ONBRDSII-Spec, Comm OnBoarding II
First Midwest, with assets over $20 billion, is the premier relationship-based banking franchise in the dynamic Chicagoland banking market. As one of the Chicago metropolitan area's largest independent bank holding companies, First Midwest provides the full range of commercial, retail banking, and wealth management services through some 120
offices located in communities in metropolitan Chicago, Northwest Indiana, Central and Western Illinois, Eastern Iowa, and Southeast Wisconsin.
POSITION
Summary:
The nature of this position is oriented toward assisting Retail Small Business, Treasury Management and Commercial Sales on creating a positive deposit onboarding experience for their client. Responsible for complete deposit onboarding package and delivering to client for execution.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
- Bachelors or Associates Degree preferred
- 3 5 years in banking experience
- Deposit Account titling experience preferred
- Treasury Management Product knowledge preferred
- Strong understanding of banking regulations and Federal Reserve rules/regulations, as well as Bank policy, as it relates to Deposit Operations
- Excellent time management skills with the ability to prioritize, direct and delegate appropriately
- Ability to quickly identify, problem solve and exercise good judgement in implementing effective solutions to issues as they arise
- Team oriented individual with excellent organizational and written and verbal communication skills
- Strong analytical and technical skills
- Strong PC skills (Word, Excel, Access, FIS, Windows, etc)
- Position requires the need to work varied hours/days including occasional overtime as business dictates. Position may require the need to travel to other branch or meeting locations.
DUTIES/
Responsibilities:
- Will serve as the liaison between the client, Sales, Treasury Management Operations and Deposit Operations Product Support throughout delivery process
- Coordinate with operations functions to establish quality standards for delivery of treasury management service(s)
- Communicate with clients regarding documentation required to fulfill account opening with the highest degree of courtesy, respect, professionalism
- Responsible for monitoring and reporting performance in delivery to clients
- Manage the work flow/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
- Document preparation, scanning and indexing of imaged deposit documents
- Create and maintain new and existing clients in FIS system
- Prepare complete packages for new/revised deposit accounts and work with clients to execute documents
- Open new/revised accounts within FIS system according to all banking regulations
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP here and Supplement here.
Estimated Salary: $20 to $28 per hour based on qualifications.
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