Banking Operations Systems Specialist

Founded in 1948, Itasca Bank & Trust Co. is a locally owned, independent community bank with locations in Itasca and Roselle, Illinois. We value our staff and believe our greatest strength is our people, both our customers and employees. For more than 77 years, the Bank has been a responsible community leader by honoring the values of our past while making decisions that shape our future. Our ability to serve customers and remain a trusted corporate citizen depends on a dedicated and responsible team. Itasca Bank has been recognized as a Best of the Best/Top Pick by Daily Herald readers for multiple years since 2016, reflecting our commitment to quality service, high standards, and responsiveness to both customers and employees. We are a responsible employer dedicated to employee health and safety, maintaining diversity in our workforce and vendor relationships, and fostering a positive workplace culture. We encourage participation in community and civic activities and support a healthy work/life balance that helps create stronger communities and a better environment for our employees.

The Banking Operations Systems Specialist supports the VP of Operations in the administration and ongoing support of the Bank's core banking and new account opening systems. The position serves as the primary escalation point for Retail staff experiencing new account opening and system-related issues and assists with core system changes, configuration, testing, troubleshooting, and vendor coordination.

Essential Functions

Review, create, modify and delete core specifications for data sets including products, customer information file, debit cards, safe deposit boxes, IRAs, rates and telephone banking.

Review end of year tax reporting and create, modify and delete as needed for customer tax reporting corrections.

Create and modify BPM workflows for frontline and back-office transactions, processes including product data fields, descriptions, relationships, transaction codes, flex fields and deposit rates.

Create and modify BPM forms including document workflows, form and field mapping and custom forms. Review updates to Wolters Kluwer forms and revise as necessary to ensure the latest forms are available and custom forms are compliant.

Annually update all workflows and forms using the legal/ACH calendar.

Prepare monthly, quarterly and annual reports for management and Board meetings

Perform advanced report writing for ad hoc and requested reports.

Create and modify approved product and service agreements and add forms to BPM.

Modify approved changes to account charge plans including service charges and per item fees

Create, modify and delete business account specifications including service charges, account analysis, analysis groups and account sweeps.

Change deposit rates: includes rate sheet on The Source, internal rate sheet, rate change template, notify staff of changes, change in S&P Global and CoreCD.

Assist with updating procedures and user documentation to support consistent departmental operations and knowledge sharing

Assist with researching and resolving operational questions, troubleshooting issues, customer inquiries, and deposit-related transactions while providing support to bank personnel

Participate in departmental projects, system updates, product implementations and operational initiatives as assigned

Perform additional duties and special projects, as assigned, to support departmental and organizational needs

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones.

Physical Demands

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

Position Type/Expected Hours of Work

This is a full-time position, and hours of work and days are Monday through Friday, 8:00 a.m. to 5 p.m.

Travel

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Required Education and Experience

Minimum 3 years of experience configuring and maintaining core banking systems and deposit modules. 

And minimum 3 years of experience in bank deposit operations or branch banking support 

High School diploma or equivalent 

Strong knowledge of deposit product configuration and lifecycle management

Experience with enhancing operational efficiencies

Experience with security and user access control changes

Experience with generating and summarizing system reports

Ability to analyze needs to support the business 

Strong troubleshooting, analytical, and organizational skills

Ability to support regulatory audits and board-level reporting requirements

Demonstrated high attention to detail and quality assurance

Demonstrated strong communication skills at all levels of the organization

Demonstrated ability to work independently and as part of a team

Demonstrated ability to navigate difficult conversations

Demonstrated ability to provide a high level of quality service to internal customers

Demonstrated strong product knowledge

Demonstrated strong organizational skills

Demonstrated strong technical aptitude

Preferred Education and Experience

BPM Core Banking

Administering Fiserv core banking systems and deposit modules

AAP/EEO Statement 

Itasca Bank & Trust Co. is an Equal Opportunity and Affirmative Action employer Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.