- Supervise the timely and accurate opening and closing of accounts on the trust accounting system.
- Supervise the timely and accurate payment of invoices directed to the designated post office box.
- Develop and implement policies and procedures related to account opening and closing, bill payment and research.
- Ensure that cases logged by ONTAM associates are resolved by Middle Office Associates accurately and on time, via the Help Desk Portal (to be developed) and respond to the requesting party on a timely basis;
- Facilitate centralized input of RPS distribution requests.
- Assist ONWM associates in developing downloads as needed from time-to-time
- Order statements and resolve out-of-balance situations as they occur; and
- Facilitate periodic system uploads required make mass changes.
- Facilitate conversion process from initial data mapping through post-conversion cleanup.
- Participate in the training of new associates on the FIS TrustDesk system.
- Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives; plan and execute
- Technical Knowledge - Demonstrates knowledge of both front and back-office functions as well as detailed knowledge of trust accounting system.
- Collaboration - Works with others in developing and implementing new processes and procedures.
- Communication - Works closely with Middle Office associates to ensure that they understand their duties and responsibilities. Trains ONTAM associates on new processes and procedures as well as methods designed to resolve procedural weaknesses.
- Bachelor's Degree in finance, accounting, or related business degree.
- Minimum 7 years practical working experience in bank trust department with understanding of front and back office functions
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Middle Office Manager - Evansville, United States - Old National Bank
Description
OverviewOld National Bank has been serving clients and communities since 1834. With $48 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.
Our team members are our greatest asset, and we continually invest in their growth and development.We offer 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 are currently seeking a Middle Office Manager for our Trust Department. This position is responsible for overseeing the day-to-day operation of the Trust & Asset Management Middle Office.In doing so, the associate will supervise a staff that will be responsible for bridging the needs of the business development and account management staff with the various back-office groups including Trust Operations and Old National Service Division.
Key AccountabilitiesManage the day-to-day operations of the ONWM Help Desk:
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.
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
