Bank Account Management Analyst

The Bank Account Management Analyst is responsible for coordinating the global enterprise processes related to bank account openings, closures, and ongoing maintenance, with a strong operational focus on the account opening process. This role supports strategic initiatives by gathering and validating data, generating reports and dashboards, and driving operational efficiency. The analyst works closely with internal teams and business partners to ensure accurate information flow and informed decision-making across the organization.

Responsibilities

• Establish partnerships with internal and external clients, board delegated authorities, relationship managers, business partners, transfer agents, and custody banks to anticipate and meet the needs of the client.
• Own and execute the global workflow that enables the enterprise bank account opening, closing, and maintenance processes. Coordinate the global workflow to pass issues and requests across regional offices.
• Ensure bank account management service levels are met. Partner within the business unit, with relationship managers, and with external banks to proactively maintain and enforce service levels. Escalate service level issues to management when necessary.
• Execute and/or assist with processes that support the bank strategy controls environment. Provide analysis and reports to management.
• Recommend changes that enhance workflows and procedures. Integrate new or existing technologies into workflows and communicate updates to all team members, analyze impact, prepare the environment for change, and update or create procedures.
• Provide consultation, facilitation, and analytical support to ensure internal controls are properly aligned and implemented. Consult with the business on account opening best practices.
• Lead special projects related to bank account governance and perform other duties as assigned.

Qualifications

• Minimum of three years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Finance degree preferred.
• Detail oriented and proven self-starter with ability to work independently and within teams.
• Global Banking experience and/or treasury experience preferred but not required.
• Ability to work effectively in a fast-paced, team environment.
• Demonstrated ability to lead, train, and empower other crew members.

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Malvern, PA

Job ID: Vanguard-171800

Employment Type: FULL_TIME

Posted: 2025-10-29T20:27:11