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intrafi

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Operations Analyst (Client Account Management)

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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 dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.

Your Role

  • You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.

    • Your Responsibilities

  • 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.
  • Analyze and prepare data for client presentations and operational reviews.
  • Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation
  • 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
  • Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner

    • Required Experience, Skills, and Qualifications

  • 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
  • Comfortable interacting with clients and external partners, with strong written and verbal communication skills.
  • Self‑starter with the ability to prioritize and manage multiple tasks in a fast‑paced environment while producing accurate, timely work.
  • Experience documenting operational procedures or writing business requirements for system enhancements.
  • Strong attention to detail, analytical thinking, and problem-solving skills.
  • Familiarity with CRM tools (Salesforce experience is a plus).
    • Employee Benefits:

    401(k)
    401(k) matching
    Dental insurance
    Employee assistance program
    Employee discount
    Flexible schedule
    Flexible spending account
    Health insurance
    Health savings account
    Life insurance
    Opportunities for advancement
    Paid time off
    Parental leave
    Professional development assistance
    Referral program
    Vision insurance


    IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.

    IntraFi’s job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact hr@intrafi.com.
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    What this application asks

    lever

    Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website

    • Are you at least 17 years old? choose one
    • Do you currently reside within DC, Maryland, or Northern Virginia? choose one
    • Please provide your full current mailing address. written answer
    • If offered this position, what date would you like to begin?
    • Will you now or in the future require IntraFi to sponsor an immigration case in order to employ you (for example, H-1B or other employment-based immigration case)? This is also called “sponsorship". choose one
    • What is your desired compensation? (Please respond with a number)
    • Do you have at least 2 years of experience working in a banking, brokerage, fintech or custodial operations role? choose one
    • Briefly describe a time when you communicated directly with a client or external partner to resolve an operational issue. What was the situation and how did you handle it? written answer
    • Describe a recent task that you completed in Excel; what functions or tools did you use and how did you apply them? written answer
    • What excites you most about the Operations Analyst (Client Account Management) role? written answer
    • I certify that I have read and understand the applicant instructions included with this application and that the answers given by me to the foregoing questions and statements made by me are complete and true to the best of my knowledge and belief. I understand that any false information, omissions or misrepresentations of facts called for in this application, whether on this document or not, may result in rejection of my application or discharge at any time during my employment. I understand that this application form is intended for use in evaluating my qualifications for employment and that this application is not an offer of employment. I further understand that if hired, my employment will be considered "at-will" and that my employment may be terminated for any reason, with or without cause or notice, at any time by me or the Company and that this application is not intended to constitute a contract of continued employment. choose one