First Southern Bank

eBanking/Retail Documentation Specialist Jobs at First Southern Bank

eBanking/Retail Documentation Specialist Jobs at First Southern Bank

Sample eBanking/Retail Documentation Specialist Job Description

eBanking/Retail Documentation Specialist

Under the direction of the Vice President of Retail Services & Delivery is responsible for providing support for electronic banking customers, for verifying accuracy and validity of documentation, account setup, and maintenance for all deposit accounts and provide daily support for the Retail Team.

ESSENTIAL RESPONSIBILITIES

 

  1. Process Internet applications from the secure forms website.
  2. Assist and provide support for retail customers when they get locked out of their online banking account and need password resets and support for online banking, bill pay, Transfer NOW, and Mobiliti.
  3. Respond to customers' email inquiries received from online banking and our website.
  4. Assist and provide support for our business customers when they get locked out of their online banking account and need password resets and support for business customers with cash management services such as ACH Manager, bill pay, remote deposit capture, positive pay, etc.
  5. Additional responsibilities for Kasasa processing, IOLTA accounts, and more.
  6. Verify accuracy of account titling on all new and revised deposit accounts; review receipt of all legal documentation required, as well as any file maintenance for accuracy, completeness and timeliness; work with Managers to address any issues.
  7. Remain current with regulatory and/or Deposit products and services.
  8. Ensure all documentation is scanned and indexed into the Bank's documentation storage system (Web Director) & correct any documents that are indexed incorrectly.
  9. Review and correct all returned and rejected check orders from Harland Clarke.

 

MARGINAL RESPONSIBILITIES

 

  1. Develop and maintain product knowledge for retail and business online services.
  2. Work directly with Personal Bankers and Managers with retail and business online customer issues and assist in account titling and required documentation.

 

Education and Skills Required

 

Demonstrated experience in Deposit Services products and processes; preferably 1-2 years in Banking industry.

Basic knowledge of financial institution operations, procedures and retail and business products.

Demonstrated ability to prioritize work flow, multi-task, and work in a team based environment.

Ability to identify, problem solve and exercise good judgment with respect to the disposition of daily issues as they arise.

Basic understanding of banking regulations and Federal Reserve rules/regulations, as well as Bank policy, as it relates to electronic banking.

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