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Deposit Operations Associate

CoreTechs Inc.
Santa Clara, California, 95054, United States
February 13, 2018

Job Title: Deposit Operations Associate

Duration: 6 months contract (03/05/2018 to 09/04/2018)

Location: Santa Clara, CA 95054

Pay rate: $19 – 25


An Operations Associate is responsible for, but not limited to, the following functions:

• Performs the quality control and implementation process on all deposit, cash management, and international products.

• Responsible for the on-boarding of new clients and cash management services, department's daily operations, monitoring of department reports, and compliance with bank regulations.

• Provides operational support to internal business partners, including but not limited to Client Advisory Services, Sales teams, and multi-sourcing staff.

• Works closely with the BPO staff and is readily available to provide general assistance with inquiries and supports growth.

• Works on a variety of assignments that are simple to moderately complex in nature that requires banking knowledge or expertise

• Must be able to handle general procedural questions

Job Skill Level

• Operations Associate must have a general ability to multi-task and support cross-functional teams.

• They must display good written and verbal communication skills and a general ability to work well independently as well as part of a team.

• An Operations Associate should have a broad understanding of Bank products, regulations, processes and procedures.

• Must be able to provide basic operational support to internal business partners on simple to moderately complex requests.

• Individual must posess general problem solving and research skills - demonstrating a general ability to to analyze a client request and escalate when necessary.

• This person will often partner with the Operations Advisors to provide guidance on issues and escalations.

• Good client service skills is a must


• Bachelor’s Degree, or 3 years equivalent banking experience