Account Manager Account Manager …

TIAA
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Competitive
TIAA
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Account Manager
All companies + Hiring difference makers. ☰ Account Transaction Manager - Dallas, TX - Banking New TIAA Bank About an hour ago Post Date Apply for Job Share this Job

Position Summary:

Assist and support Deposit Operations Management with planning and company initiatives.  Provide guidance to associates on complex IRA and decedent account decisions.


Key Responsibilities & Duties:

 Excellent analytical and research skills
 Excellent attention to detail
 Excellent organization skills
 Ability to think outside the box and make informed, risk-based decisions
 Knowledge of Bank Secrecy Act(BSA), Office of Foreign Assets Control (OFAC), KYC, CIP regulations
 Excellent verbal and written communication skills
 Demonstrated initiative to build expertise on more complex assignments
 Proven ability to research complex scenarios and make appropriate decisions
 Ability to meet team quality standards
 Excellent ability to recognize and prioritize critical issues
 Ability to exercise a high level of independent judgment
 Demonstrates the expertise or seeks out the subject matter expert on system, policies, and procedures and assist associates with complex applications
 Ability to work independently

    Qualifications:

    Required:
      High school diploma or equivalent required
      5 or more years of leadership experience
      3 or more years of analytical and research and or client facing resolution experience
      5 years of experience working in a financial services or banking environment
      3 years with Individual Retirement Accounts and/or deceased processing; (For example: BSA, KYC, CIP in accordance with USA PATRIOT Act regulatory programs; and performing handling high risk analysis within banking operations)

    Preferred:
      Bachelor degree preferred
      Certified IRA Service Professional preferred
      1 year of people leadership experience or a track of progressively responsible positions within banking operations including leading projects or initiatives preferred
      Proficient at the Call Quality Monitoring, system input and evaluations preferred
Equal Employment Opportunity is not just the law, its our commitment. Read more about the . If you need assistance applying due to being visually or hearing impaired, please email , or call We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Additional Information
  • Requisition ID: 1725864
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