Digital Banking Officer II
$75,000–$85,000 year
On-siteSan Francisco, California, United States
Job Summary
Support business and consumer clients with the setup, onboarding, and ongoing use of digital banking and cash management services, acting as the primary point of contact for online banking, mobile banking, ACH, RDC, bill pay, and positive pay. Process, create, and maintain digital banking user profiles and access controls while troubleshooting issues and coordinating resolutions with internal teams and third-party vendors like Q2, Ensenta, and iPay. Partner with Relationship Managers, Deposit Operations, and Digital Banking leadership to support commercial deposit relationships, ensuring products are implemented correctly and function reliably. Monitor digital activity and usage metrics to identify adoption opportunities, ensuring documentation meets operational, regulatory, and security requirements. Own and manage client and internal requests through the Bank's CRM and ticketing systems, providing clear communication and timely updates.
Required Qualifications
- 3–5 years of experience in digital banking, deposit operations, cash management, or a related banking role
- Working knowledge of digital banking platforms and payment systems (e.g., ACH, RDC, bill pay, positive pay)
- Strong understanding of bank deposit products and operational workflows
- Ability to troubleshoot issues, manage priorities, and work independently
- Strong communication skills and comfort working directly with clients
- This is an onsite position with occasional offsite client visits and requires regular use of standard office equipment and banking systems
- The role involves frequent interaction with clients, as well as ongoing coordination with internal teams and third‐party service providers, and may include time‐sensitive requests
- Employment is contingent upon meeting regulatory requirements for employment with an FDIC‐insured financial institution
Desired Qualifications
- Bachelor's degree in Business, Finance, Information Systems, or equivalent professional experience
- Knowledge of NACHA rules and electronic payments regulations
- Experience supporting commercial digital banking or cash management clients
- Familiarity with CRM or ticketing systems used for client support
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