Business Analyst II – Private Banking Operations

1. Interview Process: One round, in person
2. Experience: 1–6 years

Background

Primary Responsibilities

1. Establish and maintain effective relationships to provide high-quality service across multiple securities-based lending products.
2. Provide phone and correspondence support related to Liquidity Access Line and Express Credit Line lending products.
3. Support Financial Advisors, Branches, and other internal employees.
4. Collaborate with internal business partners to support operational processes and client service.
5. Contribute to operational efficiency, controls, and process improvement initiatives.
6. Support activities related to areas such as AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management, and Client Services.

Required Qualifications

1. 1–6 years of relevant professional experience.
2. Demonstrated track record of achievement and ability to take initiative in a challenging environment.
3. Strong written and verbal communication skills.
4. Self-motivated with a strong sense of ownership and accountability.
5. Adaptable team player with the ability to work collaboratively.
6. Strong attention to detail and ability to meet strict deadlines.
7. Excellent organizational and time-management skills.
8. Ability to multitask effectively in a fast-paced environment.
9. Strong analytical and critical-thinking skills.
10. Ability to evaluate information from multiple sources and make sound decisions.
11. Ability to proactively contribute to improvements in controls and operational efficiency.
12. Strong Microsoft Office skills.

Preferred Qualifications

1. Familiarity with financial markets and the regulatory landscape.
2. Project management experience.
3. Business analysis experience.
4. Exposure to banking, lending, wealth management, or financial operations.