Digital Banking Specialist I

First Commerce Bank; Lakewood Township (NJ); On-site; USD 41,000 - 50,000; Full time

Job summary

First Commerce Bank seeks a Digital Banking Specialist I to support onboarding of retail and business customers through digital channels. You will review accounts, generate daily reports, and handle communications via Salesforce and email.

The role includes managing IntraFi/CDARS activities and assisting with account services, ensuring smooth digital banking experiences. The position requires a high school diploma or higher with IT/business/accounting emphasis, and at least two years of related

Qualifications

• Education/Training: High School Diploma or higher with an emphasis in Information Technology, Business or Accounting; experience with digital banking preferred.
• Skill(s): Proficient in English, reading, writing, grammar, and mathematics; strong interpersonal and organizational skills; knowledge of banking products and customer service; proficient PC skills including Excel, Word and PowerPoint; ability to learn job-specific software.
• Experience: A minimum of two (2) years’ related experience required.

Responsibilities

• Onboard retail and business customers via digital onboarding channels to ensure efficient digital account creation.
• Perform Digital Account Opening tasks including Online Account Review, Daily Reports, Alloy Alerts, and documentation review.
• Manage IntraFi (ICS/CDARS) processes including new accounts, withdrawals, and maturity alerts; move funds as required.
• Handle Customer Communications via phone, email, and Salesforce/DocManager regarding products and accounts.

Skills

English proficiency

Interpersonal skills

Organizational skills

Project management

Customer service

Learning new software

Education

High School Diploma or higher (IT/Business/Accounting)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Digital Banking Specialist I

Lakewood, NJ, US

2 days ago Requisition ID: 1364

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/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 IC…??
• Manage close account requests.
• Manage early withdrawal requests.
• Manage CDARS Maturity Alerts
• Move funds for new accounts, closed accounts and withdrawals.
• Daily Reports
• IntraFi 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 to an established schedule; compiles information as necessary or as directed and provides data to appropriate Bank personnel.
  • Responds to inquiries relating to his/her particular area, or to requests from customers, other Bank personnel, etc., within given time frames and within established policy.

  Job Location

  All levels

  1700 Avenue of the States

  Suite 301

  Lakewood, NJ

  Various outside locations

  Equipment/Machines

  • Printer
  • Fax
  • Copy machine
  • Scanner
  • Calculator
  • Telephone

  First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors.

  First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law.