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Operations Support Analyst - Private Banking  image - Rise Careers
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Operations Support Analyst - Private Banking 

Company Description

Jobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.

Company Name: YUPRO Placement

Job Description

Operations Support Analyst - Private Banking 
This is a contract opportunity.
This is an hybrid opportunity in New York City. 

About this Position

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.

Job Skills/Requirements

• 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.

Additional Information

• Hybrid position (3 days in office attendance required).

Pay/Salary Range

• $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.

 

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Average salary estimate

$57200 / YEARLY (est.)
min
max
$52000K
$62400K

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.

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Contract, hybrid
DATE POSTED
March 20, 2025

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