Operations Analyst (Client Account Management)

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).