Onboarding Center of Excellence Analyst II

Job Description:

  • Responsible for onboarding of most complex new accounts from beginning to completion
  • Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process
  • Identify and resolve problems timely while maintaining established Service Level Agreements and guidelines
  • Advise client-facing wealth teams on proper procedures and policies necessary for account opening
  • Knowledgeable in details of account opening and fully capable of executing/completing complex functions
  • Proper escalation of matters to leadership and other internal parties for determinable action
  • Completion of projects as assigned
  • Provide consultation and feedback regarding process improvements and technology enhancements
  • Serve as subject matter expert and provide mentoring and counsel to other New Account Opening Analysts

Requirements:

  • 6+ years of relevant work experience
  • Demonstrated proficiency in basic computer applications, including standard Microsoft Office products and database applications
  • Strong analytical skills and demonstrated ability for organization
  • Must be able to work in high volume and fast paced environment
  • Excellent communication skills both oral and written
  • Undergraduate degree in business, fiduciary administration or related field (preferred)
  • Fiduciary knowledge in trust banking environment (preferred)
  • Advanced knowledge of banking and trust systems, such as Trust 3000, Advisor Desktop (preferred)
  • Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products (preferred)

Benefits:

  • Medical, dental, vision, life insurance
  • Disability insurance
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation
  • 10 sick days
  • Paid holidays
  • Defined benefit pension plan (depending on position and division)
  • Restricted stock units and/or a deferred compensation plan (depending on position and division)
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