The PrivateBank & Trust Operations Analyst II in Chicago, Illinois
This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/ada/r/jobs/5077516 PrivateBancorp, Inc. through its subsidiaries, delivers customized business and personal financial services to middle-market companies, as well as business owners, executives, entrepreneurs and families in all of the markets and communities we serve. We provide a comprehensive benefit package including paid vacation and holidays, 401(k) with employer match, insurance and EAP. Please visit our web site www.theprivatebank.com to learn more about The PrivateBank and Trust Company and PrivateBancorp, Inc. listed on NASDAQ PVTB. The PrivateBank is an Equal Opportunity Employer M/F/Disability/Veteran
The Operations Analyst role is responsible for the validation of deposit account documentation for commercial and consumer new and existing accounts. Performs updates to the deposit exceptions tracking workbook and contributes to the monthly reporting of production and productivity stats and issue tracking. Adheres to policies, procedures, and training materials to maximize efficiency and customer service.
Daily, validate and track deposit account documentation exceptions according to procedure, including AML and Legal documentation and key data fields. Monitor outstanding exceptions, work as a liaison with internal departments and front office staff to close aged exceptions. Answer phone calls, emails and voice messages from internal customers (bankers and client banking specialists) regarding deposit account exceptions or reporting timely. Use collaboration hub and other electronic resources to support the lines of business. Prepare existing paper account files for scanning to document repository and maintain file cabinets in office. Maintain signature database (SQN) and work closely with Technology to troubleshoot issues.
Assist in the completion of complex projects associated with PrivateLink-Client Hub (Open Text), enhancements to the existing validation process, development and escalation of self-identified process improvements, and enhancements to the deposit exception tracking process.
Ability to multi-task, prioritize and organize according to volume and other departmental assignments
Microsoft Office - advanced Excel, Word, Outlook
Strong PC skills and use multi-functional device
Requires effective oral and written communication skills
Knowledge of FIS systems (IBS Insight, Deposit Origination, BIC) and Open Text preferred
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