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Digital Banking Specialist

Needham Bank

The Role

Overview

Manage digital banking accounts, support, compliance, and system operations.

Key Responsibilities

  • account opening
  • fraud detection
  • remote deposit
  • system upgrades
  • reporting
  • quickbooks

Tasks

-Review Online Account Opening (OAO) applications, ensuring applicant identities have been validated, accounts have been funded, and all ancillary services have been appropriately established. -Provide customer support via phone and email related to digital banking areas. -Review and monitor anomalies in the online banking channel using fraud detection system -Work with vendors and outside service providers to ensure operational performance standards are maintained -Provide prompt, courteous service to internal/external customer promoting professionalism, confidentiality and the desire to assist -Provide assistance with Quicken/QuickBooks inquiries/troubleshooting -Create monthly activity reports; pull daily system reports for review, follow up and communicate outstanding issues on a regular basis -Assist with day 2 balancing and review process of all remote deposit capture services -Review and process business and/or consumer remote deposit capture items for timely delivery to processor -Demonstrate and promote a high ethical standards and behaviors -Assist as back up to all other functions in Digital Banking -Perform daily responsibilities of associated digital banking services, such as Zelle, External Transfers, Loan Payment, Money Management, etc. Provide internal/external system support -Monitor closed online banking agreements and perform necessary maintenance -Maintain a professional manner at all times -Assist in digital banking system projects, system upgrades and system change notification related to digital banking and help facilitate duties including customer correspondences, tracking, updating customer information systems and performing other functions to ensure compliance with state and federal guidelines -Review and process Consumer Online Banking applications. -Provide assistance and backup with all digital delivery channels and processes -Creating and updating digital banking procedures; provide assistance and guidance to branch personnel regarding digital banking policies and procedures -Contact customers and/or branch personnel in response to unusual or suspicious activity. Work with other department team leaders on cases

Requirements

  • digital banking
  • computer skills
  • high school
  • english communication
  • customer service
  • problem solving

What You Bring

-Highly motivated and experienced managing multiple tasks -Fluent in written and verbal English communication skills -Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed -Strong customer service and problem-solving skills -Strong knowledge and understanding of digital banking processes and terminologies -Ability to adhere to Needham Bank's Core Values (Quick-Decision Making, Reliability, Relationship-Based Focus & Quality Service) -Prior digital banking experience a plus -Knowledge of banking preferred -High school diploma or equivalency required -Adapts and helps other manage change -Strong computer and technical skills

Benefits

-Normal business office environment

The Company

About Needham Bank

-A trusted financial partner, offering a wide range of banking solutions including personal banking, business services, and loans. -Focused on building lasting relationships with clients through dedicated customer support and tailored solutions. -Known for its deep commitment to local businesses, supporting growth and financial stability across New England. -Consistently demonstrates resilience, adapting to changing financial landscapes while maintaining strong community roots. -Expanding its services to meet the evolving needs of both individuals and businesses. -Specializes in residential and commercial real estate loans, helping customers navigate home buying and property investments. -Plays a key role in supporting local entrepreneurs, offering business loans and financial services that promote growth and innovation.

Sector Specialisms

Commercial Real Estate

Construction

Industrial Parks

Retail Space

Apartment Properties

Mixed Use Properties