Financial Institutions Associate

The Financial Institutions (FI) Associate assists the FI team with CD placement, interest calculations, signer updates, account maintenance and other operations. Work closely with FinOps to ensure timely and accurate bank account funding and balances.

DESCRIPTION OF ESSENTIAL DUTIES AND RESPONSIBILITIES

• Accurately executes FI documentation including signature cards, resolutions, and online banking enrollment to ensure internal deadlines are met.
• Assists in preparation of Investment Plans, with emphasis on term deposit pricing and structure.
• Ensures compliance with ADM policies and procedures.
• Assist with identifying opportunities to expand relationships with FI partners.
• Assists with closure of accounts and ensures accurate documentation.
• Complete weekly interest posting report timely and accurately.
• Reconciles collateralized accounts, FHLB letters of credit, bank pledged securities, etc.
• Assists with development of 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.
• Assists in all aspect of CD process, including rate collection and maintenance, reservations, placements, and maturities.
• Documents conversations with Banks within our CRM system.
• Performs other duties assigned.

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 experience.

Communication

• Strong human relations skills to interface with staff at all levels inside/outside of the organization.
• Excellent written and verbal communication, negotiation and relationship management skills required, as this role interacts with staff at all levels.

Mathematical Skills

• Ability to apply the following mathematical concepts to practical situations: fractions, percentages, ratios, and proportions.

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.

• The typical noise level for this position is moderate, i.e. business office.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently (3/4 time) required to talk, hear, sit, and use hands to handle or touch objects, tools, or controls. The employee is occasionally (1/4) time required to stand, move from one location to another, climb or balance, stoop, kneel, crouch or crawl, and reach above the shoulders. Access to office is via a staircase.

The employee must frequently (¾ time) use hands and fingers to keyboard, phone or other office equipment; occasionally (1/3 time) lift and/or move up to 25 pounds to move items such as storage boxes and supplies. The employee must display sufficient close, distance, peripheral vision, depth perception and ability to focus to perform job duties.

DECLARATION

This job description is intended to describe the general nature and level of work being performed by the employee(s) assigned to the classification. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of employee(s) so classified. ADM retains the rights and discretion to make changes to this job description.

ADM will consider qualified applicants in a manner consistent with local “Fair Chance” ordinances. ADM is an Equal Opportunity Employer.

Job Type: Full-time

Pay: $20.00 - $24.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year
• 2 years
• 3 years

Schedule:

• 8 hour shift
• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Pewaukee, WI 53072: Relocate before starting work (Required)

Work Location: In person