Retail Banking Specialist (Operations)
$60000/y-$68000/y
2 days ago
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OnsiteFull-timeEntry
Summary
Masis Professional Group is seeking a Retail Banking Specialist (Operations) to join their team in Middlesex County, CT. The role involves supporting day-to-day trust and cash operations for client accounts, ensuring accuracy and integrity in banking activities.
About the Role
As a Retail Banking Specialist (Operations), you will be responsible for processing incoming and outgoing wires, monitoring daily cash positions, executing deposits and transfers, and maintaining payment instructions. You will also support the setup and maintenance of trust and banking accounts, ensure compliance with internal policies, and deliver operational support to relationship managers and investment teams.
About You
Required:
- 1–3 years of experience in banking operations, trust operations, or cash management.
- Strong understanding of wires, ACH, check processing, cash reconciliation, and general banking procedures.
- High attention to detail with strong organizational and problem-solving skills.
- Proficiency in MS Office (Excel, Word, Outlook).
- Excellent communication and interpersonal skills.
Preferred:
- Experience working in a trust company, private bank, family office, or wealth management firm.
- Knowledge of fiduciary accounting and trust administration.
- Familiarity with trust operations systems.
- Bachelor’s degree in Finance, Accounting, Business, or related field.
Benefits
- Competitive salary range of $60k–$68k.
- Comprehensive benefits package.
Masis Professional Group
Our mission is simple. Bring together outstanding talent and great organizations. For our candidates, that means we want them to feel enriched and challenged—basically, psyched to go to work (like we are). For our employer clients, we want them to be blown away by the future team members we bring to them.
Middlesex County, CT