A leading financial institution is seeking an experienced Manager/Senior Manager, Deposit Operations & Analytics to join its Deposits Team. This role will oversee segmentation and fulfillment operations, escalation management, and process optimization within the deposit function. The ideal candidate will have a strong leadership background, deep banking operations experience, and an analytical mindset to drive efficiency and improve accuracy.
Key Responsibilities
Lead a team of 3-5 direct reports, managing strategies related to deposit segmentation, fulfillment, deposit escalations and operational analytics
Lead analysts to analyze, improve and execute marketing segmentation, ensuring the right customers receive targeted materials.
Oversee call center escalations, identifying trends and implementing strategies to reduce issues.
Manage relationships with external vendors and ensure seamless coordination.
Utilize SQL, Snowflake, Excel, and PowerPoint for data analysis, reporting, and operational insights.
Ensure compliance with banking policies, procedures, and regulatory requirements.
Collaborate with internal teams to streamline deposit-related processes and system improvements.
Present findings, recommendations, and operational performance updates to senior leadership.
Qualifications
5+ years of experience in banking operations, deposit management, or analytics.
Proven leadership experience, managing and developing teams.
Strong understanding of deposit forms, applications, and banking policies.
Expertise in SQL and Snowflake, with experience handling large, complex queries.
Proficiency in Excel and PowerPoint for reporting and presentation purposes.
Background in segmentation and fulfillment operations within a financial institution.
Ability to identify operational inefficiencies and implement process improvements.
Strong analytical, problem-solving, and communication skills.
Experience with Salesforce is preferred but not required.
Work Environment
On-site requirement: 4 days per week in Tysons Corner, VA
Standard schedule: Monday – Friday, 9:00 AM – 5:00 PM
Contract-to-hire opportunity, with conversion based on performance and business needs
This is an opportunity to lead a critical function within a financial institution, drive operational excellence, and influence strategic initiatives in deposit operations.
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