Process Specialist

Job Description
Commercial Deposit Specialist is responsible for inputting, processing and fulfilling deposit-related accounts, ensuring accuracy and compliance with financial regulations. Handles end-to-end processing for account opening and maintenance for all commercial accounts while engaging other internal business partners as needed
Roles & Responsibilities
Key Accountabilities

Deposit Fulfillment Process:

Serve as primary partner for all commercial deposit accounts account opening, maintenance etc.

Coordinate with operations functions to establish quality standards for delivery of deposit(s) accounts

Manage the workflow/process to achieve an efficient and productive result

Verify accuracy and validity of business account titling on all new and revised business accounts, banking resolutions and verify receipt of all legal documentation required

Verify accuracy and validity of all new and revised deposit accounts; verify receipt of all legal documentation required

Create and maintain new and existing clients in core system

Prepare complete packages for new/revised deposit accounts and work with internal clients to execute documents

Open new/revised accounts within the core system according to all banking regulations

Understand and adhere to all Bank, LOB, Compliance and Marketing standards, policies, and procedures especially deposit related

Key Competencies for Position
Compelling Communication Openly and effectively communicates with others.

Effectively and transparently shares information and ideas with others.

Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.

Unites others towards common goal.

Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.

Makes Decisions & Solves Problems Seeks deeper understanding and takes action.

Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.

Collaborates and seeks to understand the root causes of problems.

Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.

Takes action that is consistent with available facts, constraints and probable consequences.

Delights Clients Continuously seeks and applies knowledge leading to a best-in-class client experience.

Passionately serves internal/external clients with excellence.

Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.

Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.

Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Technical Requirement
Qualifications and Education Requirements

Associate degree in administrative services/business or equivalent experience required.

Minimum 2-4 years of administrative, customer service and/or banking experience preferred

Strong working knowledge of Microsoft Word and Excel.

Understanding of banking regulations and laws related to deposit account opening

Focus on providing excellent service to all internal clients

Effective written and verbal communication skills

Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.

Appropriate attention to detail and organizational skills.

Able to adapt and manage changing priorities and deadlines.

Key Measures of Success/Key Deliverables

Meet Service Level Expectations outlined within Deposit Fulfillment guidelines

High level of service to internal clients.

Works professionally and collaboratively with Bank Partners
Additional Responsibility
Any Graduate
Night Shift
Educational Requirement
Graduate
Preferred Skills
Retail Banking - ONB->Deposits, Wires, AML, Fraud, Mortgage, cards
Generic Skills
Retail Banking - ONB
Service Line
BPO Service Line