Onboarding Center of Excellence Analyst II

Role Overview

• 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)