Wealth Management - DE Cash Processing - Team Member
Job Category: Asset Management
Roles & Responsibilities:
- Include specific functions/ tasks/ performance objectives
- The primary responsibility of cash processing team is to release and process wire transfers.
Job responsibility includes:
- Processing of fax requests received from the Client Service Group
- Working on multiple functions such as FX, Bill Payment and Overdraft reporting
- Monitoring of queues and workflows and adhere to multiple cutoffs
- Play an active role in user acceptance testing for all technology releases and enhancements
- Be part of root cause analysis and other initiatives related to the line of business
Essential Skills & Experience:
- The primary responsibility of this position is to provide processing support for effective and efficient process delivery to:
- Ensure adherence of operational procedures to complete task in an accurate and timely manner.
- This role requires meticulous attention to detail.
- An acute awareness of the high risk, time critical and complex nature of the Private Banking environment, an ability to work under pressure and to meet tight deadlines is essential.
- Flexible to work overtime and on holidays
- Ability to work in a deadline driven environment
- A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through
- Client focused
- Uses initiative & readily questions
- Must be very detailed oriented.
- An appreciation of control and quality issues.
- Control orientated
- Risk awareness
- Support the team in their mission to provide top quality operations.
- Document procedures and identify requirements for additional controls.
- Completion of daily checklist and reporting.
- Establish excellent relationships with various internal departments and external parties with whom interaction is required.
- Actively work with the team to resolve exceptions. Prepare case notes and discuss learning's with team.
- Look for opportunities to improve process efficiency
- Knowledge of Microsoft Word, Excel and Access.
- Good time management skills
- Excellent written & spoken English communication skills.
- Atleast 0-2 years experience in an Operations / Banking / Securities Market environment.
- Prior knowledge of SWIFT, FED Wire or any other fund transfer system desirable.
Location: Mumbai, MH, IN