Tax & System Support Assoc - Processing Analyst

INTRUST Bank•Wichita, KS

3d•Onsite

About The Position

Primarily responsible for the collection, transmission, and validation of system and transactional data for the Wealth and Retirement business unit on a daily basis. Performs work on TrustDesk handling daily balancing and settlement functions with Wealth Management's 3rd party outsourced system vendor. Monitors data quality in accordance with organizational and compliance standards. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Requirements

High School diploma or equivalent required
1 – 3 years of systems operations or data processing experience required
Must have excellent analytical and problem-solving skills.
Must be very detail-oriented, organized, self-motivated, and able to work in a fast-paced environment.
Requires attention to detail and a commitment to data quality.
Excellent written and oral communication skills are necessary.
Requires good knowledge of Microsoft applications, i.e., Excel and Word.

Nice To Haves

bachelor’s degree preferred
Wealth Management and/or Bank Operations experience preferred

Responsibilities

Responsible for posting transactions which may include initiating wires, ACH's, stop payments, and check printing/distribution.
Handles batch posting, transaction reversals, and outstanding check reconcilement.
Completion of daily balancing and settlement as well as date of death valuations.
Serves as administrator for Wealth online banking platform/s (Portfolio Online)
Reviews and generates applicable exception reports related to daily tasks and regularly monitors outstanding items until resolution.
Prepares monthly entries for Wealth Management.
First point of contact for on-site original documentation storage including deposits, withdrawals, and regular audits and any related compliance considerations.
Assists with preparation of monthly variance analysis supplemental reports.
Consistently identifies opportunities to streamline processes by analyzing process inefficiencies, redundancies, and errors, ultimately delivering improved outcomes.
Assists with other middle office duties, as needed.
Works both independently and as part of a team. Provides back-up support as needed to department and participates in special projects as needed.