Digital Banking Specialist
Position: Digital Banking Specialist
Specific duties and responsibilities for Digital Banking Specialist include, but are not limited to:
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Provide Digital Banking expertise for Beacon employees as they serve customers with Digital Banking needs, including hardware and software troubleshooting and diagnosis.
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Pull Digital Banking reports and perform manual clean-up of data (inactive, eStatement changes, removing closed accounts from Bill Pay, etc.)
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Be one of the go-to people for Digital Banking knowledge in the bank, including knowledge of processes, systems, policy, and procedures.
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Process Digital Banking operational functions; complete and maintain Digital Banking product and service documentation, procedures, and forms.
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Assist in developing and maintaining training on online banking products and act as a resource for Beacon employees.
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Proactively look for ways to solve Digital Banking problems and to improve Digital Banking processes, reporting, etc.
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Ensure remarkable customer experiences in our digital and remote service channels. Resolve customer complaints and issues promptly and communicate all customer service-related issues/problems to management.
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Perform market research to stay abreast of the rapidly evolving digital channel space. Conduct competitive product and pricing analyses for profitability review.
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Assist in periodic reviews of product offerings or bundling, customer surveys, and recommend product and service upgrades and enhancements to meet competitive products.
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Participate in implementing new Digital Banking products, testing, and post-implementation support of online banking service products, including product marketing, to increase awareness and adoption rates both internally and externally.
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Keep informed of current activities in the Digital Banking field, including new products and other general information about customers.
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Work closely with branches and Relationship Managers for Digital Banking products and services.
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Upsell or cross-sell Digital Banking products to prospects or existing customers, explaining the benefits of the products/services.
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Perform and support Central Operations functions but not limited to tellers, opening new accounts, and all areas of Operations.
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Maintain knowledge and ensure compliance with all applicable State and Federal banking regulations, bank policies, and procedures, including but not limited to the Bank Secrecy Act/Anti-Money Laundering Program and Information Systems Security Policies. Timely completion of Compliance training.
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Perform other duties as assigned.
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Bachelor’s degree in business administration or related field or equivalent work experience.
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Minimum of two years of banking experience and technical support, preferably.
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Ability to travel to other branches as needed.
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Strong written and verbal communication skills.
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Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) products is required.
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Ability to effectively troubleshoot computer-related issues.
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Ability to interact positively with customers, strong team player.
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Maintain a respectful, courteous work environment free of unlawful discrimination and
harassment of any kind.
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Have a passion for technology.
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Must be a self-starter, dependable, and accurate in completing responsibilities with strong attention to detail and accuracy.
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Strong problem-solving, analytical, research and decision-making abilities are required.
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Take ownership of errors and finds ways to correct them appropriately.
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Must be able to multitask and the ability to be flexible in adapting to change.
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Ability to organize and prioritize work and manage projects.
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Cross-selling products experience.
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Experience in Fiserv systems/applications is desirable.
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Physical Requirements:
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Ability to work in a standard banking environment.
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Occasionally required to lift and/or move up to 10-25 lbs. of force.
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Ability to sit for up to 8 hours per day with time on the telephone and/or at the computer.
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Ability to type at a computer keyboard and view a computer monitor for up to 8 hours daily.
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Ability to use and facsimile, photocopier, and other general office equipment frequently.
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Ability to apply logic and reasoning to carry out detailed, varied, and multi-step instructions and solve complex problems involving multiple concurrent tasks.
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Uses fingers and hands to make small movements, e.g., typing and operating office equipment.
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