Fidelity Bank · 14 hours ago
Bank Services Associate
Fidelity Bank is a privately held company focused on making financial expertise accessible and effective. The Bank Services Associate will be responsible for the execution and monitoring of daily money movement, acting as a primary contact for business partners and ensuring compliance with established controls.
Customer ServiceFinanceBankingCrypto & Web3Property & Casualty InsuranceBitcoinFinancial ServicesInsuranceWealth Management
Responsibilities
Execution, reconciliation, and monitoring of multi-billion dollars of daily money movement in support of Workplace Investing
Act as the primary contact for internal and external business partners on operational money movement issues
Work with internal business partners to ensure that potential risk factors are understood, and best practices are followed when carrying out money movement responsibilities
Maintain and follow controls to ensure organization meets established standards
Effectively communicate with internal and external business partners
Support the team lead and senior associates on corporate actions
Balance multiple priorities to help the team meet tight timeframes
Work with several different business partners in numerous locations
Be highly motivated, self-directed and an independent problem solver with attention to detail
Qualification
Required
One to three years' experience within a professional, fast paced, corporate environment, preferably in the financial services industry with Defined Benefits knowledge
Experience and confirmed understanding of applicable Fidelity System Applications (Omnipay, XTRAC, Disc Recon) and Microsoft Office products (Word, Excel, Outlook)
Ability to successfully execute a task and move onto the next job function in a fast-paced and deadline-oriented environment
Excellent time management skills
Exhibit strong analytical and problem-solving skills
Excellent written and verbal communication skills
Experience working independently while also ensuring team goals are being met
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase