Full-Time

ATM Channel Ops Manager

Posted on 9/17/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid

Goldsboro, NC, USA

Hybrid work schedule at posted location.

Category
Supply Chain Management
Operations & Logistics
Required Skills
Data Analysis
Requirements
  • High School Diploma/GED or equivalent work experience.
  • 3 years' experience in a related field of banking operations or retail/commercial banking.
  • Attention to detail and solid project management, research, or specialized technical skillsets.
  • Ability to comprehend, analyze, and interpret moderately complex business situations.
  • Strong collaboration, persuasion, negotiating and relationship building skills with demonstrated ability to create and execute action plans.
  • Ability to motivate peers, subordinates, and third party vendor partner groups to take desired action.
  • College degree with a focus on business, logistics, or engineering (preferred).
  • 3 years of back office financial services industry, business process analytics, or technology project management experience (preferred).
  • Specific certification in the area of process improvement, change management, hardware asset management (preferred).
Responsibilities
  • Responsible for ownership and management of a critical function with a moderate to high level of complexity and risk, and a limited scope within a purpose driven ATM Channel Operations sub-group or Team.
  • Responsible for planning, organization, leadership, and risk mitigation of an assigned critical function as delegated by the ATM Channel Operations Senior Manager or Operations Manager w/Staff.
  • Accomplishes critical function objectives within schedule deadlines through influencing and interactions with process stakeholders, ensuring effective coordination occurs between teammates, stakeholders, and third party vendor partners.
  • Makes decisions within assigned critical function regarding business rules, workflow, preparation of procedures, and timely delivery of services and oversees the quality of delivery striving to exceed standards.
  • Informs and influences ATM Channel strategy with fleet performance optimization and technology/tool enhancement requests.
  • Subject matter expertise and management of assigned critical function including ATM monitoring applications, third party contract and SLA performance adherence, ATM Channel process performance data analytics, and asset management toolsets and databases.
  • Manage assigned critical function activities adhering to principles of Lean thinking and process simplification.

Truist offers a platform for Registered Investment Advisors (RIAs) to streamline their operations and improve client experiences. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs serve more clients at lower costs. Unlike competitors, Truist provides these services for free and monetizes through a vertically-integrated custodian service. The company's goal is to empower RIAs to grow their businesses and enhance client interactions.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

24%

1 year growth

37%

2 year growth

72%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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