Retail Banking Specialist (Operations)Masis Professional Group • Middlesex County, CT, United States
Retail Banking Specialist (Operations)
Masis Professional Group • Middlesex County, CT, United States
6 hours ago
Job type
- Full-time
Job descriptionSupport the setup and maintenance of new trust, investment, and banking accounts. Ensure all documentation complies with internal policies, regulatory requirements, and fiduciary standards. Coordinate with custodians, banks, attorneys, and advisors to resolve account or transaction issues. Adhere to internal controls, audit requirements, cybersecurity protocols, and regulatory frameworks. Maintain accurate and complete records for all banking transactions. Support internal and external audits by providing documentation and responding to inquiries. Deliver high-touch operational support to relationship managers, trust officers, and investment teams. Respond promptly to internal inquiries regarding cash positions, payments, or account status. Participate in process improvement initiatives to enhance efficiency and reduce risk. 1–3 years of experience in banking operations, trust operations, or cash management. Strong understanding of wires, ACH, check processing, cash reconciliation, and general banking procedures. High attention to detail with strong organizational and problem-solving skills. Ability to thrive in a small, fast-paced, confidential environment. Proficiency in MS Office (Excel, Word, Outlook). Excellent communication and interpersonal skills. Experience working in a trust company, private bank, family office, or wealth management firm. Knowledge of fiduciary accounting and trust administration. Familiarity with trust operations systems Bachelor’s degree in Finance, Accounting, Business, or related field.
Banking Operations Associate
The Banking Operations Associate plays a critical role in supporting day-to-day trust and cash operations for client accounts. This individual ensures the accuracy, timeliness, and integrity of all banking activities, including cash movements, deposits, money transfers, account openings, and reconciliation.
Responsibilities :
Daily Banking & Cash Operations
- Process incoming and outgoing wires, ACH transactions, journals, and check disbursements.
- Monitor daily cash positions and ensure sufficient liquidity across client accounts.
- Execute deposits, transfers, and trust distributions with accuracy and within established approval processes.
- Maintain and authenticate payment instructions in accordance with firm security protocols.
Trust Account Administration
Compliance & Risk Management
Client Service & Cross-Functional Support
Qualifications
Preferred
Create a job alert for this search
Operation Specialist • Middlesex County, CT, United States
Related jobs
Provides empathetic pharmacy consulting services to patients regarding the effective use of medications and drug interaction awareness.
Offers preventive and clinical healthcare services, including ...Show more
Starting Salary : $19 / hour and up.As a Citizens Teller - YOU make a real difference for our customers and the branch team.
You'll greet our customers in our lobbies.You're comfortable enough with t...Show more
The primary purpose of this position is to provide consistent, high quality customer service, including needs identification and cross-selling / referrals, while accurately and effectually processing...Show more
THE ARMY HEALTH CARE ADVANTAGE As a member of the Army health care team, you’ll receive benefits that you won’t be able to get in a civilian career.
Challenging Work Feel inspired with great case di...Show more
Metro Physical & Aquatic Therapy is a comprehensive multidisciplinary company who offers Physical, Occupational, Speech Therapy, Massage and Acupuncture services.
We take great pride in inspiring ou...Show more
The Middlesex Corporation is a nationally recognized and award-winning leader in the heavy civil construction industry.Since 1972, the family business founded by Robert W.Pereira has developed an e...Show more)
At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve.
We take pride in promoting a social...Show more
Joining H&R Block • as an experienced.You'll be an integral part of delivering on our brand purpose to provide help and inspire communities everywhere.
What you'll bring to the role : .Post financial t...Show more
Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common : Pride in what we do, knowing every moment matters here.
We invite you to become part of Connecticut’...Show more
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our gro...Show more
The Patient Navigator (PN) will provide essential services to patients, caregivers, & healthcare providers, ensuring seamless access to our client's product, support, & resources.They are responsib...Show more
Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common : Pride in what we do, knowing every moment matters here.
We invite you to become part of Connecticut'...Show more
Our mission is to promote relaxation, stress relief, and a pain free lifestyle through therapeutic massage and float therapy while supporting our clients in healing holistically.Come join out talen...Show more
Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office.
Benefits : Health Insurance, 401K, Vacation& PTO.Apply now! Work f...Show more
Main Street - Centerbrook, Connecticut 06409.Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.
As a Lead Teller, you act as a resource in ide...Show more
To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values.
These values - integrity, patient-centered, respect, account...Show more
We’re seeking dependable individuals who want to build a side income alongside their full-time work.This role offers flexible tasks you can perform outside your regular job hours.You’ll be given st...Show more
Full Time Branch Ambassador- East Suffolk Area.The Reimagined Branch Experience : .Welcome to a new idea in banking.Here at Capital One, we're redefining how people bank.
You see, we believe banking s...Show more
Pharmacy Manager
Walgreens • Bridgehampton, NY, United States
Full-time
Last updated: 30+ days ago • Promoted
Citizens Teller
Citizens • East Lyme, CT, United States
Full-time
Last updated: 9 days ago • Promoted
Teller I
Dime Bank • East Lyme, CT, United States
Full-time
Last updated: 20 days ago • Promoted
Reserve Prosthodontist
United States Army • East Hampton, NY, United States
Full-time
Last updated: 28 days ago • Promoted
Home Visits Physical Therapist (Full Time)
Metro Physical & Aquatic Therapy • New Suffolk, NY, United States
Full-time
Last updated: 30+ days ago • Promoted
Cost Engineer
The Middlesex Corporation • Old Saybrook, CT, United States
Full-time +1
Last updated: 11 days ago • Promoted
Teller (I, II, or Sr.)
Liberty Bank (Connecticut) • East Haddam, CT, United States
Full-time
Last updated: 30+ days ago • Promoted
Bookkeeper - Franchise Location
H&R Block • Marlborough, CT, United States
Full-time
Last updated: 4 days ago • Promoted
Clinical Services Assistant - The Ridge Recovery Center (Per Diem)
Hartford Healthcare • Willimantic, CT, United States
Full-time
Last updated: 30+ days ago • Promoted
EntryLevel Financial Advisor
Eastern Advisory Group • Sag Harbor, NY, United States
Full-time
Last updated: 1 day ago • Promoted
Diabetes Patient Navigator
Syneos Health / inVentiv Health Commercial LLC • New Suffolk, NY, United States
Full-time
Last updated: 2 days ago • Promoted
Clinical Services Assistant - The Ridge Recovery Center
Hartford HealthCare at Home • Willimantic, CT, United States
Full-time
Last updated: 4 days ago • Promoted
Licensed massage therapist
TRANQUIL BALANCE • East Lyme, CT, United States
Full-time
Last updated: 30+ days ago • Promoted
Work From Home
Remote Jobs • Salem, CT
Remote
Full-time
Last updated: 29 days ago • Promoted
Lead Teller
Key Bank • Centerbrook, CT, United States
Full-time
Last updated: 12 days ago • Promoted
Surgical Services APP (Westbrook Center)
Yale New Haven Health • Westbrook Center, Connecticut, US
Part-time
Last updated: 2 days ago • Promoted
Side Hustle Specialist (Evenings & Weekends)
Finance Buzz • Sag Harbor, New York, US
Full-time +1
Last updated: 30+ days ago • Promoted
Full Time Branch Ambassador- East Suffolk Area
Capital One • East Hampton, NY, United States
Full-time +1
Last updated: 30+ days ago • Promoted