About

• Description
• The Associate – Financial Institutions Administration is responsible for assisting in the management and development of existing financial institution relationships.

• Requirements
• DESCRIPTION OF ESSENTIAL DUTIES AND RESPONSIBILITIES
• Prepares and organizes bank account related liquid and term deposit accounts, e.g., underwriting, signature cards, funding requests, account updates, etc.
• Assists in managing Certificate of Deposit management, including inventory, opening, fee invoicing, receipt generation, maturities, etc.
• Assists in the management of the FI network by collecting and reporting bank rate information. Manage rate increases and decreases on account level.
• Manages and monitors various bank data and reporting, including call reports, consent orders, mergers and acquisitions and completes related maintenance to closure of accounts.
• Completes balancing, reconcilement, and reporting of collateralized bank accounts, e.g., surety bonds, FHLB letters of credit, bank pledged securities, etc.
• Makes note of contact with portfolio/leads in CRM to provide accurate, regularly scheduled reporting to sales and leadership teams.
• Assists with identifying opportunities to expand relationship with FI partners, e.g., collateralized account options, deposit agreements/side letters, surety bonds, etc.
• Ensures compliance with ADM policies and procedures.
• Assists with development of policies and procedures to standardize functions within the department and organization.
• Demonstrates professional conduct and interacts in a positive manner with co-workers, clients, and business partners.
• Participates in ongoing professional development and training programs to further develop knowledge and skills.
• Performs other duties as assigned.
• Espouses ADM’s 4 Core Values, 16 Professional Practices, and Quality Standards as outlined in ADM’s Performance Culture Guide.
• KEY FACTORS FOR SUCCESS – FINANCIAL INSTITUTIONS (ADMINISTRATION)
• Attention to detail.
• Deep understanding of all vital financial institution products.
• Ability to multitask and work at a fast pace.
• Competency in all ADM processes, procedures, and bank related activity.
• Exceptional dedication to client interests.
• Dedication to 100% accuracy and completion within deadlines.
• QUALIFICATION REQUIREMENTS
• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
• Education and Experience
• High school diploma, GED, or equivalent required. Bachelor’s degree or equivalent in business or related field is preferred.
• Three plus years’ experience in a financial institution setting, preferably in an operations or treasury role preferred.
• Communication
• Ability to communicate both verbally and in writing with internal and external customers.
• Reading/Comprehension Skills
• Ability to read, analyze, and interpret a variety of documents such as policies, procedures, written correspondence, etc.
• Mathematical Skills
• Ability to apply the following mathematical concepts to practical situations: fractions, percentages, ratios, and proportions.
• Computer Skills
• Ability to use various computer applications such as: MS Office (e.g. Word, Excel, Outlook, etc.).
• WORK ENVIRONMENT
• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Occasional overtime may be required to complete projects.
• Periodic travel (