Needham Bank · 1 month ago
Digital Banking Specialist
Needham Bank is a financial institution seeking a Digital Banking Specialist to manage and service their digital banking portfolio. The role involves account origination, maintenance, customer support, and ensuring compliance with regulatory guidelines.
BankingCommunitiesFinancial Services
Responsibilities
Review Online Account Opening (OAO) applications, ensuring applicant identities have been validated, accounts have been funded, and all ancillary services have been appropriately established
Provide customer support via phone and email related to digital banking areas
Review and process Consumer Online Banking applications
Monitor closed online banking agreements and perform necessary maintenance
Create monthly activity reports; pull daily system reports for review, follow up and communicate outstanding issues on a regular basis
Perform daily responsibilities of associated digital banking services, such as Zelle, External Transfers, Loan Payment, Money Management, etc. Provide internal/external system support
Review and process business and/or consumer remote deposit capture items for timely delivery to processor
Assist with day 2 balancing and review process of all remote deposit capture services
Review and monitor anomalies in the online banking channel using fraud detection system
Contact customers and/or branch personnel in response to unusual or suspicious activity. Work with other department team leaders on cases
Creating and updating digital banking procedures; provide assistance and guidance to branch personnel regarding digital banking policies and procedures
Provide assistance with Quicken/QuickBooks inquiries/troubleshooting
Work with vendors and outside service providers to ensure operational performance standards are maintained
Assist in digital banking system projects, system upgrades and system change notification related to digital banking and help facilitate duties including customer correspondences, tracking, updating customer information systems and performing other functions to ensure compliance with state and federal guidelines
Provide assistance and backup with all digital delivery channels and processes
Provide prompt, courteous service to internal/external customer promoting professionalism, confidentiality and the desire to assist
Assist as back up to all other functions in Digital Banking
Perform additional duties as requested, needed or assigned
Qualification
Required
Highly motivated and experienced managing multiple tasks
Demonstrate and promote a high ethical standards and behaviors
Strong customer service and problem-solving skills
Strong knowledge and understanding of digital banking processes and terminologies
Maintain a professional manner at all times
Be an active TEAM player
Adapts and helps other manage change
Perform additional duties as requested or assigned
Strong computer and technical skills
Fluent in written and verbal English communication skills
Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed
Ability to adhere to Needham Bank's Core Values (Quick-Decision Making, Reliability, Relationship-Based Focus & Quality Service)
High school diploma or equivalency required
Preferred
Knowledge of banking preferred
Prior digital banking experience a plus
Benefits
Fully paid medical and dental insurance
HRA
401(k) plan with an 8% bank match
Paid time off (PTO)
Paid holidays
A bonus program
Flexible spending accounts
Vision service plan
Group term life insurance
Short and long term disability insurance
Tuition reimbursement
Employee Assistance Program
Company
Needham Bank
Needham Bank is a community bank based in the greater Boston area.
Funding
Current Stage
Growth StageRecent News
2025-12-19
NH Business Review
2025-12-06
NH Business Review
2025-12-06
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