Wealth Operations Officer III - Remote

Overview

The Wealth Operations Officer III is responsible for executing transactions accurately and on time, adhering to established guidelines and service level agreements while supporting process improvement initiatives.

In Short

• Execute transactions accurately and on time.
• Adhere to service level agreements (SLAs).
• Identify opportunities for process improvement.
• Develop and maintain relationships with customers and partners.
• Support compliance with internal and industry regulations.
• Participate in team collaboration and knowledge sharing.
• Manage correspondence and maintain confidentiality.
• Contribute to a positive work environment.
• Engage in personal performance management and development.
• Act as a brand ambassador for the bank.

Requirements

• Undergraduate degree or college diploma preferred.
• 1+ years of relevant experience.
• Strong understanding of customer service principles.
• Ability to work within defined guidelines.
• Knowledge of financial services and regulatory requirements.
• Excellent communication and interpersonal skills.
• Critical thinking and problem-solving abilities.
• Ability to manage multiple tasks and priorities.
• Commitment to diversity and inclusion.
• Willingness to participate in training and development programs.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Recognition programs.
• Supportive work environment.
• Access to online learning platforms.
• Mentorship programs.
• Commitment to community involvement.