TIAA Sr. Trust Operations Analyst in Charlotte, North Carolina
As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
Sr Trust Operations Analyst
Manages a wide range of private banking products, including deposits, loans, fee-based products, etc., to ensure excellent private banking services and practices.
Key Responsibilities and Duties
Maintains and expands existing relationships with high net worth clients through excellent customer service.
Responds to customers' inquiries and manages problems that may arise with private banking products and services.
Tracks and maintains records of private banking products in order to meet or exceed sales goals.
Monitors private banking services and operations to ensure that organizational policies and standards are met.
3 Years Required; 5 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
- 3 years of experience in trust/brokerage operations processing.
5 years of experience in trust/brokerage operations processing.
This position is responsible for supporting Personal Trust and IMFS product lines by managing certain activities in the day-to-day operations. These functions include, but are not limited to, support of the day-to-day functions related to fee processing for Trust accounts, securities related activities, account closing functions and various other processing duties in support of client servicing.
Minimum Pay: $56,300.00
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.
For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.
For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.