Digital Banking Officer II

TASI Bank; San Francisco (CA); On-site; USD 75,000 - 85,000; Full time

Job summary

TASI Bank seeks a Digital Banking Officer II to support deposit growth by helping commercial and consumer clients adopt digital banking and cash management solutions. The role emphasizes frontline client enablement, ensuring tools are implemented, reliable, and integrated into daily operations.

As assets scale from $700M toward $1B, you will partner with relationship managers and operations to deliver secure, user-friendly digital services, monitor adoption, and resolve issues quickly.

Qualifications

• 3–5 years of experience in digital banking, deposit operations, cash management, or related banking role.
• Working knowledge of digital banking platforms and payment systems (e.g., ACH, RDC, bill pay, positive pay).
• Strong understanding of bank deposit products and operational workflows.
• Ability to troubleshoot issues, manage priorities, and work independently.
• Strong communication skills and comfort working directly with clients.

Responsibilities

• Support onboarding and ongoing use of digital banking and cash management services.
• Act as a primary contact for digital deposit services (online/mobile banking, ACH, RDC, bill pay, positive pay).
• Partner with Relationship Managers, Deposit Operations, and Digital Banking leadership to support commercial deposit relationships.
• Help clients understand, adopt, and effectively use digital deposit products.
• Process, create, and maintain digital banking user profiles and access controls.
• Troubleshoot digital banking issues and coordinate resolutions with internal teams and vendors.
• Support testing, rollout, and adoption of new digital features, enhancements, and releases.
• Monitor digital activity, enrollment, and usage metrics to identify opportunities for improvement.
• Ensure documentation, procedures, and configurations meet regulatory and security requirements.
• Own and manage client and internal digital banking requests through CRM and ticketing systems.

Skills

Digital banking

Deposit operations

Cash management

Client communication

Troubleshooting

Education

Bachelor's degree in Business, Finance, Information Systems, or equivalent

Tools

CRM systems

Ticketing systems

Q2

Ensenta

iPay

Job description

The Digital Banking Officer II plays a key role in supporting deposit growth by enabling commercial and consumer clients to effectively adopt and use TASI® Bank’s digital banking and cash management solutions. This role serves as a frontline resource for digital deposit services, ensuring products are implemented correctly, function reliably, and meet client expectations.

As TASI® Bank continues its strategic growth from approximately $700 million toward $1 billion in assets, digital banking is a critical lever. Success in this role ensures that deposit relationships scale smoothly through technology that works, is secure, and is fully integrated into clients’ day‑to‑day operations.

This is not just technical support — it is client enablement, execution, and ownership.

Core Responsibilities

As a Digital Banking Officer II, you are accountable for digital deposit service delivery and adoption, including:

• Supporting business and consumer clients with the setup, onboarding, and ongoing use of digital banking and cash management services
• Acting as a primary point of contact for digital deposit services, including online banking, mobile banking, ACH, RDC, bill pay, positive pay, and related tools
• Partnering with Relationship Managers, Deposit Operations, and Digital Banking leadership to support commercial deposit relationships
• Helping clients understand, adopt, and effectively use digital deposit products aligned with their operational needs
• Processing, creating, and maintaining digital banking user profiles and access controls for new and existing accounts
• Troubleshooting digital banking issues and coordinating resolutions with internal teams and third‑party vendors (e.g., Q2, Ensenta, iPay)
• Supporting testing, rollout, and adoption of new digital features, enhancements, and releases
• Monitoring digital activity, enrollment, and usage metrics to help identify opportunities for improvement or increased adoption
• Ensuring documentation, procedures, and configurations meet operational, regulatory, and security requirements
• Own and manage client and internal digital banking requests through the Bank’s CRM and ticketing systems, providing clear communication and timely updates through issue resolution

Impact of the Role

The Digital Banking Officer II helps convert deposit relationships into fully functioning, digitally enabled partnerships. By ensuring clients can rely on TASI® Bank’s digital tools, this role supports deposit growth, client retention, and operational efficiency.

When executed well, digital banking becomes an enabler — not a bottleneck — allowing the Bank to scale deposit volumes without sacrificing service quality, security, or control.

Success Indicators

• Clients successfully onboard and adopt digital banking and cash management services
• Digital deposit products function reliably with minimal disruption or rework
• Issues are resolved efficiently and escalated appropriately
• Increased adoption and usage of digital banking features across the deposit portfolio
• Strong internal partnership with Relationship Managers, Operations, and Deposit teams
• Digital services support deposit growth without increasing operational or compliance risk

Education & Experience

Required

• 3–5 years of experience in digital banking, deposit operations, cash management, or a related banking role
• Working knowledge of digital banking platforms and payment systems (e.g., ACH, RDC, bill pay, positive pay)
• Strong understanding of bank deposit products and operational workflows
• Ability to troubleshoot issues, manage priorities, and work independently
• Strong communication skills and comfort working directly with clients

Preferred

• Bachelor’s degree in Business, Finance, Information Systems, or equivalent professional experience
• Knowledge of NACHA rules and electronic payments regulations
• Experience supporting commercial digital banking or cash management clients
• Familiarity with CRM or ticketing systems used for client support

TASI® Bank is a relationship‑driven bank focused on real‑world business and long‑term partnerships.

We think independently.

We challenge the market for the good of the client.

We execute with discipline.

As a Minority Depository Institution, we are committed to expanding access to capital while building durable value for our clients, our communities, and the Bank.

Working Conditions & Additional Information

This is an onsite position with occasional offsite client visits and requires regular use of standard office equipment and banking systems. The role involves frequent interaction with clients, as well as ongoing coordination with internal teams and third‑party service providers, and may include time‑sensitive requests.

Salary Range: $75,000.00 To $85,000.00

TASI® Bank is an Equal Opportunity Employer. In accordance with the San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered for employment. Employment is contingent upon meeting regulatory requirements for employment with an FDIC‑insured financial institution.