WM&AS Resources Account Analyst I-III

Job description

Wealth Management & Advisory Services (WMAS) Resources Account Analysts serve as proactive, client-focused, trusted financial partners to internal and external clients and are responsible for effective operational service in performing duties as assigned in one or more of the following areas of responsibility within the WMAS department: Relationship Support, Operational Account Management, Funds Processing and other areas of responsibility. Incumbents are responsible for maintaining compliance with State and Federal regulations, Bank policies, and legal requirements. Ensures accurate and timely review and completion of tasks assigned. Functions may encompass special projects, training support, policy and procedure review and development, work improvement and technical support across multiple teams and platforms. Positively supports management and leads team through philosophy and policy change. Essential Functions: Production and Compliance: - Demonstrates strong attention to detail with the ability to organize and prioritize daily workflow and handle multiple tasks in order of importance, while minimizing risk to the Bank. - Performs as ‘gate keeper’ for all requests for action fr...