Digital Banking Specialist

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Lakewood, NJ, US

Starting Salary $45,000 (negotiable upon experience)

Basic Qualifications

Education/Training: High School Diploma higher with an emphasis in Information Technology, Business or Accounting curriculum. Experience with digital banking preferred.

Skill(s): Proficient in English, reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communication skills; proficient organizational and project management skills; working knowledge of banking products and services and customer service; proficient PC skills including Microsoft Excel, Word and PowerPoint and ability to learn job-specific software.

Experience: A minimum of two (2) years’ related experience required.

General Responsibilities

Responsible for performing various duties within the digital banking department to ensure efficient onboarding of both retail and business customers via the digital onboarding channels.

The various duties will be focused around the following areas:

Digital Account Opening and Salesforce CRM

• Online Account Review
• Daily Reports
• Alloy Alerts, reviews, and decisions for reports with a “Manual Review” decision.
• Business documentation review, branch communication, and booking the account to core within Salesforce.
• Customer Communications via Salesforce/Doc Manager, Email, and Phone.
• Troubleshooting errors with digital account opening internally and externally with customers.

ICS/CDARS

• Establish new accounts within the Intra Fi Portal, including reviewing and uploading documents received from Retail employees, and setting up sweep account for IC S Accounts in the Core.
• Manage close account requests.
• Manage early withdrawal requests.
• Manage CDARS Maturity Alerts
• Move funds for new accounts, closed accounts and withdrawals.
• Daily Reports
• Intra Fi Program Alerts and updates (i.e., updates to Deposit Control Panel, Marketing Materials, etc.)
• Customer Communications via phone and email regarding questions about the products, their accounts or assistance with the IntraFI Deposit Control Panel (Online Banking)

Other FI Account Requests

• Customer Communications via phone and email.
• New Account Requests
• Close Account Requests
• Change of Term Requests
• Rate Approvals

Training

• Creating, Updating and Managing Retail Branch Procedures
• Creating Training Presentations
• Training Retail Employees
• Assisting retail employees with operational questions and/or issues.

Business Process Manager Admin

• Updating forms when released by FISERV.
• Creating new disclosures for new products.
• Updating disclosures when products and services are changed.
• Inputting and removing products.

Ancillary Duties

• Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
• Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information .
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc .
• Reports pertinent information to the immediate supervisor as requested, or according…