Investment
bank operations staff are responsible for the efficient, accurate, profitable and risk - free clearing and settlement of bank transactions for corporate and government clients.
What do investment
bank operations staff do?
Not exact matches
Only eight of the
banks said they have started moving
staff or hiring employees locally to bolster their European
operations because of Brexit.
The PDP lamented that «about three airlines, local and international, like some
banks, have suspended
operations and sent their
staff on indefinite leave due to the poor state of the Nigeria's economy.
Protective Cover Case Applicable objects: Home Tablet PC anti-drop, School teaching Tablet PC protection, Company
operation on - site Tablet PC anti-skid protection, Logistics
operation Tablet PC daily protection,
Bank staff Tablet PC protection, Archaeologist Tablet PC protection, etc...
Staffs of Marathahalli Axis
bank branch makes my loan process easy, convenient and hassle free with their online mode of
operations, I pinged them about my personal loan need, and their executive talked to me instantly and explains about the loan process exactly as mentioned in the site personalloan - bangalore.
«Overseas
banks currently using the UK as a base for accessing the EU market and employing an estimated 115000
staff are likely to be looking closely at their
operations in the UK in the context of the leave vote.
Trained new audit
staff in the examination of assigned areas of
operation and also on other various auditable units of the
bank.
Train new
staff in
bank operations, customer services, and administrative policies and procedures.
Additional responsibilities of the
Banking Customer Service Rep include: • Handling cash and processing customer transactions • Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals • Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed • Handling customer issues with professionalism and seamlessly directing complex issues to management
staff • Maintaining up - to - date knowledge of financial center policies, procedures, products and services • Performing daily office responsibilities alongside other
staff members to maintain the efficient
operation of the financial center.
AFTER:
OPERATIONS SUPERVISOR: Manage, schedule and train nine retail
bank staff, including tellers, mortgage specialists, administrative and customer liaisons.
As one of the most popular
banks in the country, Wells Fargo hires the best
staff to run its
operations.
Oversaw daily
operations of the
bank and resolved
staff issues by suggesting possible solutions on minor problems
Supervised effective working of entire
banking staff and ensure hassle - free
operations for customers
• Assisted the store manager in daily
operation of the store (occasionally assuming store responsibility in his absence) • Sold merchandise to customers following GNC's prescribed selling procedure • Assisted manager in the implementation of complete merchandise information accurately in time • Ensured GNC's standard of store presentation was being followed by
staff • Took responsibility of keeping store clean and uncluttered by managing team of sweepers and cleaners • Received, checked and shelved all merchandise products • Assisted manager in placing purchase orders and managing inventory • Completed all training materials and communicated company newsletters and other information to
staff regularly • Recorded information into registers manually and in computerized systems • Completed daily registering and store open / close functions • Took responsibly of company
bank deposits as required by the store manager
Responsible for supervising the day to day running and
operations of the
bank, whilst at the same time creating a professional, helpful and customer friendly environment for
staff to work in.
PROFESSIONAL EXPERIENCE PNC
BANK, Evanston, IL (6/2012 to Present) Branch Manager • Determine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with
bank management and sales teams to determine sales targets • Ascertain that
bank staff is aware of sales targets and perform reviews towards these goals • Manage branch
operations and motivate
staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that
staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and
staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the
bank's revenue and sales goals are met constantly
This unique corporate position requires experience in the following areas: • Overseeing financial
operations of multiple corporations and LLC?s • Supervising corporate accounting
staff and their related functions • Preparing financial analyses for companies and divisions • Managing cash flows • Facilitating positive
banking relationships • Working knowledge & experience with QuickBooks (2015 preferred) Other additional skills include: • Ability to build a strong team • Working in a time driven environment • HR and Health Care knowledge / experience • Overseeing IT functions This position offers great benefits including Health, HSA, FSA.
Sarthak Laboratory (India) 2001 — 2003 Clinical Technologist • Cultured and identified aerobic organisms from blood, urine, stool, sputum, and other specimens • Detected human lymphocytic cells from blood specimens • Directed and managed blood
bank ensuring efficient and organized
operations • Trained junior
staff members providing assistance and guidance as needed
VISTAssociates, Inc. (Marlborough, MA) 1985 — 2001 Inside Sales Manager / Office Manager / Accountant • Oversee corporate accounting and office management ensuring profitable and professional
operations • Responsible for purchasing, supply, inside sales support, and customer service • Hire and train large
staffs ensuring they understand the brand and adhere to corporate policies • Manage payroll, accounts payable / receivable, tax returns, closings, reconciliations, and
banking • Serve as benefits administrator responsible for 401 (k)'s, insurance, and leave
Taylor Glenn Inc. (La Canada, CA) 09/2008 — 04/2010 Care Coordinator / Office
Staff • Coordinate office and caregiver schedules ensuring effective and professional
operations • Draft and write letters, emails, and memos to clients and employees • Responsible for human resource activities including recruitment, issue resolution, and termination • Manage client accounts tracking services rendered, billing, and contact information • Direct accounts payable and accounts receivable as well as
bank transactions • Oversee filing system, company inventory, and supply purchases
Professional Duties & Responsibilities Managed daily
banking operations and financial product sales for multinational
banking institutions Generated significant revenue through successful leveraging of
bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support
staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business
Professional Experience Branch
Banking and Trust (BB&T) 7/2003 — Present Certified Senior Teller Supervisor 6/2006 — Present • Managed, trained, and scheduled
staff ensuring efficient and professional
operations • Recruited, interviewed, and hired teller employees • Assisted area
operations manager with routine internal audits • Named one of the «Top Three Tellers» in the region • Awarded «Five Years of Dedicated Service» and «Olympian Award» for excellence in customer service, management, and exceptional work ethic
Harris
Bank Wilmette (Wilmette, IL) 1992 — 2000 Assistant Vice President / Senior Personal Banker • Consistently exceeded sales goals through effective networking, cold calling, and other tactics • Developed working knowledge of all bank products to provide best possible customer service • Worked with multiple company departments to create holistic client portfolios • Oversaw loan applications, client account opening, closings, and modifications • Ensured bank compliance with all industry and legal regulations, policies, and procedures • Trained banking staff at multiple locations in industry best practices and software opera
Bank Wilmette (Wilmette, IL) 1992 — 2000 Assistant Vice President / Senior Personal Banker • Consistently exceeded sales goals through effective networking, cold calling, and other tactics • Developed working knowledge of all
bank products to provide best possible customer service • Worked with multiple company departments to create holistic client portfolios • Oversaw loan applications, client account opening, closings, and modifications • Ensured bank compliance with all industry and legal regulations, policies, and procedures • Trained banking staff at multiple locations in industry best practices and software opera
bank products to provide best possible customer service • Worked with multiple company departments to create holistic client portfolios • Oversaw loan applications, client account opening, closings, and modifications • Ensured
bank compliance with all industry and legal regulations, policies, and procedures • Trained banking staff at multiple locations in industry best practices and software opera
bank compliance with all industry and legal regulations, policies, and procedures • Trained
banking staff at multiple locations in industry best practices and software
operation
Professional Experience Harris
Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily
operations and personnel • Hired, trained, scheduled, and supervised
staff of 10 tellers, personal bankers, and support
staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on
banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial
banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris
Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured
banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient
operations
Compliance Officer — Duties & Responsibilities Responsible for identification and investigation of suspicious financial transactions Examine financial records, customer activity, and recommend appropriate remedial measures Maintain comprehensive records detailing ongoing investigations, activity reports, and other pertinent data Coordinate investigations and situation reports with legal department and applicable regulatory authorities Develop proficiencies in industry specific financial monitoring software programs Perform public figure, employee, Advice of Drawing, Dreyfuss and International Cash Letter investigations Design and implement employee training and development materials to enhance team efficacy Serve on Oversight Committee to assist in strategic planning and best practice development Train and oversee teller team and
bank support
staff ensuring professional
operations Study internal literature to become an expert on products and services Craft effective presentations and proposals regarding compliance best practices and client investigations Recruit, train, and direct
staff ensuring they understand the brand and adhere to company policies and procedures Strictly adhere to budgets and schedules Represent company brand with poise, integrity, and positivity