About The Position

Short Term Liquidity Solutions – Analyst/Associate Primary responsibility is to provide accurate rate quotes and information about our Time Deposit and Savings account products. Monitor and maintain awareness of current market rates and comparable securities to deposits Support and maintain strong relationships with our corporate customers Attentive to detail when booking and reviewing trade inputs. Assist with on-boarding new clients in the system, working closely with KYC, Legal, and the back office to complete the registrations. Help maintain and track portfolio cash balances throughout the day Generate the weekly and monthly internal balance reports.

Requirements

  • Bachelor’s degree required
  • One to three years of general Banking experience
  • Strong attention to detail and problem solving skills
  • Excellent verbal and written communication skills
  • Proficient in Bloomberg
  • Positive team player
  • Series 63 and 79 required

Nice To Haves

  • Having relationships with corporate clients’ treasury groups is a plus

Responsibilities

  • provide accurate rate quotes and information about our Time Deposit and Savings account products
  • Monitor and maintain awareness of current market rates and comparable securities to deposits
  • Support and maintain strong relationships with our corporate customers
  • Attentive to detail when booking and reviewing trade inputs
  • Assist with on-boarding new clients in the system, working closely with KYC, Legal, and the back office to complete the registrations
  • Help maintain and track portfolio cash balances throughout the day
  • Generate the weekly and monthly internal balance reports
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