What are the responsibilities and job description for the Process and Systems Specialist position at AmFirst?
Role: Support the Director of Process and Systems with maintaining and implementing core systems. Responsible for becoming a subject matter expert on KeyStone, Meridian Link, and Alkami. This role will demand a high level of competence and a detailed working knowledge of key delivery systems, the ability to identify problems, and make suggestions on how to correct. Must be able to identify issues related to the key delivery systems and how they interact with the core. Will also help with other systems we use as a backup support for branches. Must have excellent communication skills to communicate with vendors and staff.
Essential Functions & Responsibilities:
- Schedule, run, and work on Keystone reports periodically, learn Data Studio, and how to create reports. Assist in release testing for KeyStone, troubleshooting issues, as well as maintaining clean data and becoming a subject matter expert. Work with Business Intelligence to find outliers in the data. Responsible for identifying and ensuring errors are addressed by the appropriate parties in a timely manner. Recommend changes to policy or procedures as needed. Map new documents to KeyStone.
- Provide support for online banking, test releases, and troubleshoot issues that members and employees may have. Manage tickets and work them through to a resolution.
- Assist in managing the Deposit Account side of Meridian Link. Will review Meridian Link release notes, troubleshoot issues, open tickets, request document changes, request mapping changes, build out new products, file maintain settings, build custom questions and workflows.
- Test new vendors and assist with projects.
- Assist in AmFirst Connect updates, including uploading new documents and updating existing Wikis.
- Perform other job-related duties as assigned.
Performance Measurements:
- Troubleshoot issues related to Keystone, Meridian Link, Alkami, and other ancillary products we use.
- Assist in release testing for Keystone, Alkami, and any other product testing that needs to be done. Report any issues to the Process and Systems Director so they can be addressed in a timely manner.
- Run a schedule of reports to ensure that the data in Keystone is clean and any issues can be addressed.
- Keep management informed regarding key operational issues affecting the assigned application software and the business units that it supports. This includes continual review for improvements in operating efficiencies.
Knowledge and Skills:
Experience: Three years to five years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must have a strong technological background with systems used by AFFCU. Must have effective interpersonal skills to integrate with a wide range of users having different levels of computer expertise. Must be organized and have the ability to work with multiple priorities and exhibit good judgment. Must have the ability to problem solve. Critical thinking is imperative. Must have a good understanding of branch operations and member services.
Physical Requirements: Light lifting required.
Work Environment: Must be able to travel routinely to all branch locations.