This Banking Credit specialist will be part of the New Accounts team within the Services and Operations Group that leverages an offshore banking platform which provides multi-currency credit and banking offerings the clients international Wealth Management clients. Products offered include securities-based loans, foreign exchange products, deposits, and letters of credit. The New Accounts team primarily supports the client/account onboarding and account maintenance functions.The Analyst role will support the team with day-to-day functions and ad-hoc reviews and projects. This Analyst will partner with Financial Advisors and Advisor teams, Credit Underwriting and Credit Risk, Legal/Compliance, among others, to facilitate the client account-opening process. The Analyst will be responsible for handling new credit and banking facility requests, reviewing new-account requirements and client documentation for accuracy and completeness.
location: Pennington, New Jersey
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 3 Years
Must Have Skillsets Required:
Strong communication skills both oral and written
Strong knowledge of Microsoft PowerPoint, Word and Excel
This candidate must have the ability to work effectively with Financial Advisors and Wealth Management Bankers to facilitate quick turn-around times for closings
Skills include 2-3 years' experience in a corporate environment which may include:
Quickly learning processes
Working on projects (e.g., remediation work)
College degree preferred
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.