Centralized Services Specialist

Job Title: Centralized Services Specialist

Department: Centralized Account Services - 20

Reports to: Centralized Services Manager

Status: ☐ Exempt ☒ Non-Exempt

About The Role

The Centralized Services Specialist provides professional, technical, and administrative support to deposit clients across Sunwest Bank. This role is responsible for onboarding new accounts, maintaining existing accounts, and ensuring service levels are consistently met or exceeded.

You’ll partner cross-functionally with internal teams to deliver exceptional service to both internal and external customers while supporting a wide range of banking products and services.

Work Details

Schedule: Monday – Friday

Work Location: ☒ Onsite

Travel: None

What You’ll Do

• Serve as the primary point of contact for deposit clients, resolving inquiries via phone and email
• Open and maintain all types of client accounts, including updates (address changes, signature cards, check orders)
• Provide first-level support for banking products and systems, including:
• Online banking
• Remote deposit capture
• Lockbox services
• Debit and purchasing cards
• Troubleshoot technical and account-related issues and escalate when needed
• Onboard specialty deposit clients, ensuring clear communication of unique setup requirements
• Coordinate with vendors and internal teams to resolve client issues
• Support fraud prevention efforts by escalating potential security concerns
• Partner with Sales Officers to support complex client needs
• Ensure required documentation and agreements are complete and compliant prior to implementation
• Track client issues and identify opportunities for process or system improvements
• Educating clients on account services, features, and capabilities
• Assist leadership with projects, initiatives, and operational tasks

What We’re Looking For

Required Qualifications

• 3+ years of banking experience, including account opening and customer support
• Strong problem-solving and research skills for resolving complex issues
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office (Word, Excel)
• Familiarity with Windows-based systems
• Ability to operate a 10-key calculator

(Nice to Have)

• Experience supporting Treasury Management and/or HOA/Property Management clients
• Customer Service

Why You’ll Love Working Here

• Team Culture
• Growth Opportunities
• Benefits or Perks

Posting Location(s):

• Meridian Corporate Office / Operations Center; 660 E. Watertower St., Meridian, ID 83642

Physical Demands:

In general, the following physical demands 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 allow differently abled individuals to perform the essential functions of the job.

☐Sedentary: Limited activity, no lifting, limited walking

☐Moderate: Mostly standing, walking, bending, frequent lifting

X-Light: Office work, some lifting, bending, stooping or kneeling, walking

☐Arduous: Heavy lifting, bending, crawling, climbing

The Fine Print

This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.

Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.