OAO Onboarding Specialist at Vast Bank

Tulsa, Oklahoma, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Apr, 26

Salary

0.0

Posted On

04 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Attention To Detail, Digital Onboarding, Regulatory Compliance, Communication Skills, Organizational Skills, Problem Solving, Team Collaboration, Time Management, Adaptability, Technical Proficiency, KYC, BSA/AML, Account Management, Fraud Prevention, Data Analysis

Industry

Banking

Description

Job Details Job Location: Elgin Corporate Headquarters - Tulsa, OK 74120 Position Type: Full Time Vast Bank is looking to hire an Online Account Opening Onboarding Specialist!! About Vast Bank Since February of 1982, we've been a financial institution that has served customers in Northeast Oklahoma and beyond. Our deep roots in the community and commitment to personal service have enabled us to grow alongside our customers, creating conveniences and solutions to fit unique problems and lifestyles. For over 40 years, we've built a legacy on personal service, flexibility, strength, and integrity. Now, with bold leadership and a renewed commitment to customer-centricity, we're aiming higher for the next 40 years. New ideas, strong partnerships, and modern technology will accompany a winning culture to deliver more control and a surprisingly easy banking experience. We're a company that believes in taking care of the people who make working here possible. In addition to competitive compensation, we offer a leading employee benefit package: Comprehensive benefits package & 401(k) match Professional development- opportunities for advancement! Tuition assistance Transit reimbursement Paid time off & more! Qualifications Summary Of Role The Online Account Opening & Onboarding Specialist is responsible for supporting customers through the end-to-end process of opening new accounts through the bank’s digital channels. This role ensures a smooth, compliant, and positive onboarding experience — from initial application to account funding and activation. The ideal candidate is detail-oriented, customer-focused, and comfortable navigating digital systems and regulatory requirements. Major Duties and Responsibilities Serve as the primary point of contact for customers opening accounts through the bank’s online or mobile platforms. Review and verify new account applications for accuracy, completeness, and compliance with regulatory and internal policies (KYC, CIP, OFAC, etc.). Communicate proactively with customers to resolve issues, obtain documentation, and guide them through the onboarding process. Monitor and manage account opening queues and dashboards to ensure timely processing and a high-quality customer experience. Coordinate with Compliance, Fraud, and Operations teams to validate account eligibility and prevent fraudulent activity. Support digital banking enrollment, account funding, and product activation. Assist in testing and providing feedback on online account opening system enhancements and workflow improvements. Track onboarding metrics and identify opportunities to streamline the digital account opening process. Educate new customers on digital tools, account features, and support channels to ensure successful adoption. Maintain a thorough understanding of bank products, policies, and regulatory requirements. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Knowledge & Skills Experience 2+ years of experience in banking, digital onboarding, or new account processing preferred. Working knowledge of BSA/AML, KYC, and other regulatory requirements related to account opening. Education/Certifications/Licenses High school diploma or equivalent required; associate or bachelor’s degree preferred. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Role Important Behavioral Skills Strong communication skills to develop good working relationships and to promote cooperation and compromise among various departments. Display the ability to research and comprehend a high level of knowledge in current and developing regulations. Ability to develop and maintain effective working relationship at all levels by proactively participating and contributing to a positive work environment, controlling emotions and temperament, and exhibiting courteous, respectful, and professional behavior. Ability to quickly adapt to changing environments, processes, and technologies. Technological ability and willingness to work remotely from home as required. Strong organizational skills. Ability to maintain composure under pressure or adverse circumstances, using effective strategies for managing personal stress. Ability to maintain personal and work direction when faced with ambiguity. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters. EEO StatementIt is the policy of Vast Bank to afford equal opportunity in all phases of employment without regard to an individual’s race, color, creed, religion, gender, national origin, age, disability, marital status, ancestry, sexual orientation, unfavorable military discharge for qualified individuals with disabilities, and for qualified disabled veterans and veterans of the Vietnam era, to the extent required by applicable local, state and federal law.

Responsibilities

The Online Account Opening & Onboarding Specialist is responsible for guiding customers through the account opening process via digital channels, ensuring compliance and a positive experience. This includes reviewing applications, communicating with customers, and coordinating with various teams to validate account eligibility.