Onboarding Specialist

Onboarding Specialist

Reports To: OnBoarding Excellence/Customer Care Center Manager

FLSA Status: Non-Exempt

Role Summary: Onboard our Digital products/services, including but not limited to, Online Banking for Southern Bank Consumer and Business Clients, Treasury solutions/products, review/process digital increase requests, setup/train Business Clients with Credit Card System, and process Online Account Opening Applications within designated Service Level Agreements.

Specific Job Functions (Duties/Responsibilities):

• Enhance the Consumer & Business Onboarding Digital Experience for both the Southern Bank employees and clients while mitigating risk.
• Field and complete all incoming requests for additional digital maintenance and access additions for existing profiles within set Service Level Agreements.
• Establish additional Treasury Service products as requested, such as Payroll Cards, Fraud Prevention, Remote Deposit Capture, ACH, etc.
• Establish requested access and train clients on the Business Credit Card system.
• Complete Treasury Service maintenances requested, such as administrative changes, entity/account additions, etc.
• Process Online Account Opening Applications - review applications for accuracy, ensure applications are booked correctly to Core, and decisioned appropriately. Communicate either to assigned branch and/or directly to new account holder.
• Bridge service quality gaps between Southern Bank Support Departments and frontline associates.
• Maintain in-depth knowledge of all Treasury Services Platforms, Credit Card System, Online Account Opening products, and Digital Solutions.
• Perform other duties as assigned.

JOB REQUIREMENTS:

Knowledge/Skills/Abilities Required:

• Maintain a professional, pleasant demeanor under pressure.
• Maintain up-to-date knowledge of all Bank services and products.
• Ability to handle detailed documentation.
• Excellent communication, both orally and written; good listening skills.
• Ability to effectively manage time and multiple priorities with minimal direct supervision.
• Must be able to organize daily workflow; manage multiple priorities.
• Ability to make sound decisions within proper authority and use good judgment based on policy and procedures.
• Excellent team player and business partner.
• Strong knowledge of Southern Bank Digital Services and Support Platforms.

• Superior computer skills, including but not limited to Microsoft Products, ticketing system, etc.

Education/Experience Requirements:

• Bachelor's degree in business or a related field preferred
• Treasury Service Experience
• Digital Banking Acumen
• Credit Card Systems
• Minimum of three years Banking Experience