Data Service Administrator

General Summary:

The Data Service Administrator is responsible for gathering, researching, and analyzing both external and company-provided data to identify potential business opportunities. This role works closely with the Relationship Manager by providing leads to support business development efforts. Additionally, the Data Service Administrator serves as a key support contact for new clients, assisting with onboarding, account opening, and ongoing service needs to ensure a seamless client experience. Strong analytical, communication, and customer service skills are essential for success in this role.

Essential Duties and Job Responsibilities:

• Gather, organize, and analyze data to identify potential leads and business opportunities.
• Develop reports and actionable insights to support the Relationship Manager’s business development efforts.
• Provide timely and accurate lead information to the Relationship Manager to facilitate outreach and client acquisition.
• Maintain a database of leads and track progress to ensure follow-up and accountability.
• Assist in onboarding new clients, including opening accounts and ensuring all documentation is accurate and compliant with bank policies.
• Serve as a point of contact for new clients during the onboarding process, addressing questions and concerns promptly.
• Provide ongoing support to clients by servicing accounts and resolving inquiries.
• Work collaboratively with other bank departments to ensure a positive client experience.
• Communicate effectively with team members and other departments to streamline processes and support bank goals.
• Provide regular updates to the Relationship Manager and leadership on progress and outcomes.

Knowledge, Skills, Abilities:

Education, Certifications, Experience:

• Bachelor's degree in data analytics or equivalent required.
• Experience in data analysis, lead generation or sales support preferred.
• Two (2 ) years of banking preferred. 
• Ability to adapt to changes and learn new technologies quickly.
• Confidentiality – This position requires a high level of confidentiality.  This position has access to customer’s financial information and personal information.
• Communication – This position will have contact with the public and departments.  Must be able to communicate effectively and have strong oral and written communication skills.
• Multitasking/Sound Judgment – Needs the ability to multitask, quick and accurate decisions and be organized.  Decisions need to be made in the best interest of the bank while mitigating any risk to loss.  Must be able to handle various processes at the same time and be able to work, under tight deadlines.
• Computer Skills/Technology – Must have exposure to or a willingness to learn data analytics and engineering toolsets including Azure Data Factory / Azure Synapse / Snowflake / PowerBI 

Work Environment:

• Flexibility to work additional hours including nights, weekends and holidays, as required.
• Typically the noise level in the work environment is low to moderate.
• Will have high volume of interactions in person and over the telephone.
• Fast-paced environment.
• May experience occasional job stress in response to job demands.
• There are no significant hazardous conditions.

Physical Demands:

• Frequently required to sit for prolonged periods of time.
• Normal range of vision, speech and hearing abilities required.
• Mobility required greeting and assisting employees and visitors.
• Frequently required to skillfully operate a computer, telephone and other standard office equipment.
• Travel between all locations of the bank.
• Occasionally travel outside of work location to attend meetings and training programs.
• Occasionally lift and/or move up to 50 pounds.

Special Note:

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.  Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.  

This job description in no way states or implies that these are the only duties to be performed by an employee.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.