Senior Operations Analyst (Client Account Management)

IntraFi•Arlington, VA

About The Position

At IntraFi, we do more than innovateâwe empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here. As the nationâs largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizesâfrom community banks to large financial organizationsâwhich enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services. Your Role You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.

Requirements

Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
High competency in Excel, Access, SQL and PowerPoint
Ability to achieve results by managing expectations of both internal and external customers (and outside vendors), communicating in a timely fashion, and utilizing effective procedures and plans in place.
Ability to work independently yet integrate personal results in a team environment.
Able to produce accurate work product.
Ability to analyze and write business requirement documents to improve or expand the functionality of a technology business platform.
Strong analytical and critical thinking skills.
Strong oral and written communication skills.
Financial Services or banking industry experience, preferably in a back-office (i.e., reconciliation, settlement, bank processing) operational role. Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.

Responsibilities

Working with a collaborative team to onboard new banks and custodial agents.
Working within a Salesforce based workflow process to manage and support various operational based tasks.
Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
Modeling and building data queries. Involvement in cross-functional Data Lake based projects.
Analyzing and preparing data to present to our clients. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner