Banking Support Specialist

Company: tastytrade
Role: Banking Support Specialist
Role Type: Hybrid – Chicago, IL 

As a Banking Support Specialist, you will have the chance to be a part of a unique financial space on a fast-paced banking team. The ability to place trades relies on the timing of account funding which is what makes it a crucial function to the operation of a financial firm. Your primary role as a Banking Support Specialist will be to address funding questions and concerns primarily through email communications. We're fortunate to have an enthusiastic clientele and are looking for someone to share in the excitement. Opportunity for growth within the Banking team. 

Required: Series 7 (or SIE and 7 Top-Off) and 63 licensed
As a part of this role, a brokerage check is required and any offer is contingent on the outcome of the check.

Hours: 7am - 4pm or 8am - 5pm - based on team needs - this role requires a minimum of 3 days in the office, but is subject to change.

What you’ll do: 

• Provide friendly, accurate, and efficient support via chat, email, and phone regarding any money movement related matters 


• Provide relevant transfer updates and processing information to customer facing teams  


• Review customer documentation (wire withdrawals, check withdrawals, internal transfers, IRA Documentation and ACATS) for completeness and accuracy  


• Comply with industry Anti-Money Laundering (“AML”) regulations  


• Provide input and recommendations for improvement regarding current banking policies, procedures, and technologies 


• Collaborate with clearing firm daily 

Who you are: 

• Extremely proficient with use of technology 


• Ability to collaborate with all departments within the company 


• Willingness to collaborate with teammates to address time sensitive issues 


• Ability to multi-task in a fast-paced environment 


• Strong interpersonal skills, effective in customer interactions, and ability to identify appropriate solutions 


• Experience or avid interest in the financial industry 


• Basic understanding of trade settlements, options positions, and different security types is preferred 


• Detail-oriented mindset with a willingness to learn and uphold applicable regulatory requirements 


• Bachelor’s degree or related work experience 

Team Perks:      

• Performance Bonuses 


• Stock Purchase Options


• Medical/Vision/Dental Benefits       


• 401k Plan      


• 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)      


• 10 Paid Sick Days      


• Gym Membership Reimbursement      


• Commuter Benefits      


• Pet Insurance      


• Wellness & Mental Health Programs      


• Charitable Donation Matching      


• Two Paid Volunteer Days Off      


• Daily catered lunch when in the office      


• Full kitchen with snacks and beverages      


• In-building gym      


• Shuttle to/from Metra      


• Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars   

Salary Range:  $65,000 - $75,000 
The actual salary offered will be based on the candidate's level of experience and qualifications    

About Us:     

The tasty house of brands empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and tastyfx, is a registered Forex broker-dealer. In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter, in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers, but also a passion for disrupting the entire trading industry.         

Our dream is simple: we want more people to find more success with a better trading experience. That’s why we’re investing heavily in the right people, technology, and media to make that happen in the US and across the globe.       

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.      

tastytrade | tastylive | tastyfx | tastycrypto  
1330 W Fulton Market, Chicago, IL 60607 

*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!