Enterprise Content Management Solutions Specialist I
Company: First Bank
Location: Charlotte
Posted on: February 16, 2026
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Job Description:
Job Description Job Description SUMMARY: The position of
Enterprise Content Solutions Specialist I is responsible for the
first line of support for associate inquiries, requests and
troubleshooting within the document management system and for
learning and assisting with discovery, development, maintenance and
troubleshooting opportunities within the document management
system, OnBase, as related to system administration, workflow,
reporting tools and application modules. The position is a learning
and entry level position to the Enterprise Content Solutions
Specialist II. The position reports directly to the Enterprise
Content Operations Manager. ESSENTIAL FUNCTIONS: Monitor and
respond to inquiries, support requests, routine problem solving via
all access areas such as individual email, departmental email,
chat, phone, teleconference/video, and/or in-person, escalating
issues as needed. Assist, and/or participate in training sessions
for departments and associates using the same access areas listed
above for all areas of document management, workflow and
application modules of the document management system. May include
some travel. Study, learn, and perform, with basic efficiency, the
system administration of the document management system which
includes but is not limited to the creation, development, testing,
troubleshooting and regular maintenance of document type groups,
document types, keywords, custom queries, workflow folders and
other features necessary for document storage and retrieval. Work
in conjunction with Project Management, along with other
Departments, to bring project planning from inception to completion
for document management solutions which may include but are not
limited to workflow, reporting tools, and application modules.
Assist in meetings for solution discovery and progress updates for
projects and/or maintenance requests with departmental line of
business owners, which may or may not include Project Management.
Learn to create and assist with developing project profile
documents detailing the project assumptions, project scope,
deliverables, and specific details for solution build work. Review
and seek the approval of the line of business owners. Learn to
develop, design, build, test and troubleshoot all aspects of the
document management system including but not limited to customized
workflow, reporting tools and application solutions. Learn to
create, test and assist in the maintenance of the document
management system training materials, training videos and other
necessary aids outside of and within a knowledge base application
or similar platform. Document system configuration changes or major
project documentation in applicable systems for SOX reporting
purposes. Participate in other project implementations as assigned
which include, but are not limited to, acquisition projects and
department specific projects. Complete, assist, and perform
maintenance assignments, as needed or scheduled by manager, in all
aspects of the document management system which may include some
after-hours and/or weekend work. Participate in Bank internal
committee appointments/meetings as assigned. Pursue and maintain
required Hyland certifications such as, but not limited to, OnBase
Certified System Administrator (OCSA), OnBase Certified Workflow
Administrator (OCWA) and OnBase Certified WorkView Administrator
(OCWV). As available, OnBase Certified Advanced Workflow
Administrator (OCAWA) Adhere to all levels of our Service
Excellence standards. Complete annual compliance courses. Completed
other training as assigned. Adhere specifically to all corporate
policies and procedures. Also adheres to Federal and State
regulations and laws; including, the Bank Secrecy Act and the
Anti-Money Laundering Act. Perform other duties as required.
GENERAL QUALIFICATIONS: Knowledge & Experience : These
specifications are general guidelines based on the minimum
experience normally considered essential to the satisfactory
performance of this position. Individual abilities may result in
some deviation from these guidelines. High school diploma or
general education degree (GED); or the equivalent combination of
education and experience. Work-related experience should consist of
duties in a business environment. Educational experience, through
in-house training sessions, formal school or financial industry
related curriculum, should be business or financial industry
related. Document management experience preferred. Ability to
obtain and demonstrate knowledge of OnBase Certified System
Administrator certificate or equivalent within 6 months of
onboarding. Excellent organizational and time management skills.
Ability to work with minimal supervision. Ability to prioritize
work and responses to customers. Exceptional verbal, written and
interpersonal communication skills with the ability to apply common
sense to carry out instructions. Application of Active Listening to
effect problem solving for customer inquiries. Intermediate skills
in personal computer operation, word processing, spreadsheets,
web-based programs and specialty software programs. Basic skills in
computer terminal and mainframe computer systems which include
server-based access. Basic knowledge of Bank operations, products
and services; related state and federal laws and regulations, and
other Bank operational policies and procedures. Previous experience
with OnBase, Zoom, Zoom Contact Center, and ServiceNow a plus.
Additional preferred skills include customer service, project
management ideals, ability to share product knowledge, quality
focus, problem solving, attention to detail and documentation,
conflict resolution, information analysis, and multi-tasking.
Physical Demands/Work Environment: Vision, hearing, speech,
dexterity, visual concentration. A valid driver’s license is
required. Must have the ability to stand, walk, sit and use hands
and fingers. Must have the ability to work the hours and days
required to complete the essential functions of the position, as
scheduled. The environment is a professional office with standard
office equipment. Cognitive Requirements: Learning, thinking,
concentration, ability to exercise self-control, ability to work in
a customer relations’ environment. Must be able to pay close
attention to detail and be able to work as a member of a team. Must
have the ability to interact effectively with co-workers and
customers, and exercise self-control and diplomacy in customer and
employee relations’ situations. Must have the ability to exercise
discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
Keywords: First Bank, Burlington , Enterprise Content Management Solutions Specialist I, IT / Software / Systems , Charlotte, North Carolina
