WM&AS Resources Account Analyst I-III

16 hours ago

Spokane, Washington, United States Washington Trust Bank Full time

Job Summary

We are seeking a highly skilled and detail-oriented WM&AS Resources Account Analyst to join our team. As a trusted financial partner, you will serve as a proactive and client-focused professional, responsible for effective operational service in performing duties as assigned in one or more of the following areas of responsibility within the WMAS department: Relationship Support, Operational Account Management, Funds Processing, and other areas of responsibility.

Key Responsibilities

  • Perform daily and periodic analysis for accounts or scenarios to determine customer impact, risk-rated accounts, or alerts management to potential bank risk with high-risk behaviors.
  • Responsible for cross-training peers effectively by preparing a training plan, answering questions, conducting timely audits of tasks to ensure effective feedback to trainees, communicating training progress to management, and updating related procedures as processes change.
  • Supports a team environment by utilizing courteous and tactful interpersonal communication skills and working cohesively with diverse groups of people who are involved in a wide variety of roles.
  • Assists in achieving goals to meet service level agreements and department goals, while providing quality service to our clients by assisting Relationship Teams with prompt, timely, and accurate information as needed to support client relationships.
  • Responsible for working knowledge of all department policies to ensure WMAS Resources actions support all policies. Reports any exceptions to procedure or policy to management.
  • Participates in UAT and PSI testing as required to support department objectives.
  • Tracks and reports outstanding system issues to management.
  • Documents and communicates procedure changes.
  • May support/train new and existing internal staff on department compliance and policy.
  • Assists with training on WMAS-related system applications.

Requirements

  • College-level coursework, preferably in Accounting, Finance, Business, or related equivalent work experience.
  • Demonstrates organizational and analytical skills, strategic thinking, and ability to work collaboratively or independently. Uses judgment, experience, and job knowledge to assist staff in resolving complex daily problems affecting workflow and goal achievement.
  • Demonstrates self-motivation and initiative.
  • Demonstrates ability to seek collaborative solutions for Relationship Teams while considering all policy and risk management requirements.
  • Ability to multitask and manage interruptions.
  • Highly accurate data entry capabilities and demonstrated competence in computer and technical skills, including spreadsheet and word processing software applications.
  • Requires little direction once certified on a task.
  • Takes initiative to maintain certification on tasks not completed on a regular basis.
  • Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to both internal and external clients.
  • Strong customer service, communication, and interpersonal skills to work collaboratively with diverse groups of people in a team environment.
  • Ability to use independent judgment in deciding methods and needs of analysis.
  • Problem-solving skills and the ability to recognize and research variances.
  • Actively seeks opportunities to support team members during high-volume workload scenarios.
  • Regular, reliable attendance is required.
  • Strong knowledge of WMAS filing and documentation policies and adhering to these policies at all times. Returning documents to Relationship Teams if needed.

Pay Range

WM&AS Resources Account Analyst I: $17.56 - $26.37
WM&AS Resources Account Analyst II: $19.11 - $28.69
WM&AS Resources Account Analyst III: $20.81 - $31.21

The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors, including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable incentive compensation plan.

What Our Culture Can Offer You

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement, and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

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