Job Information
First United Bank & Trust Director of Deposit Services/Admin - Deposit Services Administrator in Cumberland, Maryland
Director of Deposit Services/Admin - Deposit Services Administrator
Job Reporting Relationships
Supervised by: Director of Deposit Services
Supervises: None
Basic Qualifications
Education/Training: Associate degree in related field required or equivalent relevant experience, preferred; obtain and maintain appropriate Bank Product Knowledge Certification.
Skill(s):Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, above average organizational, time management and communicative skills; above average computer knowledge, including Microsoft Office software; proficient analytical skills and problem-solving capabilities; visual and auditory skills; valid drivers license.
Experience: A minimum of (3) three to (5) five years related experience normally required. Retail operations and sales management systems knowledge preferred.
General Responsibilities
Responsible for providing administrative, operational, and clerical support for the Deposit Services, as well as specific sales support for the Deposit Services department; coordinating work within the division, as well as with other departments and divisions; reporting pertinent information to the immediate supervisor; requires the skill set and ability to switch focus and move from project to project while understanding the difference in the timeframe to complete tasks; responding to inquiries or requests for information.
Essential Duties
- Provides administrative, operational, and clerical support for the Deposit Services as illustrated by the following:
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``` 1. Schedule internal and external meetings, such as sales and staff meetings, as requested.
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``` 2. Complete various types of reports requested by Director of Deposit Services by utilizing Excel and Power Point programs.
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``` 3. Work closely with Director of Deposit Services to review audit findings and suggestions in order to develop specific corrective measures and solutions.
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``` 4. Performs other related duties as assigned.
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``` 2. Provides specific sales support for the Deposit Services division, including but not limited to preparing sales proposals, presentation packets, scheduling meetings and implementing specific tracking metrics, as illustrated by the following:
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``` 1. Prepares all Deposit Services sales packets with proper disclosures and necessary forms as instructed by sales staff before each sales call.
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``` 2. Coordinate Signatures on Deposit Services packages with clients.
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``` 3. Coordinate with Retail Staff members through Account opening process for DRM clients.
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``` 4. Manage XAA Waiver Report with DRM Staff members.
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``` 5. Coordinate with BIC group for all reporting requests. Will work to extract information requested for Deposit Services team.
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``` 6. Assist with State of Maryland Contract and all reporting requests for them.
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``` 7. Will perform Call Prep for Deposit Services sales staff.
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``` 8. Create and Manage Lead Report for Deposit Services team.
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``` 9. Manage timeline of packages in the operations area to maintain timely set-up and approval of Deposit Services packages.
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``` 10. Review and submit completed paperwork for Deposit Services sales to appropriate support areas of the bank.
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``` 11. Review weekly community office dash boards for any new business accounts and refer to area cash management advisor.
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``` 12. Review responsible scripts within the CRM system and complete request in a timely manner.
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``` 13. Place cases in CRM platform for all Deposit Services sales staff.
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``` 14. Assist in managing Kadice Marketing requests for Director of Deposit Services.
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``` 15. Performs other related duties as assigned.
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``` 3. Coordinates specific work tasks with other personnel within the division as well as with other departments and divisions in order to ensure the smooth and efficient flow of information.
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``` 4. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
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``` 5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
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``` 6. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
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``` 7. Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.
Ancillary Duties
- Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Job Location
Main Office
Eligible for hybrid/remote work from home office
Equipment/Machines
- Automobile
- Telephone
- PC/Computer keyboard
- Printer/Fax/Copy/Scanning machine
- Calculator
First United Bank and Trust is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. First United Bank and Trust is a drug-free workplace.