Share
Job Description:
Job Description:
Key Responsibilities
- Account Taxonomy & Identification: Lead initiatives to define, standardize, and maintain data attributes for proper classification and visibility of restricted account types across systems.
- Control Framework: Design and maintain product-level controls, in partnership with Legal, Compliance, Risk, and Audit, to ensure accounts meet legal, regulatory, and operational requirements.
- Sales & Service Enablement: Create product documentation, sales materials, and training to ensure front-line teams understand use cases, restrictions, and onboarding requirements.
- Product Documentation: Own and maintain product process, procedures, guides, and client-facing disclosures for restricted deposit accounts.
- Analytics & Reporting: Establish reporting frameworks and metrics to monitor account activity, adherence to controls, and exposure levels by account type.
- Client Experience & Risk Balance: Balance commercial objectives with risk, control, and operational considerations to deliver a safe, scalable, and client-friendly product offering.
Required Skills:
- Experience in product management or deposit account oversight within transaction banking or treasury services
- Experience developing and maintaining product policies, controls, and procedures
- Experience delivering and leading cross functional projects
- Excellent written and verbal communication skills, including the ability to simplify complex regulatory or operational concepts for broad audiences
- Intellectual curiousity and problem solving skills
- Must think strategically and make sound judgment calls
- Comfortable interacting with senior colleagues
- Proficiency in MS Office, Word, Excel and PowerPoint to support analytical and presentation needs.
- BA/BS Degree Required
Desired Skills:
- Understanding of specialized deposit accounts including blocked, collateralized, escrow, or legally restricted account types
- Familiarity with regulatory and legal frameworks
- Experience supporting sales enablement and internal training efforts.
- Strong analytical and project management skills, with experience leading product initiatives from concept to execution.
- Knowledge of large corporate or institutional client needs within cash management or liquidity products.
1st shift (United States of America)These jobs might be a good fit