Online Account Opening Associate I

First Interstate•Bellevue, NE

About The Position

The Online Account Opening Associate I provides bank operation services for First Interstate Bank's Online Account Opening (OAO) delivery service while supporting and assisting existing and new clients with their experience through First Interstate Bank's website or mobile application. This position may also be a resource to support branches in their efforts to provide accurate, prompt, and courteous service to their clients regarding their Deposit Accounts associated with the OAO process.

Requirements

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organizations.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, percent, and to draw and interpret bar graphs.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
High School Diploma or General Education Degree (GED) required
less than 1 year related experience, training, and/or equivalent combination of education and experience required
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Sitting - Frequently
Standing - Occasionally
Regular and Predictable Attendance - Moderate

Nice To Haves

Associate's Degree preferred

Responsibilities

Reviews online account application statuses.
Validates document accuracy in the core operating system.
Facilitates accurate transactional entries.
Follows up and reports on missing documentation and information.
Mails out Account Agreements to correct signature card(s) (if applicable).
Manages, reviews, and/or cancels incomplete applications and Auto-declined applications.
Critically evaluates information gathered from risk prevention sources and ensure consistency.
Verifies interest rates are correct for newly established OAO accounts.
Validates and manage OAO account funding and chargebacks (ACH or credit/debit cards).
Orders Debit Cards and/or checks for new OAO accounts (if applicable).
Works with partner vendors to make sure operational processes and infrastructure are viable.
Works with the Analytics team and Product Manager to ensure proper reporting and analytics requirements are defined and supported by the business requirements
Reviews compliance required documentation exists and for accuracy.
Provides exceptional customer service including responding to internal and external customer inquiries, troubleshooting, and resolving issues in a timely manner.
Actively looks for and identifies possible risks and fraudulent activities.
Works effectively in team environment and promote actively listening, eliciting information, comprehending individual issues/needs, and recommending solutions.
Navigates multiple computer systems, applications, and utilize search tools to find information.
Performs other job-related duties, special projects, upgrades, and conversions as assigned by management.
Responsible for adhering to operational controls and compliance with all required regulations and policies such as Reg CC, Reg D and DD, the Bank Secrecy Act (BSA) and Office of Foreign Assets Controls (OFAC) and all other Regulations to ensure the safety and soundness of all transactions related products and services.