Job Order #2144

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Posted Date: 4/15/2014
Job Category:
Position Title: Banker - Product Specialist - Intermediate
Salary Range: $10.00 - $18.49
Location: Chicago, Illinois, USA
Jersey City, New Jersey, USA
Desired Skills:
Name Level Experience Required
Adp No
Aml No
Excellent Communication Skills No
MS Office No
Organizational Skills No
Problem Solver No

Title: Product Specialist, New Accounts

Manager Notes
• Potential permanent opportunity in the future
• Medium to fast paced environment, candidate must be reliable, have a strong work-ethic, multi-task and be well organized.


The successful candidate for this position will be fully responsible for opening of new accounts, performing AML and OFAC (Bridger Scan) checks, Data entry of client info, retrieving client information on Omgeo Alert, and clearly communicating with all areas of the business in a professional manner. USBO New Accounts team provides support for New York and Chicago based business. The New Accounts team supports account opening for Equities, Listed Derivatives, Primary Dealer, High yield, Converts and Investment and Corporate Banking deals (I&CB).


A. Knowledge:
• College Degree a plus or Equivalent Work Experience
• 1+ years of working in New Accounts Department
Nice to Have:
• Knowledge of core software applications including but not limited to ADP, IMPACT, PostEdge, Microsoft office, and Omgeo Alert.
• Full understanding of KYC requirements, AML, and OFAC regulations.

B. Skills:
• Organizational skills
• Reliability
• Problem Solver
• Ability to prioritize
• Ability to adapt to an ever-changing industry
Excellent Communication skills are a must – both verbal and written.

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