Operations Support Analyst - Private Banking
This is a contract opportunity.
This is an hybrid opportunity in New York City.
The Private Banking Operations Support Analyst will be responsible for providing operational support to various securities-based lending products, including Liquidity Access Line (LAL) and Express Credit Line. In this role, you will establish and maintain effective relationships across multiple internal teams, ensuring smooth execution of services related to Bank and Broker/Dealer Lending Products, Deposit Products, Banking Services, and Vendor Management. The ideal candidate will have 1-3 years of experience and exhibit strong leadership potential, attention to detail, and a strong desire to thrive in a fast-paced, challenging environment. You will be working with Financial Advisors, Private Bankers, Branches, and other internal stakeholders to support and deliver world-class service.
Job Responsibilities• Support the LAL Telephone Hotline by responding to inquiries such as loan status and outstanding issues. Document the nature of calls.
• Meet Phone Performance Metrics, including Average Phone Handle Times, Quality/Accuracy, Professionalism, and Adherence to Phone Script.
• Review loan application and servicing requests to ensure appropriate information is provided for review within Service Level Agreements.
• Communicate any missing information needed to progress loans in the pipeline.
• Reconcile and process monetary transactions, including the review of daily reports.
• Cross-train and learn new functions as needed to provide coverage across different operational areas.
• Train new team members once proficient in processes and procedures.
• Collaborate with team members to accomplish shared goals and contribute to departmental success.
• Perform other related duties as assigned by management.
• 1-3 years of work experience in an operational or client-facing role.
• Strong written and verbal communication skills, with the ability to convey information clearly across various audiences.
• Ability to work operational hours starting at 8:00 AM local time, with occasional weekend and overtime work when necessary.
• Strong organizational, time management, and multi-tasking abilities.
• High attention to detail with the ability to meet strict deadlines.
• Adaptability and flexibility to balance multiple priorities in a demanding environment.
• Proactive attitude towards continuous improvement of processes and controls.
• Strong Microsoft Office skills (Excel, Word, Outlook).
• Ability to work effectively both independently and as part of a team.
• Hybrid position (3 days in office attendance required).
• $25-$30/hr
YUPRO Placement is the nation’s leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices. YUPRO Placement is an equal opportunity employer.
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Join AtkinsRéalis as a Senior Resident Engineer to lead bridge projects and ensure high standards of safety and quality in Abu Dhabi.
Join Liberation Programs Inc as an addiction counselor to provide essential support and guidance to individuals facing substance use challenges.
Become a vital part of Goodyear's service excellence mission as a Fleet Services Technician in Salt Lake City, UT.
As the Business Office Manager at Sanford Health, you will ensure operational efficiency and compliance within our business office, driving financial success and quality service delivery.
Join Protolabs as a Global Logistics Process Owner and play a key role in shaping logistics strategy within a hybrid work environment.
The role of Automotive Team Leader involves supervising production staff while actively participating in daily operations within a fast-paced automotive assembly environment.
Join Domino's Pizza as an Assistant Manager and take charge of the team in a fun and flexible working environment.
Join ProChem Inc. as a Contract Operations Manager, where you will lead contract operations to ensure safe and compliant execution aligned with corporate goals.
Join Bud's Goods as a Machine Operator in Linden, NJ, where you'll lead packaging operations in the cannabis industry.
Join Stanton Carpet as a Samples Project Manager to drive their sample production process and ensure timely delivery of high-quality products.
Subscribe to Rise newsletter