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Data Entry Specialist

4 months ago

Malvern, United States BM Technologies, Inc. (BMTX) fka BankMobile Full time

Position: Data Entry Specialist

Reports To: VP/Executive Response & CIP Manager

This is a 3.5-month seasonal/contract opportunity, averaging 40 hours per week. Due to the seasonal nature of the role, it is not eligible for benefits. The rate is $16-$17/hr.

BMTX Overview

BM Technologies, Inc. (NYSE American: BMTX) - formerly known as BankMobile - is among the largest Banking-as-a-Service (BaaS) providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission to financially empower millions of Americans by providing a more affordable, transparent, and consumer-friendly banking experience. BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its partner bank. More information can be found at .

Our Mission

We are on a mission to financially empower millions of Americans by providing a more affordable, transparent, and consumer-friendly banking experience. And we are passionate about having fun while making an impact

Responsibilities:

  • Determine the acceptability of all identification documents received from student account holders.
  • Process identification documents by updating the respective account records to indicate a CIP status of verified or unverified.
  • Notify account holders whose documents have been rejected (expired, illegible, invalid) and request valid and/or legible copies for processing.
  • Process requests to update customer information, including Legal Name changes, address, etc.
  • Accurately maintain both paper and electronic files.
  • Process customer inquiries received via e-mail, Fax and Mail.

Qualifications

  • Provide stellar service to both internal and external customers
  • Ability to work independently and in collaboration with others
  • Detail oriented
  • Excellent computer skills are required, including familiarity with Excel
  • Excellent organizational skills
  • Excellent verbal and written communication skills

Preferred Experience/ Qualifications:

  • Experience in a banking center
  • Associate degree