Primary Office Location:
4140 East State Street.
Hermitage, Pennsylvania.
16148.
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Position Title: Online Sales and Employee Accounts Specialist
Business Unit: Retail Operations
Reports to: Manager of Online Sales and Employee Accounts
Position Overview:
This position is primarily responsible for supporting the online deposit/loan account opening application process which includes: identity verification on accounts subject for review, assists with testing of new product offerings and system upgrades, maintenance, processes requests for debit cards and checks, and follow up with applicant on incomplete applications.
Incumbent also supports the management of employee accounts to include account maintenance, and adherence to the overdraft policy.
Primary Responsibilities:
Supports the Online/Employee Accounts Manager with all phases of online deposit/loan accounts.
Aids in the review of deposit and loan accounts offered through the online application.
Completes various administrative tasks associated with on-boarding and maintaining online accounts.
Responds to customers/employee questions and concerns relative to online deposit/loan accounts.
Prepares and maintains internal policies and procedures applicable to online deposit/loan accounts.
Ensures product offerings and account disclosure are uploaded in a timely manner to the online account opening application
Participates in conversion related activities such as port merges, employee accounts, and online banking activities.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.
N.
B.
Corporation’s risk management program.
F.
N.
B.
Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent communication skills, both written and verbal
Excellent customer service skills
Ability to work and multi-task in a fast paced environment
Detail-oriented
MS Word - Intermediate Level
Excellent organizational, analytical and interpersonal skills
MS Excel - Intermediate Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
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