Online Banking Specialist

Third Federal Career•Cleveland, OH

1d•Onsite

About The Position

Third Federal is a leading lender of conventional home mortgages, operating in 27 states and the District of Columbia, with retail branch offices in Ohio and Florida. The company's mission is to help people achieve home ownership and financial security, guided by values of love, trust, respect, excellence, and fun. With a nearly 90-year history, Third Federal boasts stability with no layoffs and a low annual turnover rate of 6%. It has been recognized multiple times as a 'Great Place to Work'. The company is seeking an experienced banking professional for its Online Banking team, emphasizing respect, responsiveness, and follow-through. This role involves working with a close-knit team, collaborating daily with branches and Customer Care Representatives to ensure a smooth and secure digital banking experience. The Online Banking Specialist will manage online banking and online deposit account opening requests from start to finish, requiring detailed investigation across various systems and teamwork. The ideal candidate thrives in a culture that values approachable teammates, open feedback, and continuous improvement.

Requirements

Experience servicing deposit and loan products (or a strong foundation in retail banking operations).
Proven ability to work independently while contributing positively to a team
Strong written and verbal communication skills, with attention to proper spelling and grammar.
Customer-first mindset with a commitment to delivering timely, accurate support.
Strong attention to detail with effective research, troubleshooting, and analytical skills.
Working knowledge of banking products and services; ability to learn and stay current as offerings evolve across regions.
Comfortable navigating multiple systems and eager to learn additional in-house applications.
Proficiency in Microsoft Word and Excel with the ability to learn vendor administration tools.
Ability to multitask, prioritize effectively, and maintain accuracy and productivity under deadlines.

Responsibilities

Review and process online deposit account applications accurately and efficiently.
Review and complete online banking enrollment requests while ensuring a positive customer experience.
Monitor funds transfer registrations and online transactions; troubleshoot and resolve customer issues, suspensions, or potential fraud (includes customer contact as needed).
Update, review, and track online activity reports to identify trends, exceptions, and follow-ups.
Perform testing for system releases and projects (internal and vendor), document results, and help validate fixes for production issues.