United Fidelity Bank · 2 months ago
Digital Banking Center Representative
Ft. Walton Beach, FL
Full-time
Onsite
Entry Level
2+ years expUnited Fidelity Bank is committed to bringing passion and customer focus to their business. The Digital Banking Center Representative is responsible for managing customer relationships through online account opening and providing efficient services to Digital Banking customers, including troubleshooting inquiries and supporting operational departments.
BankingCreditFinancial Services
Responsibilities
Monitor, review and process online account opening applications for consumer and business deposit accounts
Provide exceptional phone service, email, chat and web correspondence to internet customers by responding efficiently and accurately, explaining possible solutions, and ensuring that customers feel supported and valued
Follow up with customers/applicants when necessary
Provide customer assistance/troubleshoot for Retail Online Banking, Mobile Banking, Debit Cards, and other electronic banking areas for Digital Banking Customers
Seize opportunities to forward customers to branch staff when the opportunities to upsell products arise
Monitor transaction exceptions (i.e. NSF), evaluate account activities, and consider risks associated with Internet-established customer relationships
Follow standard operating procedures
Perform duties related to the Bank Secrecy Act under the guidance of the BSA Officer
Qualification
Required
High School Graduate or General Education Degree (GED) required
2-3 years of customer service or bank operations experience required
Excellent interpersonal skills – always interacting professionally with callers, associates, executives & senior leaders
Outstanding written and verbal communication abilities
Must demonstrate strong analytical and problem-solving attributes
Advanced organization and time management skills
Proficiency in Microsoft Office Suite of products
Ability to work under high pressure, within short deadlines, while making sound judgement decisions
Possess a high degree of integrity when dealing with sensitive information
Energetic team player
Preferred
Banking experience preferred
2-3 years of call center experience is a plus
Company
United Fidelity Bank
United Fidelity Bank is a financial services provider that builds long-term relationships with its customers.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$50.75M2023-01-11Debt Financing· $25.25M
2019-11-12Debt Financing· $23.5M
2018-02-09Undisclosed· $2M
Leadership Team
Steven Rekers
Chief Financial Officer
Patrick Whitmer
Chief Risk Officer
Recent News
2023-12-23
Lehigh Acres Citizen
2023-12-23
2023-12-23
Company data provided by crunchbase