Centralized Services Specialist
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Job Location:
Meridian, ID - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
SUMMARY
The Centralized Services Specialist is responsible for providing a full range of professional technical and general support to Sunwest Bank deposit clients. Performing the duties of onboarding new accounts and the maintenance of existing accounts ensuring service level standards are met or exceeded.
The position will partner with all business units within the Bank to offer exceptional customer service to both internal and external customers within assigned time frames.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Act as the day-to-day client contact for deposit clients ensuring delivery of exceptional client service via telephone or via email by taking ownership of each client inquiry question or concern to resolution.
Perform duties associated with the opening all types of new accounts and maintenance of existing accounts including check orders address changes and updated or superseded signature cards.
- Provide first level support to internal/external customers including but not limited to: business online banking systems remote deposit capture lockbox general account inquiries debit and purchasing card inquiries and password resets for various systems. Assist clients with routine needs such as system functionality questions moderate level technical issue resolution billing issues etc. Also provides information on client transaction accounts and other general banking needs.
- Onboard various specialty deposit clients with niche product and service needs and ensure clear communication and understanding of unique setup and requirements of each client.
- Coordinate with Bank vendors when needed to resolve client inquiries.
- Coordinate with other banking teams to escalate security issues to stop fraud activity.
- Support the Sales Officers in their efforts to meet complex client needs.
- Ensure appropriate documents and agreements are properly completed and executed prior to implementation.
- Provide excellent customer service to support and solve internal and external customer issues.
- Manage internal and external customer expectations when communicating and responding to processing requests instructions inquiries issues voicemails and emails to help maintain relationships.
- Track reported issues for consolidation and potential process or system change.
- Educate clients on account services and capabilities.
- Troubleshoot systems issues for resolution. Liaise and advocate on behalf of the client and ensure a continuation of care when additional internal expert involvement is needed.
- Assist leadership with projects activities and tasks.
ADDITIONAL RESPONSIBILITIES
- Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management.
- Demonstrates high level of quality work attendance and appearance.
- Adheres to all Company Policies & Procedures and Safety Regulations.
- Adheres to local state and federal laws.
- Understands and complies with all company rules and regulations.
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP OFAC Regulation E Regulation CC Information Security Bank Protection Act FACTA-Identity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position.
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities.
MINIMUM QUALIFICATIONS
- Three (3) years of banking experience including account opening and customer service/support experience required.
- Experience supporting Treasury Management and/or HOA/Property Management preferred.
- Experience in researching and resolving basic to complex problems.
- Strong verbal and written communications ability
- Operate 10-key calculator by touch
- Understanding of Windows-based personal computers
- Understanding of Word and Excel
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
- Standing walking and squatting less than fifty percent of the work shift
- Required to lift move and carry up to 40 pounds
- Ability to read count and write to accurately complete all documentation and reports
- Must be able to see hear and speak in order to communicate with employees and other customers
- Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.)
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
- The work space is clean orderly properly lighted and ventilated with the proper safety compliance
- Noise levels are considered moderate
Sunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom computer-based web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position
Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
Required Experience:
IC
About Company
Sunwest Bank is an entrepreneurial business bank built for entrepreneurs by entrepreneurs. Find bank accounts, financing, HSA and more banking services.
