Digital Banking Specialist - Online Account Opening

Company: Heritage Financial
Location: Tacoma
Posted on: March 19, 2023

Job Description:

Base Salary Range:

$20.99 - $26.24 - $31.49 per hour

At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!

As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.

Position Overview:

Heritage Bank has an exciting opportunity to join our organization!

The Digital Banking Specialist - Online Accounts Opening position is responsible for providing professional, technical, general and project support to the department management team and will assist with overseeing the timely and accurate processing of and administrative activities related to the Online Account Opening solution and third party integrations. When performing assigned duties, ensures compliance with operational and regulatory policies, and procedures to mitigate risk

The successful candidate will be able to:

* Collaborates with the management team and training department to design, develop and implement training to staff members across multiple business units. Ensure applicable training guides are current and implements improvements in a timely and accurate manner.
* Assists with analysis of processes and makes recommendations to management for streamlining functions, improving efficiency and enhancing the accuracy and quality of work.
* Acts as an escalation point for team members to resolve issues. Research non-routine and complex or escalated issues and concerns, both internally/externally, and communicates findings and/or resolutions to management and appropriate parties, in a timely manner.
* Recommends, writes and implements department procedures to ensure adherence to Bank policy and industry regulations. Communicates and implements approved revisions to team members in a timely manner.
* Assists, maintains and updates SOP's and job aides in a timely and accurate manner.
* Track department activities timely and accurately; prepare reports as requested
* Partners with management teams to support new, existing or prospective customer requests. Maintain up to date and thorough knowledge of programs, products and services.
* Maintains proficient knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility.
* Contributes to the success of the department with willingness to share in all department responsibilities and provide back-up assistance to team members and management team, as required or assigned

Requirements:

* High School Diploma or equivalent required. Coursework and/or certification in accounting; or relevant education - preferred.
* 3 years recent experience in bank operations, electronic / digital banking and/or retail banking, which includes working knowledge of consumer online / mobile banking, and regulatory compliance and a minimum of 1 year in a lead role, in a financial services industry - required.
* Recent working knowledge and experience in multiple digital banking services (Debit/Credit Cards, Business / Consumer Online Banking, Bill Pay, RDC etc.) and EFT processing - preferred.
* Equivalent combination of education, training and experience may be considered.
* Provides an exceptional level of quality service for internal/external customers; responds to customers' needs, questions and concerns in an accurate, effective, and timely manner.
* Exemplary ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide clients with information, data, advice and solutions, as well as gain their trust and respect.
* Highly developed interpersonal and written/verbal communication skills demonstrating the ability to communicate technical issues over the phone, in person and via email, and clearly and persuasively in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
* Process oriented, with ability to evaluate and improve practices and update and maintain written procedures and training materials.
* Strong working knowledge of bank accounting practices including the understanding of debit/credit relationships; math skills to calculate interest, balance accounts and locate routine mathematical errors.
* Detail oriented with advanced organizational, problem-solving, data review and time management skills; identify and resolve exceptions; interpret data and manage multiple assignments, goals, and reporting requests, ensuring that priorities are set and commitments and deadlines are met, with minimal direction and supervision.
* Understands and applies principles, procedures, compliance requirements, federal/state regulations, and policies related to assigned area, as well as the Bank's policies, procedures, products, and services.
* Unquestionable integrity in handling sensitive and confidential information required.
* Proficient PC experience using MS Office products (Word, Excel, Outlook); and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent; with the ability to learn and adapt to new technologies quickly.

Work Environment:

* Climate controlled office environment.
* Work involves being able to concentrate on the matter at hand under sometimes distracting work conditions and frequent interruptions during the day.
* Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule and/or extended hours, as needed.

Physical Demands:

* Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
* Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
* Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.
* Occasional lifting 5 lbs. (files, boxes).

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.

Job applicants have certain legal rights. Please click here for information regarding these rights.

If you need assistance completing the online application, please email: HBRecruiting@HeritageBankNW.com

Salary Range Disclaimer

The base salary range represents the min, mid and max of Heritage Bank's salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.

##JobCategory:Information Technology / Systems##

##Street:3615 Pacific Avenue##

##City:Tacoma##

##State:WA##

##ZipCode:98418##

##Internal:false##

Keywords: Heritage Financial, Tacoma , Digital Banking Specialist - Online Account Opening, Other , Tacoma, Washington