- Commercial Deposit Specialist is responsible for inputting processing and fulfilling deposit related accounts ensuring accuracy and compliance with financial regulations
- Handles end to end processing for account opening and maintenance for all commercial accounts while engaging other internal business partners as needed
Key Responsibilities:
- Deposit Fulfillment Process
- Serve as primary partner for all commercial deposit accounts account opening maintenance etc
- Coordinate with operations functions to establish quality standards for delivery of deposit s accounts
- Manage the workflow process to achieve an efficient and productive result
- Verify accuracy and validity of business account titling on all new and revised business accounts banking resolutions and verify receipt of all legal documentation required
- Verify accuracy and validity of all new and revised deposit accounts verify receipt of all legal documentation required
- Create and maintain new and existing clients in core system
- Prepare complete packages for new revised deposit accounts and work with internal clients to execute documents
- Open current revised accounts within the core system according to all banking regulations
- Understand and adhere to all Bank LOB Compliance and Marketing standards policies and procedures especially deposit related
- Key Competencies for Position
- Compelling Communication Openly and effectively communicates with others
- Effectively and transparently shares information and ideas with others
- Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain
- Unites others towards common goal
- Asks for others opinions and ideas and listens actively to gain their support when clarifying expectations agreeing on a solution and checking for satisfaction
- Makes Decisions Solves Problems Seeks deeper understanding and takes action
- Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency
- Collaborates and seeks to understand the root causes of problems
- Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time
- Takes action that is consistent with available facts constraints and probable consequences
- Delights Clients Continuously seeks and applies knowledge leading to a best in class client experience
- Passionately serves internal external clients with excellence
- Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally
- Understands data metrics and or financial information and how they tie to client satisfaction and business outcomes related to position client and or team
- Nurtures client relationships by listening prioritizing and acting responsibly to meet client needs mitigate risk and add shareholder value
Technical Requirements:
- Qualifications and Education Requirements
- Associate degree in administrative services business or equivalent experience required
- Minimum 1 2 years of administrative customer service and or banking experience preferred
- Strong working knowledge of Microsoft Word and Excel
- Understanding of banking regulations and laws related to deposit account opening
- Focus on providing excellent service to all internal clients
- Effective written and verbal communication skills
- Ability to effectively manage time and prioritize meeting deadlines highly productive and efficient multi tasker
- Appropriate attention to detail and organizational skills
- Able to adapt and manage changing priorities and deadlines
- Key Measures of Success Key Deliverables
- Meet Service Level Expectations outlined within Deposit Fulfillment guidelines
- High level of service to internal clients
- Works professionally and collaboratively with Bank Partners
Additional Responsibilities:
- Night Shift
- Any Graduate
Preferred Skills:
Domain->Banking->Banking - ALL
📌 Senior Process Executive (Bengaluru)
🏢 Infosys
📍 Bengaluru
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