Bank Operations Analyst
Posted on 4/1/2024
Tolleson Wealth Management

51-200 employees

Comprehensive wealth management services for affluent families
Company Overview
Tolleson Wealth Management, a multi-family office, excels in providing a comprehensive range of wealth management services, including investment management, trustee services, philanthropy, and private banking, tailored to simplify the financial lives of their high-net-worth clients. The company's culture fosters a supportive environment where passion aligns with purpose, promoting the well-being of both clients and colleagues. Their unique understanding of family dynamics and long-term needs, drawn from decades of experience, positions them as a trusted partner for families with complex financial affairs.
Financial Services

Company Stage

N/A

Total Funding

N/A

Founded

2000

Headquarters

Dallas, Texas

Growth & Insights
Headcount

6 month growth

-4%

1 year growth

3%

2 year growth

1%
Locations
Dallas, TX, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Management
CategoriesNew
Operations & Logistics
Inventory Management
Procurement & Sourcing
Quality Control & Compliance
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