Digital Banking Associate
About The Position
Lowell Five Bank is seeking a Digital Banking Associate to support digital banking operations and customer experience. The role handles customer calls and digital banking inquiries, reviews and processes digital banking enrollments and account requests, monitors related reports, and participates in ACH processing. It also supports business development by identifying customer needs and referral opportunities, using Salesforce to create cases and coordinate across departments, and maintaining knowledge of the Bank’s products, services, and digital banking platforms. The position reports to the Bank’s Headquarters in Tewksbury five full days a week. The hourly pay range is $21–$23. Actual compensation may vary based on relevant education, experience, and skills. Lowell Five describes itself as a regional bank with nearly $1.9 billion in assets, over 200 employees, and 16 banking center locations. It offers career development and educational programs and a benefits package.
Requirements
- High school diploma or equivalent preferred.
- At least 1 year of retail banking experience, including strong DNA knowledge and account-opening procedures.
- Working knowledge of the Q2 online and mobile banking platform and digital banking products and services.
- Working knowledge of Salesforce, with willingness to learn advanced features and functionality.
- Willingness and aptitude to learn new systems as needed to support Bank growth and service expansion.
- Ability to troubleshoot basic computer and internet browser functionality issues.
- Experience using Microsoft Office applications and Adobe Acrobat.
- Strong verbal and written communication skills.
- Customer-focused, with the ability to build and maintain relationships.
- Detail-oriented, with strong organizational skills and the ability to work efficiently, multitask, and prioritize time-sensitive tasks.
- Team player willing to learn additional tasks and adapt to change.
- Must be willing and able to report to Headquarters in Tewksbury five full days a week.
Nice To Haves
- Knowledge of Apple and Android products is preferred.
Responsibilities
- Handle incoming phone calls from internal and external customers.
- Research and respond to digital banking-related messages, inquiries, and issues from internal and external customers.
- Review and process new digital banking enrollments and online deposit account requests.
- Review and process maintenance requests for existing online banking enrollments.
- Monitor and review digital banking reports, including online banking, bill payment, online account opening, and mobile app reports.
- Participate in hands-on processing for the Bank’s ACH digital banking customers.
- Listen to customers to identify sales and referral opportunities, introduce them to appropriate Bank personnel for more complex matters, and follow up as needed.
- Use and promote Salesforce CRM to create cases, referrals, and collaboration across departments.
- Strive to maintain an inclusive team environment.
- Learn and maintain knowledge of Bank products and services.
- Expand digital banking platform knowledge using the Q2 eLearning module.
Benefits
- Career development and educational programs to support personal and professional growth.
- A benefit package that supports each employee’s best life.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
