Centralized Services Specialist

Sunwest Bank•Meridian, ID

9d•Onsite

About The Position

The Centralized Services Specialist provides professional, technical, and administrative support to deposit clients across Sunwest Bank. The role is responsible for onboarding new accounts, maintaining existing accounts, and meeting or exceeding service levels. The specialist partners with internal teams to serve internal and external customers and supports a range of banking products and services. The position is onsite at the Meridian Corporate Office / Operations Center, has a Monday–Friday schedule, and requires no travel. The position is non-exempt and includes responsibilities for client account servicing, first-level product and system support, issue resolution, specialty client onboarding, documentation compliance, fraud prevention escalation, and process improvement. The role also supports leadership with projects, initiatives, and operational tasks. The job description notes that responsibilities and qualifications may change as business needs evolve.

Requirements

At least 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, including Word and Excel.
Familiarity with Windows-based systems.
Ability to operate a 10-key calculator.

Nice To Haves

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

Responsibilities

Serve as the primary point of contact for deposit clients and resolve inquiries by phone and email.
Open and maintain client accounts, including address changes, signature cards, and check orders.
Provide first-level support for online banking, remote deposit capture, lockbox services, and debit and purchasing cards.
Troubleshoot technical and account-related issues and escalate them when needed.
Onboard specialty deposit clients and communicate their unique setup requirements.
Coordinate with vendors and internal teams to resolve client issues.
Support fraud prevention by escalating potential security concerns.
Partner with Sales Officers to support complex client needs.
Ensure required documentation and agreements are complete and compliant before implementation.
Track client issues and identify opportunities for process or system improvements.
Educate clients on account services, features, and capabilities.
Assist leadership with projects, initiatives, and operational tasks.
Attend and complete required classroom, computer-based, web-based, and seminar training.
Maintain awareness of and comply with the Bank’s Code of Ethics and Conduct, applicable laws, regulations, and internal policies and procedures.