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Bank Jobs in Richardson, TX

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Last updated: 16 hours ago

Operations Specialist - $23.44/hr

Veterans Sourcing GroupAddison, TX, United States
Full-time

Operations Specialist Addison, TX.This role is a potential contract to hire and will require resources that do not require sponsorship now or in the future.Duration: 3 months- Training will be onsi... Show more

Mortgage FP&A Director

BurnsSearch, LLCTX-Plano, USA
Permanent

The Mortgage FP&A Director owns the financial planning, forecasting, profitability analysis, and management reporting for the Company's mortgage business.Reporting to the Mortgage Chief Financial O... Show more

Credit Analyst III

Blue Sky BankAddison, TX, United States
Full-time

Join Blue Sky Bank's dedicated team as a Commercial Credit Analyst III! Drive smart lending decisions.Strengthen financial partnerships.Blue Sky Bank is seeking a detail-oriented and proactive Cred... Show more

Mortgage Loan Originator

Hancock WhitneyPlano, TX, United States
Full-time

Originate portfolio loans, secondary market conventional, FHA, VA and RD loans which are compliant with investor requirements and all State and Federal laws and regulations; Promote Bank products a... Show more

Investment Executive (Financial Advisor) Plano, TX

Fifth Third BancorpPlano, TX, United States
Full-time

Investment Executive (Financial Advisor) Plano, TX.Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking... Show more

Relationship Manager III

Frost BankPlano, TX, United States
Full-time

Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportun... Show more

Mortgage Loan Officer (Full Time) - Plano

Prosperity BankPlano, TX, United States
Full-time

A pre-employment credit check will be performed on all qualified applicants.External Applicants: Please apply through Prosperity Bank's Career Center.Applying through any other source may prevent P... Show more

Vice President Commercial Lending

Insight GlobalRichardson, TX, United States
Full-time

Required Skills & ExperienceMust have qualifications:.Bachelor degree in Accounting, Economics or Finance, or equivalent work experience.Commercial and Industrial (C&I) lending experience REQUIRED,... Show more

Private Bank Recruiter, Vice President

ChasePlano, TX, United States
Full-time

Vice President Recruiter in Private Banking.Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate applies through their first 30 ... Show more

Analyst, Underwriter & Portfolio Manager - Regional Commercial Bank

Capital OnePlano, TX, United States
Full-time +1

Analyst, Underwriter & Portfolio Manager - Regional Commercial Bank.The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transa... Show more

Commercial Lender

ThinkingAheadPlano, TX, United States
Full-time

Plano, TX | Community Banking | Full-Time.Our client is a well-established community bank with over 125 years of history, known for a relationship-driven approach to commercial banking.C&I-focu... Show more

 • New!

Mortgage Loan Originator

Sunflower BankPlano, TX, United States
Full-time

This is a fully commissioned position with a draw.Draws are minimum wage rates based on work location.Details of the commission plan will be presented at time of offer.Individuals will be required ... Show more

Sr LoanClosing Specialist

Susser BankPlano, TX, United States
Permanent

The Sr Loan Closing Specialist is responsible for preparing and reviewing pre-closing documentation for Commercial Lending and/or Commercial Real Estate construction and permanent loans.Supports th... Show more

Bank Teller

TradeJobsWorkForce75214 Dallas, TX, US
Full-time

Bank Teller Job Duties: Serves customers by completing account transactions.Provid... Show more

 • Promoted

Bank Teller

TradeJobsWorkforce75218 Dallas, TX, US
Full-time

Bank Teller Openings - Looking for candidates locally The Teller role is a critical position for selected branch teams in helping the branches achieve its sales, service and operational goals.The ... Show more

 • Promoted

Lead Technical Product Owner - Bank Fraud/Operations

USAAPlano, TX, United States
$143,320.00–$273,930.00 yearly
Full-time

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.We seek to be the #1 choice for the military... Show more

Consumer Banking Strategy

Texas Capital BankRichardson, TX, United States
Full-time

Texas Capital Bank Job Opportunity.Texas Capital is built to help businesses and their leaders.Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that work... Show more

Private Bank Recruiter, Vice President

JPMorgan ChasePlano, TX, United States
Full-time

Vice President Recruiter In Private Banking.Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate applies through their first 30 ... Show more

Mortgage Servicing Compliance Program Manager

Cornerstone Capital BankPlano, TX, United States
Full-time

Mortgage Servicing Compliance Program Manager.Cornerstone Capital Bancorp, Inc.Houston, is a Texas-based financial services company dedicated to helping families, businesses, and communities thrive... Show more

Global Operations Military Development Program

Bank of AmericaAddison, TX, United States
Full-time

Bank Of America Veterans Program.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gr... Show more

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Operations Specialist - $23.44/hr

Operations Specialist - $23.44/hr

Veterans Sourcing GroupAddison, TX, United States
30+ days ago
Job type
  • Full-time
Job description

Operations Specialist Addison, TX

This role is a potential contract to hire and will require resources that do not require sponsorship now or in the future. Duration: 3 months- Training will be onsite 5 days/week, eventually will shift to hybrid (3 onsite, 2 remote) work schedule - LOB wants candidate to start ASAP - contractor will be responsible for parking fees

Job Description: The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments. The Private Bank Investment Income team provides operational support for global and domestic dividends and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable foreign tax withholding elections, and principal and interest payments associated with income events. The candidate will be responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include transaction processing, analyzing event details and requirements, and communicating effectively with peers, management, and business partners. Job expectations include providing quality service and effective operations support for internal business partners and external clients.

Responsibilities include:

  • Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures including escalation when necessary
  • Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
  • Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Required Skills:

  • Strong attention to detail and ability to manage high-volume transactional workloads within defined timelines
  • Basic understanding of securities and markets
  • Ability to follow established procedures and controls to ensure compliance and mitigate financial and operational risk
  • Awareness of audit expectations, documentation requirements, and control environments
  • Proficiency in Microsoft Excel (e.g., pivot tables, data analysis, trend reporting) for reporting and process improvement

Desired Skills:

  • Demonstrated ability to reconcile transaction reports, settlement records, and asset movement requests with a high level of accuracy
  • Experience performing detailed reviews to identify gaps and ensure completeness prior to settlement or transfer execution
  • Basic understanding of Corporate Actions
  • Experience mitigating operational risks related to transaction processing