Middle Office Specialist

About the role

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

Responsibilities

• Serve as a back-up or on rotation with our technical support/operations analyst, completing cases for ClientPoint (Wealth Management online banking), data downloads, and ad hoc projects.
• Act as the primary contact for research requests within the Middle Office.
• Demonstrate experience in Trust and/or Middle Office Operations with a working knowledge of Microsoft applications, specifically Excel for building and tracking data.
• Assist with the quality review of account openings and closings, account transfers, and bill payment.

Key Accountabilities

• Evaluates and Reports on Performance: Serve as back-up technical support for tickets and day-to-day work requests; strong working knowledge of Trust/Middle Office for serving as research expert; prepare and deliver reports identifying trends, assessing training needs, and benchmarking client experience; inspect department work for quality assurance and improvement; serve in a back-up capacity for areas of need within the team.
• Continuous Improvement: Identify opportunities and make recommendations to standardize and improve procedures and processes; ensure timely feedback and prioritization of responsibilities assigned by manager; take initiative with a positive and proactive approach to enhance client experience through direct associate feedback, coaching, and mentoring.

Key Competencies for Position

• Culture Leadership: Communication – Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors delivery to the audience, and selects suitable delivery methods.
• Collaboration: Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives.
• Execution Leadership: Attention to Detail – Completes work thoroughly and accurately; pursues quality in accomplishing tasks. Planning and Organizing – Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
• Client Leadership: Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.

Qualifications and Education Requirements

• 5+ years’ experience in Trust operations, Bank operations, or related wealth management field in an analytical role.
• Prior work experience with FIS Trust Desk system preferred.
• Strong data analytics skills, system admin support experience, or similar technical background preferred.
• Proficient in MS Office products.
• High attention to detail with exceptional communication skills.
• Strong analytical, problem-solving, organizational, and time management skills required.

Key Measures of Success / Key Deliverables

• Contribute to the success of Trust Operations by recommending/improving/implementing FIS TrustDesk system processes to enable more fluid functions.
• Understand the FIS TrustDesk system setup and serve as a senior resource for information.
• Manage the ordering and management of client statements and the printer vendor in coordination with FIS.
• Learn to use and become an admin for the in-house workflow tool.

Pay

The salary range for this position is $17.00/hr. - $29.75/hr. The base salary indicated reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.