Process day-to-day deposit and withdrawal transactions accurately and efficiently.
Respond to client queries related to bank accounts via email and phone, providing timely support.
Ensure all control processes, including signature verification, appropriate approval levels, and callbacks, are properly completed before sending transactions to Operations by cutoff times.
Manage day-to-day exception handling by coordinating with Front Office, Risk Management, and Product Management to ensure transactions comply with policy and acceptable risk appetite.
Investigate discrepancies between system records and internal records, resolving issues promptly.
Identify areas for process improvement and implement appropriate solutions to enhance efficiency and accuracy.
Assist in ad hoc projects and tasks as assigned by the supervisor.
