Northpointe Staffing Professionals · 2 hours ago
Finance - Wealth Management Private Banking Operations
South Jordan, UT
Full-time
Onsite
New Grad, Entry LevelNorthpointe Staffing Professionals is seeking a candidate for the Private Banking Operations team, which provides operational processing support for banking products. The role involves managing account servicing, responding to service requests, conducting data analysis, and ensuring effective journal processing and reconciliation management.
Staffing & Recruiting
Responsibilities
Account Servicing Management, inclusive of: Card order return and hold file processing including address troubleshooting, Red flag processing, Account building/updating for reject items, Card deactivation, Debit card transaction research and Exception management
Case Management Workflow Fees & Journals, inclusive of: Effectively responding to field service requests and inquiries, processing queue items, and entering journals impacting client accounts
Data Analysis and Query Building, inclusive of: Compiling data for monthly management reporting, identifying debit card and transactional trends using data and data analysis, and monitoring month-over-month key metrics and performance indicators
Journal processing and Reconciliation management, inclusive of: Debit card dispute processes, Reviewing and processing of rejected items, Performing debit card settlement account reconciliation
Qualification
Required
Professional oral and written communication skills
Proven proficiency in problem resolution and demonstration of initiative
Strong organizational / time management skills to succeed in a high-pressure / fast paced environment
Strong attention to details
Solution-oriented, creative thinker, and continuous learning mindset
Ability to think and act like an owner
Preferred
Competencies in VBA, SQL, Alteryx, Power BI, and/or UiPath
Company
Northpointe Staffing Professionals
Located in Hoboken NJ, Northpointe Staffing Professionals is an affiliate of Asset Staffing and is a leading provider of financial, administrative and professional support throughout New Jersey.
Founded in 1992
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase