Russell Tobin · 2 hours ago
Business Analyst
Purchase, NY
Contract
Onsite
Entry, Mid Level
$25/hr - $26/hr
2+ years expRussell Tobin is a leader in the financial services sector, and they are seeking a Business Analyst to support their Private Banking Group. The role involves providing comprehensive support to Financial Advisors and Private Bankers, developing training content, and analyzing business trends to enhance service offerings.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Parth Dua
Responsibilities
Provide best-in-class service and support to Private Bankers, Financial Advisors, and Service Professionals
Partner closely with Sales and other internal partners to ensure complex transactions are escalated appropriately
Prepare and provide Bank Reference Letters and Letters of Intent as requested by Sales partners
Review and approve Power of Attorney on client SBL accounts
Develop and deliver SBL training content and material for presentations to Sales partners
Ensure an exceptional experience by providing feedback to product managers on potential product and service enhancements
Use data to analyze business trends; create reports, presentations, and other materials for management
Assist with various projects and reporting as required by management, including detailed presentations outlining the team’s performance, strategy, and initiatives
Additional responsibilities as required by Lending Advisors and Head of Lending Advisory
Qualification
Required
Minimum 2 years of banking/finance industry experience
BA or BS degree
Preferred
Customer support and operations background
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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