Purpose: The Digital Operations Specialist is responsible for working with various lines of business in establishing and maintaining customer accounts related to digital products and services. This position is also responsible for servicing third-party relationships, primarily focused on business and municipal customers, and treasury management services.
This is a full-time temporary position to early 2025.
Supervisory Responsibilities:
Degree of Supervision Received (Minimal, Moderate or Extensive):Moderate
From (Title): Digital Operations Manager
Degree of Supervision Given (None, Minimal, Moderate or Extensive): None
Essential Functions:
Onboards and maintains customer accounts related to treasury management products and services and reviews documentation related to products/services to ensure accuracy and completeness
Provides second level support to the Customer Contact Center as it relates to treasury management, commercial, and municipal digital operations products and services
Coordinates and assists with Remote Deposit products hardware installations, set-up of sweep and ACH limits, and services customers throughout the set-up and beyond
Promotes Bank products and services by identifying opportunities and evaluating the needs of existing and prospective customers to make appropriate recommendations and or referrals to other lines of business
Onboards all new customers and accounts opened through the digital banking channel, ensuring all BSA, KYC, and CDD regulations are met prior to opening the account
Operationally supports and services initiatives new to the FSB digital bank, such as FX currency, crypto currency, BaaS
Works directly with Digital Operations Specialist II in identifying cases regarding digital operations inquiries/issues and relays resolutions to appropriate internal departments and customers, as appropriate
Completes requests under the direction of the Digital Operations Specialist II and Digital Operations Manager, as appropriate, and ensures the daily work in the department is completed timely and accurately
Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work
This job description is not exhaustive. The Digital Operations Specialist may be required to perform other duties as assigned
Job Related Qualifications – Education and Prior Experience:
Required:
Education: High School Diploma or Equivalent
Prior Experience: 2+ years of experience working in a banking environment, with exposure to and experience with business accounts and services
Competencies:
Attention to detail to ensure accuracy
Excellent organizational skills with the ability to manage multiple priorities and meet established deadlines
Responds to requests for information in a timely and professional manner
Working knowledge of Microsoft applications with the ability to learn new and existing Banking software
Strong interpersonal and communication skills (both written and verbal)
Strong sales orientation and customer focus
Physical Requirements:
Able to regularly sit for prolonged periods of time
Able to regularly stand for prolonged periods of time
Able to travel:
Occasionally
Within the corporate footprint
Extensive computer usage is required
Benefits:
Medical, Dental, and Vision Insurance
Health Savings Account
Flexible Spending Account(s)
Company Paid Life Insurance, Long Term Disability, and Short Term Disability
The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
