
College degree in finance, accounting or related field of study
Minimum 2 years’ experience in related field
Strong computer skills and proficiency in Microsoft Office and Excel
Good interpersonal skills – ability to deal effectively with a wide variety of people
Clear communicator
Able to work overtime when required with little or no prior notice

Bank Operations Claims Specialist Resume Examples & Samples

Researching and identifying suspicious activity through comparative analysis
Handling escalated calls and complaints
Assisting in the development of more junior level Claims Specialists
Preparing case documents for security and law enforcement agencies

Bank Operations Work Director Resume Examples & Samples

30% Responsible for the day to day work direction to assigned staff. Task include training staff on ongoing/ new procedures, answering questions, taking escalated calls from lower level staff etc. May have a higher level of approval authority. May be assigned special research on accounts and/or special projects by management. Assist management reporting on department statistics as well as additional task in supporting service level standards. If assigned, provides input to management on employee performance
20% Responsible for making coverage recommendations to Commercial customers for: overdraft (OD), Nonsufficient Funds (NSF) or Uncollected Funds (UCF) situations, etc. Reviews various credit reports, gather customer information and products that may assist in offering alternatives. Responsible for direct customer contact to validate, collect information, or to offer coverage solutions. For higher segment customers (C1 type), refers coverage recommendations to the Client Services Officers or Treasury Relationship Managers for contact. Handle Risk Queue wires to seek coverage or contacting the clients directly to gather more information or to offer alternative for cover the above situations
15% Review resources available and determine if Cash Order request can be processed for clients. Validate request and for authorized approvers. Contact customer if information is not sufficient
20% Review Amdocs cases; understanding the application principles, concepts, practices, and standards. Offer to customer alternatives to a variety of complex problems, but within bank’s policy and procedure for guidance. Refers out of policy exceptions to management
15% Keep log of incomplete Amdocs cases and submit to the respective CCSU Managers on weekly basis. (Tool for use of identifying problem areas and possibly training opportunities)

Bank Operations Resume Examples & Samples

Strong communication (verbal & written) with all levels of the organisation and with both internal and external customers/stakeholders
Ability to coach, motivate and influence team members in a fast paced environment
High level attention to details and commitment to quality
A team player who can effectively manage upwards and laterally to ensure that decisions and actions are taken at appropriate levels

Director of Bank Operations SVP Resume Examples & Samples

Directs review of all Bank Operations procedures to ensure compliance and to identify required regulatory changes as well as operational efficiencies and appropriate risk mitigation
Resolves problems that are outside the responsibility of the functional managers in areas including, but not limited to
Bachelor’s degree in business or related field required
Minimum 7 years’ diversified experience in bank operations / back office required
Experience with reconciliation, compliance and check/ACH processing required
Minimum 5 years’ prior management experience required
Knowledge of fraud review and control
Must be discrete and professional
MS Office proficient

Bank Operations Junior Manager Resume Examples & Samples

Process governance – Ensuring that we design and deliver solutions that fit with our Finance Strategy. Govern Banking processes and pro-actively act based on the result of Banking Measurement System. Responsible for fit for purpose briefing of RTR Board, RD SD Leadership Team, Group Treasury on a regular basis to support strategic initiatives/decisions (including inputs to IS portfolio planning) and eliminating financial risk. Act as a Global Process Owner independently and provide professional support to Regional FDs, FDs and RTR / Treasury Leadership team
Controls and compliance – Define right controls regarding change agenda and embed into global business processes. Act as a Process owner during the related internal and external audits and ensure accurate audit report is published. Support the elimination of audit findings (GAR, SOX, KPMG) and risks in timely manner in conjunction with respective teams on global level
Strategy – Provide support to define RTR / Banking change agenda and deliver it successfully in conjunction with Project and other Finance teams. Accountable for fit for purpose briefing of RTR Board, RD SD Leadership Team, Group Treasury on a regular basis to support strategic initiatives/decisions (including inputs to IS portfolio planning) and eliminating financial risk

Private Bank Operations Analyst Resume Examples & Samples

Administer Private Bank monitoring program, identify areas of improvement, and communicate results to management verbally and in writing
May document, update and/or enhance department-specific procedures and training material
Provide operational support and become a subject matter expert on business line operations
Develop internal partnerships and work with other departments and stakeholders to ensure consistent application of bank processes, where possible, and determine how Private Bank processes should be differentiated based on business needs
Review communications from internal partners, determine application to Private Bank processes and communicate pertinent information to Private Bank teams
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulations DD, Regulation E, Bank Security, fair lending, overdraft guidance, and other regulations as applicable to this job description
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words
Embraces our vision to become "The World's Greatest Bank."
Ability to develop rapport and internal partnerships
Knowledge of the business line activities including but not limited to policies, procedures and applicable documentation
Advanced written and verbal communication skills required
Proficient computer skills including Word, Excel, Access, and PowerPoint. Ability to quickly learn in-house systems

Bank Card Operations Specialist Resume Examples & Samples

Requires High School diploma or equivalent and some experience with bank/credit cards operations and processing or other directly related experience
Basic knowledge of various types of various types of bank/credit card operations processes and procedures, including issuing and reissuing cards
Ability to research and solve issues
Good decision making, problem solving and analytical skills
Strong attention to quality/detail
Working knowledge of various pc software; including Microsoft products
Must be able to type a minimum of 50 wpm

Operations Specialist Bank Loan Settlements Resume Examples & Samples

Acquires trade details on bank loan trades from client trading systems, BBH accounting systems and trading counterparty documentation
Works with agent banks to ensure client’s positions are accurately updated in the Agent’s book of records upon settlement or in anticipation of settlement
Liaises with outside Legal Counsel and ascertains legal status on trade review
Resolves discrepancies among parties.Ensures accuracy and completeness of trade files.Submits completed trade details for review and sign off (e.g., maker versus checker)
Instructs custodian on transaction details, where appropriate, according to team procedures
Compiles reporting attributes on daily settlement activity and monitors open trades with assigned counterparties
Meets periodically with internal constituents to ensure reporting outputs are relevant for their needs
Populates and runs the daily cash projection file, by assigned deadline, for review and ultimate delivery to client’s trading team
Ability to multi task and effectively juggle assignments
Ability to meet deadlines and work under pressure

Change the Bank Portfolio Management VP-firmwide Operations Resume Examples & Samples

The role is multi-faceted, offering the opportunity to take ownership for, and contribute to, the success of projects through their entire life-cycle. The role has two major components
Overseeing a new project management office (PMO) that monitors the capital investment being made globally across the Operations division
Continuing to build out processes and tools to support the PMO
The role requires the candidate to have an understanding of system architecture principles, project management fundamentals, and process analysis and design best practices. The candidate needs to understand basic financial analysis metrics and should be comfortable performing financial and other quantitative analyses
The need to switch between strategy and detail and the balancing of work on multiple projects make this role complex and challenging
Self-starter and highly motivated; ability to work individually and within a team
8+ years project management and business analysis experience
Excels in an environment of ambiguity by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
Capability to approach problems as challenges and deal with them constructively
Strong written and verbal presentation skills
Strong analytic and problem solving skills; ability to learn quickly and solves poorly defined problems
Strong skills in Excel, PowerPoint , Access, Project and Visio
Bachelors Degree and an interest in career development

Junior Bank Operations Analyst Resume Examples & Samples

To ensure that the Business Unit financial and reporting processes are completed accurately and on time on a compliant way
Provide first line support to the Junior Manager/Team Leader on daily tasks, specific issues and projects Duties
To carry out timely, accurate and compliant Period End reporting process in financial consolidation system and SAP for Balance Sheet, Profit & Loss statement, Cash Flow
Compliant General Ledger reconciliation
To proactively suggest improvements/additional control points to build in
To take an active part in the implementation and in the follow up
Use own judgement to identify trends, exceptions and understand route cause and process solutions
Contribute constructively to team work
To drive & maintain stakeholder relationship within own area

Private Bank Tampa Operations Lead Resume Examples & Samples

Lead a service driven, control minded operations team that delivers measurable competitive advantage in support of Private Bank Global Operations supporting
Have a broad business and Operational knowledge in the following areas
Experience with account opening, KYC (AML) securities operations, corporate action, trade settlement and client reporting
Familiarity with regulatory environment
The successful candidate must 10+ years of Operations management experience preferably with wealth management operations
Leadership skills / experience of managing teams
Highly effective influencing, relationship management and collaboration skills
Excellent written, verbal communication, time management and prioritization skills
Experience driving cross-functional teams
Business Management, Accounting / finance or related university degree
Series 99 an advantage