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 :

Work Environment :

Physical Demands :

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.