First Bank & Trust · 4 days ago
Digital Banking Specialist
First Bank & Trust is seeking a Digital Banking Specialist who engages with customers through digital channels, supporting retail banking products and services. This role involves addressing customer needs efficiently and ensuring a customer-focused approach.
BankingFinancial Services
Responsibilities
Continually monitor and respond to all incoming customer conversations that route through digital banking and CRM as well as potentially completing outbound conversations/phone calls per internal requests
Accept and verify information relating to the opening of new accounts for existing/new customers, including recommending and cross-selling bank products and services which meet customer needs. Prepare all new account documents according to bank policy and procedures
Work daily reports and reach out to customers through digital conversations and potentially by phone when needed to complete the reports
Identify and report fraud or suspected fraud occurrences and know what steps are needed to protect the customer and the bank
Troubleshoot digital banking through the mobile and online experiences including, but not limited to, multifactor authentication, bill pay, mobile deposits, and external transfers
Adhere to established policies and procedures regarding appropriate resolution of customer complaints
Keep up to date on current department and Personal Bankers procedures and policies
Assist with training new employees, projects, testing, etc. as requested
Promote the bank’s philosophy of excellent customer service
Attend all meetings and any other developmental training deemed necessary by the Digital Banking Supervisor
Act in accordance with FBT policies and procedures as set forth in the employee handbook
Adhere to compliance procedures and participate in required compliance trainings
Qualification
Required
Associate's degree plus two years of bank experience, or the equivalent
Ability to work both independently and collaboratively in a high-volume, fast-paced environment
Demonstrating problem-solving skills to identify effective solutions
Proficiency with mobile technology, devices, apps, and messaging platforms
Personable, empathetic, and knowledgeable approach to banking
Preferred
Basic understanding of banking
Company
First Bank & Trust
First Bank & Trust is a banking firm that offers banking, wealth management, and financial services in Massachusetts.