Banking Deposit Operations Team Lead
Job Reference #
311688BR
Job Type
Full Time
Your role
Do you have a passion for building and executing high quality white glove Banking Operations? UBS aims to modernize the Banking capabilities of UBS Bank USA, by delivering a more holistic, full-service Digital offering to our clients. Building on its already high-performing Bank and strong net promoter scores with digitally led and high touch capabilities, UBS will further align to our client promise personalized, relevant, on-time, and seamless services.
Responsible for the build, oversight, coordination, and management of the Deposit Operations team as they perform general operations functions including deposits, fulfillment, account maintenance, statements, taxes, decedents, Court Order processing and other tasks included in the banks core systems in compliance with all established policies and procedures
Initially responsible for partnering with key Technology and Product partners to define the needs of the Deposit Operations functions and to help design and test the implementation of a toolset to assist with those functions
Design and document operational process in line with the built capabilities to ensure clients' needs are supported
In line with both actual activity and forecasted growth models build capacity plans and resource models, to effectively support activity in the most cost-efficient manner.
Oversee and support physical mail processing as it relates to returned mail, certified checks, and formal documentation (eg death certifications, etc).
Communicate to all key stakeholders throughout Change the Bank (CTB) and Run the Bank (RTB) milestones, status updates, potential risk issues and escalating as appropriately
Your team
You will be part of the Banking Operations Team within the Global Wealth Management in the Weehawken Office.
Your expertise
Bachelors degree preferred, or equivalent work experience required
8+ years of Banking operations experience
Self-motivated individual with lean, innovative thought leadership methodologies to drive ongoing enhancements
Demonstration of keen analytical/problem-solving skills
High attention to detail and accuracy
Strong organizational and time management skills
Robust communication skills: written, verbal, visual presentations, and effective listening skills
Ability to be cross-fungible and multi-task under pressure
Proficient in Microsoft Office
Supporting vendor governance and relationship support
About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Apply Now
311688BR
Job Type
Full Time
Your role
Do you have a passion for building and executing high quality white glove Banking Operations? UBS aims to modernize the Banking capabilities of UBS Bank USA, by delivering a more holistic, full-service Digital offering to our clients. Building on its already high-performing Bank and strong net promoter scores with digitally led and high touch capabilities, UBS will further align to our client promise personalized, relevant, on-time, and seamless services.
Responsible for the build, oversight, coordination, and management of the Deposit Operations team as they perform general operations functions including deposits, fulfillment, account maintenance, statements, taxes, decedents, Court Order processing and other tasks included in the banks core systems in compliance with all established policies and procedures
Initially responsible for partnering with key Technology and Product partners to define the needs of the Deposit Operations functions and to help design and test the implementation of a toolset to assist with those functions
Design and document operational process in line with the built capabilities to ensure clients' needs are supported
In line with both actual activity and forecasted growth models build capacity plans and resource models, to effectively support activity in the most cost-efficient manner.
Oversee and support physical mail processing as it relates to returned mail, certified checks, and formal documentation (eg death certifications, etc).
Communicate to all key stakeholders throughout Change the Bank (CTB) and Run the Bank (RTB) milestones, status updates, potential risk issues and escalating as appropriately
Your team
You will be part of the Banking Operations Team within the Global Wealth Management in the Weehawken Office.
Your expertise
Bachelors degree preferred, or equivalent work experience required
8+ years of Banking operations experience
Self-motivated individual with lean, innovative thought leadership methodologies to drive ongoing enhancements
Demonstration of keen analytical/problem-solving skills
High attention to detail and accuracy
Strong organizational and time management skills
Robust communication skills: written, verbal, visual presentations, and effective listening skills
Ability to be cross-fungible and multi-task under pressure
Proficient in Microsoft Office
Supporting vendor governance and relationship support
About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Apply Now