Digital Account Review Specialist - Clifton, NJ

Digital Account Review Specialist

Clifton, New Jersey, United States

• Assist customers over the phone with inquiries regarding their digital account applications related to application status, eligibility of account, required documentation and provide guidance on the process.
• Review and verify digital account applications for accuracy, completeness, and in line with departmental policies and procedures.
• Request and review any supporting documentation provided by the applicant(s) related to their online application.
• Monitor and manage department's inbox and CRM cases to respond appropriately to customers and departments with their request.
• Communicate appropriately with internal departments (Fraud Risk Management, Deposit Operations, AML - Compliance) and digital customers as it relates to the review and processing of digital applications.
• Assist Customers with various account servicing requests: closure of accounts, wire transfers, account maintenance, account restrictions, etc.
• Restrict accounts to identify missing or invalid information; contact customer to obtain missing/invalid information; ensure documentation received is within department guidelines.
• Report suspicious activity/accounts via appropriate channels (Department Supervisor/Manager, Fraud Activity Referral, UAR, etc.)
• Respond to and troubleshoot customer inquiries related to technical issues with the digital application platform and work with internal teams to resolve issues related to system functionality, user error or data discrepancies.
• Assist in department reporting of online account review statistics, as well as ad-hoc reporting to review department workflow/volume.
• Identify opportunities to cross-sell relevant financial products and services based on the customer's needs and profile.
• Assist with User Acceptance Testing (UAT).

• Strong verbal and written communication skills.
• Knowledge of Microsoft Office (including Outlook, Word and Excel).
• Knowledge of online opening procedures.
• Effective analytical and time management skills.
• Ability to recognize and question account exceptions.
• Ability to follow through on inquiries/issues through resolution and elevate as appropriate.
• Ability to handle multiple projects simultaneously, prioritize tasks and responsibilities.

• High school diploma or GED and a minimum of 3 years' related experience.

• Associate's degree or some college preferred.
• Branch account opening, CRM and/or platform experience preferred.

Full-time

Non-exempt

925 Allwood Rd, Clifton, New Jersey 07012, United States

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

Pay Range: $20.10 - $33.37 per hour

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience.

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.