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Wealth Management Business AnalystPark National Bank • Brooklyn, New York, United States
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Wealth Management Business Analyst

Park National Bank
  • US
    Brooklyn, New York, United States
  • US
    Brooklyn, New York, United States
Jetzt Bewerben

Über

Responsibilities
Prepare and analyze department metrics and reporting to measure success and identify opportunities for improvement
Collaborate with applicable software stakeholders to identify needs and design efficient, effective solutions to improve the client experience
Maintain thorough understanding of internal trust operations business processes, internal and external customer needs, external competitive landscape, and industry technology trends
Develop and maintain operating procedures, internal user documentation, and internal user training and provide training and ongoing support to external end-users
Fulfill the role of business line coordinator for projects such as software releases, monitoring system upgrades and coordinating UAT testing
Provide support to ensure data is reconciled and issues resolved timely
Develop and maintain report templates
Oversee trust operations vendor relations and liaise with Park systems team to coordinate and resolve issues
Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned
Competencies
Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
Leadership/Management Skills
Ability to influence others
Ability to build collaborative relationships
Ability to develop or mentor others
Ability to work as part of a team
Organizational Skills/Detail Oriented
Analytical Thinking
Able to Multi-Task or Juggle Priorities
Problem/Situation Analysis
Technical Expertise
Strategic Planning and Decision Making
Creativity
Education and Experience
2- 4 Years of Banking and/or Trust experience required
At a minimum, employees must obtain a HS Diploma or GED.
4 Year / Bachelors Degree - Business analytics, finance, accounting or related field OR Combination of prior experience in business analytics, trust, accounting, or banking is preferred
Travel Requirements No travel is expected.
Physical Requirements This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
Equal Opportunity Employer Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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  • Brooklyn, New York, United States

Sprachkenntnisse

  • English
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