FIRST WESTERN BANK & TRUST HAS A FULL TIME OPENING FOR AN ON-SITE, ONLINE SERVICES SPECIALIST - CUSTOMER SERVICE AT OUT WEST FARGO BANK. Online Services Specialist - Customer Service Benefits Include:
- Paid Vacation, Sick Leave and Holidays
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401k with matching contributions
- Volunteer Paid Time Off
- Banking Benefits
- And more!
Online Services Specialist - Customer Service Position Overview: Direct and assist customers with online banking/deposit products and services in support of First Western Bank & Trust's sales and service objectives while adhering to the bank's culture of excellence in customer service to its patrons. Essential Job Functions, Duties & Responsibilities:
- Establish solid customer relationships through identifying needs, providing creative and best solutions for customers, and using cross-sell and referral opportunities
- Provide support to customers and bank staff regarding electronic products and services
- Establish online customer accounts including entering data, assigning access permissions and performing account verification
- Meet with business customers to provide information on Cash Management services
- Add, monitor and support Cash Management and Remote Deposit Capture customers
- Ensure timely response and resolution of customer questions and issues in a timely, professional manner via telephone, email or in-person
- Assist customers with debit card maintenance and account maintenance; includes name changes, address changes, deposit product changes, and CD renewals, and signer changes for business accounts
- Perform maintenance to existing online accounts, re-setting passwords and making account changes as requested
- Determine exposure limits and assign risk ratings for Cash Management ACH customers
- Assist with RSA token activation, lost tokens and customer contact regarding tokens
- Ensure customer compliance with online policies and procedures
- Perform daily reviews and monitoring of selected reports, logs and transaction data to verify transactions, track trends and detect/report unusual or suspicious activity
- Open and manage consumer accounts including Individual Retirement Accounts; Health Savings Accounts; checking, savings, money market, certificates of deposit, and safe deposit accounts
- Open and manage business accounts including checking, savings, money market, certificates of deposit, and safe deposit accounts.
- Ensure compliance with banking laws, regulations and the Bank's policies and procedures, including Bank Secrecy Act
- Maintain continuing education related to regulatory standards
Online Services Specialist - Customer Service Education and/or Experience:
- Bachelor's degree in accounting or business-related field; or equivalent work experience
- Minimum two years banking experience
- Experience with online computer applications
First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.