Banking Operations Director

Personal Capital
April 14, 2019
Dallas, TX
Job Type


DescriptionAs we expand our service offering beyond Wealth Management, we’re looking for a Banking Operations Director to join our digital banking team to both manage day-to-day operations of our banking products, and help set strategic direction as we continue to expand into this vertical.


  • Oversee all daily banking operations activities
  • Develop strategies to improve the efficacy of and drive additional growth to our products in the space
  • Assist in the design of internal procedural controls and policies
  • Design and implement fraud mitigation policies to both reduce overall fraud as well as minimize false positives on the platform
  • Serve as the main point of contact for our product delivery partner
  • Own daily reconciliation of ACH submission
  • Coordinate cross-functional teams including data, product, and compliance for AML and fraud investigations
  • Coordinate with product and marketing teams to implement and evaluate lead-gen programs
  • Design processes to support the emergence of non-routine support inquiries
  • Qualifications
  • Minimum of 6+ years of relevant banking operations experience
  • Strong analytical and problem-solving skill-set
  • History of developing and implementing policies and procedures for new products
  • Demonstrated experience in using data to drive synergies, improve processes, and improve KPIs
  • Comfortable working with all levels of employees, from customer support to senior executives
  • Flexibility to travel up to 15%

Bonus Points

  • Previous experience in an agile, startup environment a plus
  • Strong partner-management expertise

Location: Dallas, TX

Company Description

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.

Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns.

Transform how you track and manage your financial life with Personal Capital.

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