Digital Banking Support Specialist

at  Progressive Bank

SUMMARY: The Digital Banking Support Specialist role is to manage customer digital banking activities and to assist with Treasury Management operations. Responsible for assisting customers with online enrollment, Zelle transactions, Treasury Management services, and account maintenance functions. Relies on experience and judgment to plan and accomplish day to day goals.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

• Associate or Bachelor’s degree in business or related field
• Minimum of 2 years retail banking experience.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to deal with employees and public in a courteous, tactful and patient manner.
• Must exercise accuracy, alertness, good judgment, courtesy, tact, and patience
• Ability to communicate effectively verbally and in writing.
• Skill in operation of listed tools and equipment.
• Must maintain a professional appearance

SPECIAL REQUIREMENTS:

• Ability to travel to various bank locations as needed.

SELECTION GUIDELINES:

Formal application, rating of education and experience; oral interview and reference check; job related tests may be required.
The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Basic Qualifications:

• Associate or Bachelor’s degree in business or related field
• Minimum of 2 years retail banking experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Enroll customers in online banking, external transfers, and MRDC.
• Answer secure messaging from customers.
• Monitor and review external transfers through RFA fraud detection, contact customers, record and make decisions accordingly.
• Assist with Treasury Management support and operations, providing services to business clients and ensuring efficient cash management solutions.
• Online inactivity maintenance and communication.
• Proficient working knowledge of all consumer and commercial digital banking products.
• Meets daily/weekly deadlines as required by digital banking products.
• Answers customer questions when necessary, recognizing any opportunity to refer other bank services.
• Keeps accurate records in accordance with PB established standards.
• Always keeps bank and customer records confidential.

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit; use hands to handle, or feel objects, tools, or controls; and talk and hear. The employee is occasionally required to stand, walk, and reach with hands and arms.
• The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
• The noise level in the work environment is usually moderate