About The Position
NewtekOne®, Your Business Solutions Company®, is a financial holding company that, along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has offered state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow sales, control expenses, and reduce risk. Newtek's and its subsidiaries' solutions include banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions, eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions. Newtek Bank, N.A. is seeking a Digital Banking Client Services Representative to ensure customers have a seamless and delightful banking experience within its customer contact channels. This role requires proficiency in banking products and services, including online banking and the mobile app, excellent communication and problem-solving skills, the ability to prioritize and multi-task, and a positive and friendly attitude when supporting customers and internal team members.
Requirements
- Enthusiastic and positive attitude with a desire to help others.
- Exceptional communication and interpersonal skills.
- Ability to work collaboratively in a team-oriented environment.
- Ability to problem-solve and troubleshoot.
- Ability to multi-task and prioritize to meet time-sensitive deadlines.
- Willingness to assist in cross-functional projects and initiatives.
- Ability to learn and use multiple banking software programs.
- Fluency in English and Spanish is required for this role.
Nice To Haves
- 1+ years in the banking industry preferred.
- Customer service experience and general banking knowledge in deposit products and services including digital banking is preferred.
Responsibilities
- Maintain a strong understanding of bank policies, procedures, and regulatory compliance requirements as well as the bank's products and services to provide accurate and relevant information to prospective and existing customers.
- Exercise professionalism, confidentiality, and discretion in all customer interactions and while handling sensitive account information.
- Interact with customers in a friendly and engaging manner by phone, secure message, and chats to address various banking inquiries and provide customer assistance.
- Guide new customers through account opening and onboarding.
- Process account applications for review and approval.
- Address and resolve account-related requests and concerns promptly and effectively.
- Assist customers with navigation and utilization of our online banking platform and mobile app.
- Provide troubleshooting and first level online banking support. Escalate online banking issues for further investigation as needed.
- Listen to customer feedback and complaints to provide solutions and insights for improvement in our services. Contribute ideas and suggestions to enhance customer satisfaction.
- Embrace change and adapt to new technologies and strategies aimed at elevating the customer experience and streamlining processes.
- Assist with onboarding and training new team members.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
