Digital Banking Specialist

First Bank & TrustBrookings, SD
15h

About The Position

Th e Digital Banking Specialist engages with customers through digital channels , supporting retail banking products and services for new and existing clients. This role involves promptly and efficiently addressing customer needs, offering solutions, and ensuring a customer-focused approach . Qualifications: This person should possess an associate’s degree plus two years of bank experience , or the equivalent. A basic understanding of banking is preferred. This role requires the ability to work both independently and collaboratively in a high-volume, fast-paced environment, demonstrating problem-solving skills to identify effective solutions. Proficiency with mobile technology, devices, apps, and messaging platforms is essential. A personable, empathetic, and knowledgeable approach to banking is key.

Requirements

  • This person should possess an associate’s degree plus two years of bank experience , or the equivalent.
  • The ability to work both independently and collaboratively in a high-volume, fast-paced environment, demonstrating problem-solving skills to identify effective solutions.
  • Proficiency with mobile technology, devices, apps, and messaging platforms is essential.
  • A personable, empathetic, and knowledgeable approach to banking is key.

Nice To Haves

  • A basic understanding of banking is preferred.

Responsibilities

  • Continually monitor and respond to all incoming customer conversations that route through digital banking and CRM as well as potentially completing outbound conversations /phone calls per internal requests.
  • Accept and verify information relating to the opening of new accounts for existing/new customers, including recommending and cross-selling bank products and services which meet customer needs.
  • Prepare all new account documents according to bank policy and procedures .
  • Work daily reports and reach out to customers through digital conversations and potentially by phone when needed to complete the reports.
  • Identify and report fraud or suspected fraud occurrences and know what steps are needed to protect the customer and the bank.
  • Troubleshoot digital banking through the mobile and online experiences including, but not limited to, multifactor authentication, bill pay, mobile deposits, and external transfers.
  • Adhere to established policies and procedures regarding appropriate resolution of customer complaints .
  • Keep up to date on current department and P ersonal Bankers procedures and policies.
  • As sist with training new employees, projects, testing, etc. as requested .
  • Promote the bank’s philosophy of excellent customer service.
  • Attend all meetings and any other developmental training deemed necessary by the Digital Banking Supervisor.
  • Act in accordance with FBT policies and procedures as set forth in the employee handbook.
  • Adhere to compliance procedures and participate in required compliance trainings .
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