Middle Office Specialist

Overview

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. 

 

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance.  401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization.  We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

We are currently seeking a Middle Office Specialist for our Wealth Mgt office.  The Middle Office Specialist is responsible for serving as a back-up, or on rotation with, our technical support/operations analyst. This includes completing cases for ClientPoint (Wealth Management online banking), data downloads, and ad hoc projects. This individual will serve as the primary contact for research requests within the Middle Office and should have experience in Trust and/or Middle Office Operations with a demonstrated working knowledge of Microsoft applications, specifically in Excel for building and tracking data. In addition, this role will assist with the quality review of account openings and closings, account transfers, and bill payment.

 

Salary Range

The salary range for this position is $17.00/hr. - $29.75/hr.. The base salary indicated for this position 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 a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

 

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 czar and subject matter expert.
• Utilizes strong written and verbal communication skills to prepare and deliver a variety of reports that identify trends, assess training needs, and benchmark client experience.
• Inspects department work for quality assurance and improvement purposes.
• Able to 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 to enhance and streamline Middle Office.
• Ensure timely feedback and prioritization of responsibilities assigned by manager.
• Takes 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 the delivery to the audience, and selects suitable delivery method(s).
• 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:

• 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 one's own 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):

• Contributes to the success of Trust Operations by recommending/improving/implementing FIS TrustDesk system processes. This will allow functions that works more fluidly using the system.
• Ability to understand the FIS TrustDesk system setup and be a senior resource for information.
• Ability to manage the ordering and management of client statements, and the printer vendor in coordination with FIS.
• Learn how to use and become an admin for our in-house workflow tool. 

 

 Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. 

 

As such, 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 disability, sexual orientation, gender identity or any other characteristic protected by law. 

 

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position

 

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. 

We are Old National Bank. Join our team!