eTeam · 21 hours ago
Immediate Hiring For - Banking Operations Support - Purchase , NY - 10577 - Onsite
Purchase, NY
Contract
Onsite
Entry, Mid Level
$26/hr - $26/hr
2+ years expeTeam is seeking a Banking Operations Support specialist to provide direct support to Financial Advisors and Private Bankers. The role involves developing expertise in SBL products and services and ensuring exceptional service through collaboration with internal partners.
Information Technology
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
Excellent verbal and written communication skills
Extraordinary client service aptitude
Problem solving
Demonstrate creativity and thoughtful solutions in framing private banking transactions
Self-starter with the ability to work under pressure, meet deadlines, multi-task and manage expectations
Detail orientation with strong organizational and analytical skills
Proficient with Microsoft Office especially Excel and PowerPoint
Tableau/Access/SharePoint skills a plus
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
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