Jobs · Pennsylvania

Document Imaging Specialist

Firstrust Bank · Horsham, PA · Yesterday
Full-time

Job Duties And Responsibilities

Aid in the development of new business for Firstrust. Be aware of expressed customer/prospect needs to suggest appropriate services. Direct customers to the appropriate person to open accounts. Actively sell and promote corporate products to potential and existing customers. Possess knowledge of corporate products and services to suggest products.

  • Develop and process related Bank documents, including reviewing for clarity and completion, scanning and indexing as directed by procedures, validating the quality of images and indexes, and supporting processes to identify missing paperwork.
  • Flag and code items in the core system as directed by procedures.
  • Process return mail within established procedures and appropriate banking regulations. Review operational reports to validate changes in relation to address maintenance of fields/flags. Review Data Maintenance forms for title and address changes to ensure forms support system changes. Update missing information on Community Banking's reports and necessary system information related to addresses if needed.
  • Update procedures as necessary to ensure compliance with regulations.
  • Provide training to backup team members.
  • Perform other duties as assigned by Management.

Physical And Sensory Requirements

  • Prolonged periods sitting at a desk and working on a computer.
  • The employee may be required to lift files/materials up to 20 pounds to take to various locations.
  • The incumbent will be expected to operate a computer terminal.

Education, Training And Experience

  • A high school diploma or equivalent.
  • Basic knowledge of Microsoft Office (Word, Excel, and Outlook).
  • Clear and professional communication via telephone/email.
  • Strong attention to detail, self-motivation, and good problem-solving skills.
  • Good organization and time management skills to help support competing priorities.
  • A friendly, positive attitude.

Benefits

  • Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law.
  • This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.
  • Firstrust Bank is an Equal Opportunity Employer.

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