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Full-Time

Bank Operations Analyst

Posted on 4/1/2024

Tolleson Wealth Management

Tolleson Wealth Management

51-200 employees

Wealth management and private banking services

Fintech
Financial Services

Junior, Mid

Dallas, TX, USA

Category
Inventory Management
Procurement & Sourcing
Quality Control & Compliance
Operations & Logistics
Required Skills
Communications
Management
Requirements
  • 3 years relevant work experience in bank operations and/or audit administration
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to maintain extreme confidentiality when dealing with client matters.
  • Bachelor's Degree or equivalent experience.
  • Experience using Windows based software, including Microsoft Office applications and the ability to quickly learn new technology.
  • Experience utilizing Jack Henry Silverlake a plus.
Responsibilities
  • Coordinate with VP, Bank Operations and Controls to ensure internal control review/quality control process for operational areas of bank is complete
  • Assist with teller and vault audits for all branches
  • Assist in the completion of vendor due diligence reviews for bank-related third party service providers
  • Coordinate with business units to track findings from regulatory exams and internal audits, including validating, tracking, and reporting, as necessary, to Board of Directors
  • Collaborate with Compliance team and other departments to ensure coordination, collection and assemblage of information related to regulatory exams and internal audits is complete, including responding to interview requests, on-site questions and assembling detailed responses to requests for information
  • Ensure preparation and maintenance of work papers and reports related to internal reviews are suitable for inspection by examiners and external audit staff
  • Assist in the development and management of reporting of bank data, leveraging the Cognos and other bank systems
  • Administer bank core systems, including management of updates
  • Assist in various projects to enhance efficiency and quality of service to other bank departments and clients
  • Attend regular compliance-related webinars, seminars, and other training in order to stay abreast of regulatory changes
  • Adhere to all company related policies and procedures
  • Other duties as assigned by management
Tolleson Wealth Management

Tolleson Wealth Management

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Tolleson Wealth Management

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2000

Growth & Insights
Headcount

6 month growth

5%

1 year growth

5%

2 year growth

5%
INACTIVE