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.
Essential Duties
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/DocManager, Email, and Phone.
Troubleshooting errors with digital account opening internally and externally with customers.
ICS/CDARS
Establish new accounts within the IntraFi Portal, including reviewing and uploading documents received from Retail employees, and setting up sweep account for ICS 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.
