Job Description
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
Roles & Responsibilities
Key Accountabilities

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 Requirement
Qualifications and Education Requirements

- Associate degree in administrative services/business or equivalent experience required.

- Minimum 2-4 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 Responsibility
Any Graduate
Night Shift
Educational Requirement
Graduate
Preferred Skills
Retail Banking - ONB->Deposits, Wires, AML, Fraud, Mortgage, cards
Generic Skills
Retail Banking - ONB
Service Line
BPO Service Line

📌 Process Specialist (Bengaluru)
🏢 Infosys BPM
📍 Bengaluru