Customer Service Specialist - Online Branch jobs in United States
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First National Bank of America · 3 days ago

Customer Service Specialist - Online Branch

First National Bank of America is seeking a Customer Service Specialist for their Online Branch team. The role involves handling customer inquiries, assisting with account openings, and ensuring compliance with banking regulations in a fast-paced environment.

BankingFinancial ServicesFinTechPayments
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Growth Opportunities

Responsibilities

Handle customer inquiries via email, messages, and phone calls
Assist customers with opening accounts and Certificate of Deposits using our online platform
Obtain customer signatures on necessary documents and forms
Ensure strict compliance with banking regulations and procedures
Maintain accurate customer accounts and profiles
Perform other assigned tasks as needed

Qualification

Customer service aptitudeEffective communicationMicrosoft Office proficiencyJack Henry 20/20 experienceBanking regulationsRecord-keepingMultitaskingBilingual (Spanish/English)Interpersonal skills

Required

Effective verbal and written communication skills
Proficiency in Microsoft Office, particularly Excel and Word
Exceptional interpersonal skills, courtesy, and customer service aptitude

Preferred

Jack Henry 20/20 core experience is a bonus
Knowledge of deposit account opening regulations is a bonus
Bilingual (Spanish/English) is a bonus

Benefits

Medical – Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
Dental – Premiums as low as $0.00
Vision – Low premium Plan
Discounted childcare
Pet Insurance
Paid Time Off (PTO)
401k with employer match
Adjustable desks that can be raised or lowered to sit or stand

Company

First National Bank of America

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First National Bank of America is a bank providing checking accounts, residential, and commercial loan services.

Funding

Current Stage
Growth Stage

Leadership Team

B
Bruce Maguire
Vice President
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Company data provided by crunchbase