Specialty Deposits Support Associate II

Sunflower Bank NA•Irvine, CA

3h•$28 - $30•Onsite

About The Position

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Specialty Deposits Support Associate II. This position provides high levels of service and support to Commercial Deposit Group Leaders, Relationship Managers, and their respective customers and prospects. Partners with team members to learn how to answer customer inquiries including analyzing and resolving customer problems with guidance from team members.

Requirements

High School diploma or equivalent required
Minimum of 3 to 5 years of related experience in commercial banking relationship management, service, and or/support
Minimum of 3-5 years of experience working in a financial institution
Minimum of 3-5 years of experience opening new accounts
Demonstrate strong organizational, problem-solving, analytical, interpersonal, and customer service skills
Proficient in the use of word processing, spreadsheet, presentation, and industry-specific software
Demonstrate excellent written and verbal communication skills
Demonstrate good relationship-building skills
Must be able to produce accurate and timely results in a goal-driven environment
Must be able to accomplish tasks in an organized and meticulous way
Ability to work independently, be a self-starter, and multitasker to complete tasks and produce results
Demonstrate knowledge of Fiduciary Accounts and Property Management

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Understand and comply with all laws and regulations applicable to the position
Assist Deposit Relationship Managers with obtaining the required documentation for account opening
Assist commercial and specialty deposit clients with new accounts, wires, and account questions
Maintain current working knowledge of commercial account products, including treasury management services, and investment alternatives
Maintain a thorough understanding of the relationships/portfolios supported
Act as Commercial Banking’s primary customer contact for targeted commercial and specialty deposit clients with complex bank account structures and/or servicing requirements
Retain commercial banking relationships by providing timely, accurate, and professional customer service and problem-resolution
Process outgoing manual and/or reverse wires as well as perform wire callbacks
Perform Interest Adjustments, Earnings Payments, and/or process Third Party Invoice Payments
Perform CRE account transactions
Manage incoming requests from Clients/Relationship Managers
Actively learns, takes personal initiative, and is a positive example for others to emulate
Maintains a work environment that instills motivation, teamwork, and enterprising attitudes
Regular and consistent attendance is required
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Perform other duties as assigned.