Digital Operations Fulfillment Specialist

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JOB FUNCTION / SUMMARY:

The Online Banking Fulfillment Representative 2 completes business online enrollments from the branches validating ownership. They inspect account linking request and when all ownership and access authority is verified they link the account in mBanker for customer viewing. They also provide research on customer issues serving as a tier 2 for the Contact Center and supply administrative support to the Digital Strategy department to include account recons.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Manages workload for Business Enrollment and Account Linking Agreements. Ensures division of labor between self and others (some contractors) so that SLAs are maintained.
• Enrolls and links accounts in Online Banking system to give the customer access.
• Ensures Accuracy of requests and customer signatures sent by verify ownership in Onbase and host systems.
• Reviews department reports daily and reports any inconsistencies to supervisors and/or management as well as ensuring these reports are listed and maintained by the Department Retention schedule. This includes but is not limited to recons and enrollment reject reports.
• Completes customer research, which includes but is not limited to, statements, check copies, encoding errors, and deposit corrections.
• Assists in Research with additional research requests processed through the Digital team.
• Maintains electronic files and legal documents; Legal documents include customer authorization letters to grant access to receive information on accounts (business enrollments into digital banking as well as linking agreements) Critical validation to monitor correct access is given.
• Ensures departmental report retention schedule is maintained.
  
  

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• High school diploma or general education degree (GED)
• 3 years related experience
• Knowledge of Consumer and Business Online Banking systems
• Knowledge of OLB Administration Systems and Host Lookups
  
  

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to prioritize and multi-task
• Ability to research and analyze data
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
  
  

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.