Centralized Services Specialist

Sunwest Bank•Meridian, ID

1d•Onsite

About The Position

The Centralized Services Specialist provides professional, technical, and administrative support to deposit clients across Sunwest Bank. This role is responsible for onboarding new accounts, maintaining existing accounts, and ensuring service levels are consistently met or exceeded. You’ll partner cross-functionally with internal teams to deliver exceptional service to both internal and external customers while supporting a wide range of banking products and services.

Requirements

3+ years of banking experience, including account opening and customer support
Strong problem-solving and research skills for resolving complex issues
Excellent verbal and written communication skills
Proficiency with Microsoft Office (Word, Excel)
Familiarity with Windows-based systems

Nice To Haves

Ability to operate a 10-key calculator
Experience supporting Treasury Management and/or HOA/Property Management clients
Customer Service

Responsibilities

Serve as the primary point of contact for deposit clients, resolving inquiries via phone and email
Open and maintain all types of client accounts, including updates (address changes, signature cards, check orders)
Provide first-level support for banking products and systems, including: Online banking, Remote deposit capture, Lockbox services, Debit and purchasing cards
Troubleshoot technical and account-related issues and escalate when needed
Onboard specialty deposit clients, ensuring clear communication of unique setup requirements
Coordinate with vendors and internal teams to resolve client issues
Support fraud prevention efforts by escalating potential security concerns
Partner with Sales Officers to support complex client needs
Ensure required documentation and agreements are complete and compliant prior to implementation
Track client issues and identify opportunities for process or system improvements
Educating clients on account services, features, and capabilities
Assist leadership with projects, initiatives, and operational tasks