Onboarding Specialist - Bank Operations

SUMMARY:

The Onboarding team works directly with Business Development Officers and their customers for successful product and service additions and implementations. They will assist with documentation of new products and services and work directly with clients for onboarding. They will span the product and service offering to ensure all setup, and initial servicing is accurate, complete and satisfactory.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

Ability to interact effectively across all levels of the organization.

Demonstrated ability to manage multiple priorities and delegate effectively to meet critical deadlines under difficult time restraints.

Team player with a positive outlook.

Demonstrated leadership ability and skills.

Ability to work independently and meet communicated deadlines.

Excellent analytical, problem-solving and decision making skills.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Assists with business proposals and presentations for customer sales meetings.

Assists officers and customers with execution of product and service agreements.

Sets up customers, accounts and service offerings within the IBS systems including rate plans and agreed upon terms of the agreement.

Strong knowledge and understanding of business product and service offerings.

Serves as a liaison across functional areas to ensure accurate setup and execution of products and services.

Manages to defined customer service level expectations.

Other duties may be assigned.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Understanding of account documentation and retention requirements.

Demonstrated proficiency in basic computer applications such as Microsoft Office.

Knowledge of FIS applications preferred.