Nature & Scope:
Positional Overview
Are you a dynamic professional with a passion for digital innovation and customer service? Join our team as a Banking Operations Specialist (Digital Services) where you will play a crucial role in driving the success of our digital products and services. In this position, you'll collaborate with diverse business lines to establish and manage customer accounts, ensuring seamless operations for both individual and third-party partners. You'll be the key point of contact for our valued business and municipal clients, delivering top-tier support for treasury management and beyond. If you're ready to make an impact in the digital space, we want to hear from you!
Role & Responsibility:
Tasks That Will Lead To Your Success
- Onboards and maintains customer accounts related to treasury management products and services and reviews documentation related to products/services to ensure accuracy and completeness.
- Provides second level support to the Customer Contact Center as it relates to treasury management, commercial, and municipal digital operations products and services.
- Coordinates and assists with Remote Deposit products hardware installations, set-up of sweep and ACH limits, and services customers throughout the set-up and beyond.
- Promotes bank products and services by identifying opportunities and evaluating the needs of existing and prospective customers to make appropriate recommendations and or referrals to other lines of business.
- Onboards all new customers and accounts opened through the digital banking channel, ensuring all BSA, KYC, and CDD regulations are met prior to opening the account.
- Operationally supports and services initiatives new to the digital bank, such as FX currency, crypto currency, BaaS.
- Works directly with the team in identifying cases regarding digital operations inquiries/issues and relays resolutions to appropriate internal departments and customers.
- Completes requests under the direction of the Digital Operations Specialist II and Digital Operations Manager, as appropriate, and ensures the daily work in the department is completed timely and accurately.
- Demonstrate the standards and principles of the company's experience in every interaction with internal and external customers, associates, and stakeholders.
- Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
Skills & Experience:
Qualifications That Will Help You Thrive
- Education: High School Diploma or Equivalent. Preferably a higher education degree in a business-related area of study.
- Required Experience: 2+ years working in a banking environment, with exposure to and experience with business accounts and services.
- Preferred Experience: 1+ years working in a banking environment working with Treasury Management or Cash Management products or services.
- Attention to detail to ensure accuracy.
- Excellent organizational skills with the ability to manage multiple priorities and meet established deadlines.
- Responds to requests for information in a timely and professional manner.
- Working knowledge of Microsoft applications with the ability to learn new and existing banking software.
- Strong interpersonal and communication skills (both written and verbal).
- Strong sales orientation and customer focus.