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Webull

Commission-free online stock trading platform

Senior Banking Associate

TreasuryPosted on Nov 9
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree in Finance, Economics, Business, or a related field is required.
  • Four to six years of experience in banking or financial services operations, including hands-on payment processing experience.
  • Currently obtaining the SIE license.
  • Familiarity with cash transactions, including Canadian EFT, e-transfer, bill payment, and wire transfers; U.S. ACH, wire, and debit card transactions; and currency exchange in other markets.
  • Analytical skills and experience with reporting, reconciliation, or financial data analysis.
  • Familiarity with fraud techniques and resolution.
  • Ability to maintain accuracy under pressure and attention to detail.

Responsibilities

  • Manage daily operations for Canadian payment rails, including EFT, Interac e-Transfer, wire transfers, bill payment, and foreign exchange, and ensure seamless transaction processing.
  • Investigate and resolve instant transfer inquiries, reversals, and account postings, and restrict accounts as needed.
  • Launch and integrate money movement products with processors, banks, and clearing firms.
  • Build reporting and reconciliation frameworks for new product launches and maintain data integrity across client-facing and back-end systems.
  • Coordinate vendor integrations from kickoff through completion, including scheduling meetings, managing agendas, and improving the onboarding experience.
  • Draft customer-facing disclosures and reminders for user-interface updates, and test cash transfer and foreign-exchange features across web and mobile.
  • Serve as the primary contact for operational incidents and emergency escalations, including support during non-standard hours.
  • Research client issues, communicate clearly, and resolve them in a timely manner.
  • Follow risk controls and escalation procedures during fraud investigations.
  • Cross-train on U.S. banking operations to provide backup coverage across both markets.
  • Review bank statements daily to unfreeze bank links.
  • Support ad hoc operational needs for international branches.

Desired Qualifications

  • Experience in a broker-dealer environment.
  • An active Series 7 license.
  • Ability to investigate complex transaction issues, resolve reconciliation discrepancies, and identify operational process improvements while maintaining accuracy and minimizing risk.
  • Experience supporting the launch of banking products, payment capabilities, or vendor integrations and working cross-functionally to ensure successful implementation and operations.
  • Ability to take initiative, manage competing priorities, and support evolving business needs across multiple markets.

About the Company

Webull

Commission-free online stock trading platform

Webull provides a commission-free online stock trading platform focused on individual investors. It offers real-time market quotes, customizable charts, multiple technical indicators, and advanced analysis tools, with support for full extended hours trading (pre-market and after-hours). Its product suite includes stocks, fractional shares, options, ETFs, and ADRs, with no commission fees or deposit minimums. Revenue comes from interest on uninvested cash, margin lending, and payment for order flow. This makes it a technology-driven option for retail traders seeking accessible trading tools and flexible market access. The company aims to help retail investors take control of their financial future by providing an easy-to-use platform with powerful analytics and extended trading hours.

Company size
501-1,000
Company stage
IPO
Headquarters
Saint Petersburg, Florida
Founded
2017

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