Senior Banking Associate - Webull Canada and International
About The Position
The Banking Operations team facilitates the movement of client funds across Webull's platforms, ensuring deposits, withdrawals, transfers, and other banking transactions are processed accurately, efficiently, and securely. The team works with internal departments, banking partners, and external vendors to oversee payment operations, resolve transaction issues, and support new banking products and capabilities. The Senior Banking Associate will oversee day-to-day operations of Webull's Canadian banking infrastructure, including EFT, Interac e-Transfer, wire transfers, bill payments, and foreign exchange. The role is responsible for seamless payment processing, transaction reconciliations, operational risk management, and implementation of new money movement products and vendor integrations. The associate will also collaborate with cross-functional teams and external partners to improve operational efficiency and support banking capabilities in Canada and other international markets. The role is based in Webull's Wall Street office in New York City and includes support for operational incidents during non-standard hours.
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 4–6 years of experience in banking or financial services operations, with hands-on experience in payment processing.
- Currently obtain an SIE license.
- Familiarity with cash transactions, including Canadian EFT, e-transfer, bill payment, and wire transfers; U.S. ACH, wire, and debit card; and currency exchange in other markets.
- Strong analytical skills and experience with reporting, reconciliation, or financial data analysis.
- Familiarity with fraud techniques and resolution.
- Exceptional attention to detail and the ability to work accurately under pressure.
Nice To Haves
- Experience working in a broker-dealer environment.
- Active Series 7 license.
- Ability to investigate complex transaction issues, resolve reconciliation discrepancies, and identify operational improvements while maintaining accuracy and minimizing risk.
- Experience supporting launches of banking products, payment capabilities, or vendor integrations through cross-functional implementation and operational readiness.
- Ability to thrive in a fast-paced environment, take initiative, manage competing priorities, and support evolving business needs across multiple markets.
Responsibilities
- Manage daily operations for Canadian payment rails, including EFT, Interac e-Transfer, wire transfers, bill payments, and foreign exchange, and ensure seamless transaction processing.
- Investigate and resolve instant transfer inquiries, reversals, and account postings; restrict accounts as needed.
- Launch and integrate new money movement products with processors, banks, and clearing firms.
- Build reporting and reconciliation frameworks for new product launches and ensure data integrity across client-facing and back-end systems.
- Coordinate vendor integrations from kickoff to completion, including scheduling meetings, managing agendas, and improving the onboarding experience.
- Draft customer-facing disclosures and reminders for UI updates, and test new cash transfer and FX features across web and mobile.
- Serve as the primary point of contact for operational incidents and emergency escalations, including support during non-standard hours.
- Take ownership of client issues through research, clear communication, and timely resolution.
- Follow risk controls and escalation procedures during fraud investigations.
- Cross-train on U.S. banking operations to provide backup coverage across both markets.
- Review bank statements daily to unfreeze bank links.
- Support ad hoc operational needs for international branches.
Benefits
- 100% paid medical and dental insurance for employees and dependents, plus vision insurance and other health coverage.
- 401(k) match.
- Commuter benefits for New York positions.
- Short-term disability coverage.
- Generous time off that increases with tenure.
- Paid parental leave, personal days, sick time, volunteer days, and company holidays.
- Fitness and wellness benefits.
- Pet insurance.
- Tuition reimbursement for relevant degrees, certifications, and training.
- Catered breakfast every Monday and lunch every Friday, fully stocked kitchens, and monthly happy hours.
- Discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
