Job Description

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. In order to make this a reality, we work tirelessly to make sure all the key trading features – like a comprehensive news cycle, real-time market data, and analytical tools -- completely free. At Webull, we pride ourselves on our consistent platform innovation and granular datasets that will drive our customers to make smarter financial decisions.

About The Role & Team

We are looking for a talented financial services professional to join our Banking Operations team as a Banking Analyst. This team is the crossroads where all departments meet and as a Banking Associate you will play a pivotal part in middle office operations for our Canadian/international banking operations. Reporting to our Associate Director of Operations, this is an exciting opportunity to drive process improvements and optimize.

In This Role, You Will

• Serve as the first point of contact for banking-related issues in the Canadian Market and international business.
• Provide support during non-standard working hours to address urgent issues as they arise.
• Organize and coordinate vendor meetings, send agenda, and take meeting minutes.
• Coordinate the vendor integration process and enhance the new user experience with current vendors, ensuring active involvement from initiation to completion.
• Help draft reminders and disclosures for the UI page and test new updates on cash transfer/foreign exchange features in the app/desktop/website.
• Investigate and resolve inquiries regarding incoming wire transactions, reversals, accurately posting them to customer accounts and adding/reducing buying power as necessary.
• Review bank statements daily to facilitate the unfreezing of ACH/EFT banking links.
• Confirm and support the verification processes for outgoing wires and check requests.
• Contribute to the optimization of operational processes and workflows.
• Take ownership of client issues by conducting thorough research and ensuring effective communication and resolution.
• Diligently follow risk controls and escalation procedures during fraud investigations to minimize exposure to risk.

The Skills You Bring

• Bachelor’s degree in Finance/Economics/Business management or related field.
• Familiarity with cash transactions (such as EFT, e-transfer, Bill pay and wire transfers for Canada, ACH, wire, debit card for US and Exchange for other markets)
• Familiar with Fraud techniques and resolution
• Proven ability to work efficiently and accurately under pressure in a fast-paced, multitasking environment

What Makes You Stand Out

• Prior experience in banking or financial services operations
• You have your SIE or Series 7 License
• You are a creative, fast-learner and exceptional attention to detail
• Fluent in Mandarin

Why Webull?

At Webull, we’re more than just a company – we’re a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.

We believe that taking care of our people is the key to success. That’s why we offer an exciting suite of benefits designed to support you and your loved ones:

• Comprehensive Health Coverage : 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
• Financial Support : 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
• Work-Life Balance : Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays.
• Wellness & Pet Care : Fitness and wellness benefits, plus pet insurance for your furry friends.
• Dynamic Office Culture : Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $65,000–$80,000 per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate’s skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations.

This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We’re proud of the dynamic culture we’ve created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!

EEOC Statement

Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.

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