Specialty Deposits Support Associate II at Sunflower Bank NA

Irvine, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Sep, 26

Salary

30.0

Posted On

09 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial Banking, Relationship Management, Treasury Management, Account Opening, Wire Processing, Customer Service, Problem Solving, Analytical Skills, Interpersonal Skills, Fiduciary Accounts, Property Management, Written Communication, Verbal Communication, Organization, Multitasking, Microsoft Office

Industry

Banking

Description

Description At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Specialty Deposits Support Associate II. The hourly rate for this position is $28.00 - $30.00 per hour depending on knowledge, skills, abilities, experience, and location. Description: 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. 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. Education / Experience Preferred: High School diploma or equivalent required; Bachelor’s degree preferred 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 Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at www.sunflowerbank.com/careers. You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Responsibilities

Provide high-level service and support to Commercial Deposit Group Leaders and clients by managing complex account structures and resolving inquiries. Handle operational tasks including wire processing, interest adjustments, and the collection of account opening documentation.