Digital Banking Support Specialist

Endeavor Bank

Digital Banking Support Specialist

San Diego, CA
Full Time
Paid
  • Responsibilities

    JOB TITLE: DIGITAL BANKING SUPPORT SPECIALIST

    FLSA CLASSIFICATION: NON-EXEMPT POSITION

    DEPARTMENT: DIGITAL BANKING

    REPORTS TO: DIGITAL BANKING MANAGER

    POSITION OVERVIEW:

    We are seeking a detail-oriented and customer-focused Digital Banking Support Specialist specializing in both consumer and commercial (Treasury Management) products and services. The ideal candidate will play a crucial role in ensuring our business clients receive exceptional support and guidance in utilizing our digital banking platforms for managing their treasury needs effectively.

    DUTIES AND RESPONSIBILITIES:

    1. Client Support :
    • Provide comprehensive support to consumer and business clients using digital banking platforms and Treasury Management products and services.
    • Assist clients with troubleshooting technical issues, navigating digital platforms, and optimizing their utilization of treasury management tools.
    • Address client inquiries promptly and professionally via phone, email, or chat, ensuring a high level of customer satisfaction.

    2. Technical Expertise :

    • Develop a deep understanding of our digital banking systems, including treasury management modules, to provide accurate guidance and support to clients.
    • Collaborate with internal teams to stay updated on new features, enhancements, and technical updates to digital banking platforms.
    • Conduct training sessions for clients to educate them on using digital tools effectively for both consumer and commercial treasury management purposes.

    3. Issue Resolution :

    • Investigate and resolve client-reported issues related to digital banking platforms promptly and efficiently.
    • Escalate complex technical issues to appropriate internal teams and follow up until resolution is achieved.
    • Document client interactions, issues, and resolutions accurately in the customer support database.

    4. Product Enhancement:

    • Gather feedback from clients regarding digital banking platforms' usability, functionality, and performance.
    • Collaborate with product development teams to communicate client needs and contribute to the enhancement of digital banking platforms.
    • Participate in user acceptance testing (UAT) for new features and enhancements related to digital banking products.

    5. Compliance and Security:

    • Ensure compliance with regulatory requirements and internal policies related to digital banking and treasury management.
    • Educate clients on security best practices and assist them in implementing necessary security measures to safeguard their financial information.
    • Monitor for suspicious activities and escalate security incidents as per established protocols.

    QUALIFICATIONS:

    • Proven experience in a customer support role within the banking or financial services industry, preferably with a focus on Treasury Management products.
    • Strong understanding of digital banking platforms and treasury management systems.
    • Excellent communication skills with the ability to convey technical information clearly and concisely to non-technical clients.
    • Analytical mindset with the ability to troubleshoot and resolve technical issues efficiently.
    • Detail-oriented with a focus on delivering exceptional customer service.
    • Familiarity with regulatory requirements and security protocols related to digital banking and financial services.

    Join our team and become a pivotal part of delivering innovative digital banking solutions to businesses, empowering them to thrive in today's competitive landscape. Apply now to embark on a rewarding career journey with Endeavor Bank.

    TRAVEL REQUIRED

    • No travel required.