Digital Banking Onboarding Specialist

Bank of Utah; Ogden (UT); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Holidays & PTO

Volunteer programs

Awards & recognition

Job summary

Bank of Utah in Ogden, UT is seeking a Digital Banking New Accounts Specialist to support customers via phone and live chat, while handling backend account opening tasks. This role blends customer service, operations, and digital process improvement to deliver a digital-first banking experience.

The successful candidate will have 2+ years in retail banking or digital banking, proficiency with Microsoft Excel and other Office tools, and a strong eye for accuracy and compliance as we streamline

Qualifications

• Requires High School Diploma or equivalent.
• Minimum of two years’ retail banking and account opening experience or digital banking experience.
• Confident in using Microsoft excel to record information and structure functions.
• Comfortable in using other Microsoft solutions (Word, Outlook, etc.)
• Experienced in reading reports and interpreting and working with data
• Good risk-based decision-making skills and the ability to follow complex policies and procedures.

Responsibilities

• Display expert knowledge of Bank of Utah's depository products accounts, apps and online services along with a strong understanding of bank's products and services.
• Proactively seek solutions to customer service and efficiency issues. Troubleshoot online and mobile banking issues. Service customer accounts and requests accurately in accordance with bank policy and procedure.
• Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete required compliance and job specific training.
• Radiate a can-do attitude, which fosters our Cultural Beliefs.
• Provide effective and empathetic phone and chat support for customers with questions about digital account opening or problems completing their digital application.
• Contact customers via email or phone if additional information is required after they submit their digital application.
• Reference core information to troubleshoot any issues when approved accounts are not able to be automatically booked.
• Ensure accuracy of automatically booked accounts through providing a QA of information in the core and log account details and maintenance activities.
• Conduct account reviews and encourage customers to connect their digital accounts to account touch-points (online banking, debit card, digital wallet, etc.).
• Utilize data and reporting to make recommendations to improve processes and gain efficiencies for customers and the team.
• Work across the digital team, branch admin, compliance and online banking teams to both provide excellent service to customers and create processes, documentation and a feedback loop that grows and strengthens the digital channel.

Skills

Customer service

Data analysis

Risk decision-making

Policy compliance

Strong communicator

Education

High School Diploma

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Bank of Utah in Ogden, UT is seeking a Digital Banking New Accounts Specialist to support customers via phone and live chat, while handling backend account opening tasks. This role blends customer service, operations, and digital process improvement to deliver a digital-first banking experience.

The successful candidate will have 2+ years in retail banking or digital banking, proficiency with Microsoft Excel and other Office tools, and a strong eye for accuracy and compliance as we streamline