Heritage Bank NW · 9 hours ago
Digital Banking Specialist - Onsite (Tacoma, WA)
Tacoma, WA, US
Full-time
Onsite
Entry, Mid Level
$20.50/hr - $30.75/hr
1+ years expHeritage Bank is committed to delivering exceptional financial services to its customers. The Digital Banking Specialist position is responsible for operational, customer support, and technical support activities related to digital banking products, ensuring compliance with operational and regulatory policies.
Banking
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
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 – preferred
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
Benefits
Medical
Dental
Vision
Life insurance
401(k)
Community volunteer time
Paid vacation days
Paid sick leave
Paid holidays
Annual float day
Company
Heritage Bank NW
Heritage Bank was founded in 1927 with the belief that when banks and neighbors work together, great communities grow stronger.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeffrey J. Deuel
Chief Executive Officer
Don Hinson
Chief Financial Officer
Recent News
2025-09-26
Morningstar, Inc.
2025-01-23
Company data provided by crunchbase