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Heritage Bank · 4 months ago

Digital Banking Specialist - Onsite (Tacoma, WA)

Tacoma, WA

Full-time

Onsite

Entry Level

$20.50/hr - $30.75/hr

1+ years exp

Heritage Bank is committed to delivering exceptional financial services to customers, and they are seeking a Digital Banking Specialist to support operational, customer, and technical activities related to digital banking products. This role involves troubleshooting, research, and providing support to both internal and external customers while ensuring compliance with policies and procedures.

BankingFinancial Services

Responsibilities

Researches and responds to internal and external customer inquiries via Jira, email, phone or in person

Protects and maintains confidentiality with all customer financial data when handling customer requests and transactions

Acquires knowledge to set-up, implement and maintain business online banking, and Business RDC customers

Assists in providing troubleshooting and support to business and consumer online banking customers, remotely using Computer Sharing Software and over the phone

Reconciles assigned general ledger and bank control accounts in a timely and accurate manner

Contributes to the success of the department with willingness to share and cross train in all department responsibilities, as required or assigned

Qualification

Electronic BankingRegulatory ComplianceCustomer ServiceData EntryOffice AdministrationMS OfficeResearch SkillsInterpersonal SkillsTime ManagementAttention to DetailCommunication SkillsIntegrity

Required

High School Diploma or equivalent required

Level I - 1+ year recent customer service, data entry, clerical and/or office support experience, demonstrating working knowledge of general office administration practices and procedures required

Level II - 2+ years recent experience in bank operations, electronic / digital banking and/or branch banking, which includes working knowledge and proficiency in online / mobile banking, RDC, EFT processing and regulatory compliance in a financial services industry required

Equivalent combination of education and experience may be considered

Provides high level of quality service for internal/external customers; responds to customers' needs, questions and concerns in an accurate, effective, and timely manner

Ability to provide clients with information and data, as well as gain their trust and respect while maintaining personal composure when confronted with a difficult situation and/or customer

Ability to escalate to next level management

Effective interpersonal and written/verbal communication skills with the ability to communicate technical issues over the phone, in person and via email; and ability to read, write, speak, and understand English well

Effective research, attention to detail, time management, and organizational skills to manage multiple assignments and reporting requests to meet concurrent deadlines, with moderate supervision and oversight

Basic understanding of debit/credit relationships and negotiable instruments; general math skills to balance accounts and locate routine and non-routine mathematical errors, to process debits and credits accurately, and adhere to customer instructions

Ability to learn and gain an understanding and apply principles, procedures, requirements, regulations, and policies related to assigned area, as well as gain working knowledge of the Bank's policies, procedures, products, and services

Unquestionable integrity in handling sensitive and confidential information required

Working knowledge of office administration practices and procedures

Basic knowledge of MS Office products (Word, Excel, Outlook), with the ability to learn and adapt to new technologies quickly

Preferred

Coursework and/or certification in business or accounting, and/or relevant education

Recent experience in Electronic / Digital Banking with working knowledge and understanding of Online Banking, Mobile Banking, RDC, EFT processing and regulatory compliance preferred

PC Experience using ticketing systems (Jira, etc.) - preferred