IntraFi
Operations Analyst (Client Account Management)
Arlington, VA
Sponsorship not specified$85k-$110kDetected 49 days ago
SQLSalesforceCRMAccount ManagementExcelCommunicationProblem SolvingPublic Speaking
About the role
- At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of
- all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here. As the nation's largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating
Responsibilities
- You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.
- Working with a collaborative team to onboard new banks and broker dealers. Working within a Salesforce based workflow process to manage and support various operational based tasks.
Requirements
- Required Experience, Skills, and Qualifications
Nice to have
- Working with a collaborative team to onboard new banks and broker dealers.
- Analyze and prepare data for client presentations and operational reviews.
- Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
- Financial Services or Banking industry experience, preferably in a mid or back office role (i.e. reconciliation, settlement, custodial operations, or transaction processing).
- Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
- Intermediate experience in Excel and the ability to run or modify SQL queries
- Experience documenting operational procedures or writing business requirements for system enhancements.
- Familiarity with CRM tools (Salesforce experience is a plus).
Skills
- Strong attention to detail, analytical thinking, and problem-solving skills.
Compensation
- $85k-$110k
Company info
- Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
Equal opportunity
- If you require reasonable accommodation to complete any part of the
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This listing is sourced directly from IntraFi's careers page and normalized into a canonical job model.