Digital Banking Specialist at Needham Bank in Needham, MA | USD20-26 | Kablio

Role

Description

activity reporting

fraud detection

vendor management

application processing

digital procedures

system support

Create monthly activity reports; pull daily system reports for review, follow up and communicate outstanding issues on a regular basis
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
Demonstrate and promote a high ethical standards and behaviors
Review and process Consumer Online Banking applications.
Review Online Account Opening (OAO) applications, ensuring applicant identities have been validated, accounts have been funded, and all ancillary services have been appropriately established.
Creating and updating digital banking procedures; provide assistance and guidance to branch personnel regarding digital banking policies and procedures
Monitor closed online banking agreements and perform necessary maintenance
Provide assistance with Quicken/QuickBooks inquiries/troubleshooting
Assist as back up to all other functions in Digital Banking
Provide customer support via phone and email related to digital banking areas.
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
Provide prompt, courteous service to internal/external customer promoting professionalism, confidentiality and the desire to assist
Perform daily responsibilities of associated digital banking services, such as Zelle, External Transfers, Loan Payment, Money Management, etc. Provide internal/external system support
Maintain a professional manner at all times
Contact customers and/or branch personnel in response to unusual or suspicious activity. Work with other department team leaders on cases
Provide assistance and backup with all digital delivery channels and processes
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

Requirements

digital banking

high school

computer skills

customer service

problem solving

adaptability

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

Benefits

Normal business office environment

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Since 1834

Year of founding

Established as one of the oldest financial institutions in New England.

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.

Culture + Values

We are committed to providing exceptional service to our customers.
We build long-term relationships based on trust, respect, and loyalty.
We are a team-driven organization that values collaboration and communication.
We embrace innovation and continuous improvement to better serve our customers.
We support the communities in which we operate by engaging in local partnerships and activities.
We foster a work environment that encourages professional growth, diversity of thought, and inclusivity.

Environment + Sustainability

2030 Target

Net Zero Emissions Goal

Aims to achieve net zero emissions by 2030.

Committed to reducing environmental impact and promoting sustainability.
Uses energy-efficient technologies in office spaces to minimize energy consumption.
Promotes green initiatives by supporting environmentally responsible projects and partnerships.
Focuses on sustainability through reducing paper usage, increasing recycling efforts, and energy conservation.

Inclusion & Diversity

Promotes a culture of inclusion and diversity throughout the organization.
Has a gender-diverse workforce, with a commitment to ensuring equal opportunities for all employees.
Focuses on increasing female representation in senior leadership roles.
Aims to increase diversity in its workforce while ensuring fairness and equal opportunity.

Articles

Media Inquiries – Contact Us

Needham Bank Opens New Branch in Medford

Corporate Overview – NB Bancorp, Inc.

Role

Description

activity reporting

fraud detection

vendor management

application processing

digital procedures

system support

Create monthly activity reports; pull daily system reports for review, follow up and communicate outstanding issues on a regular basis
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
Demonstrate and promote a high ethical standards and behaviors
Review and process Consumer Online Banking applications.
Review Online Account Opening (OAO) applications, ensuring applicant identities have been validated, accounts have been funded, and all ancillary services have been appropriately established.
Creating and updating digital banking procedures; provide assistance and guidance to branch personnel regarding digital banking policies and procedures
Monitor closed online banking agreements and perform necessary maintenance
Provide assistance with Quicken/QuickBooks inquiries/troubleshooting
Assist as back up to all other functions in Digital Banking
Provide customer support via phone and email related to digital banking areas.
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
Provide prompt, courteous service to internal/external customer promoting professionalism, confidentiality and the desire to assist
Perform daily responsibilities of associated digital banking services, such as Zelle, External Transfers, Loan Payment, Money Management, etc. Provide internal/external system support
Maintain a professional manner at all times
Contact customers and/or branch personnel in response to unusual or suspicious activity. Work with other department team leaders on cases
Provide assistance and backup with all digital delivery channels and processes
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

Requirements

digital banking

high school

computer skills

customer service

problem solving

adaptability

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

Benefits

Normal business office environment

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Since 1834

Year of founding

Established as one of the oldest financial institutions in New England.

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.

Culture + Values

We are committed to providing exceptional service to our customers.
We build long-term relationships based on trust, respect, and loyalty.
We are a team-driven organization that values collaboration and communication.
We embrace innovation and continuous improvement to better serve our customers.
We support the communities in which we operate by engaging in local partnerships and activities.
We foster a work environment that encourages professional growth, diversity of thought, and inclusivity.

Environment + Sustainability

2030 Target

Net Zero Emissions Goal

Aims to achieve net zero emissions by 2030.

Committed to reducing environmental impact and promoting sustainability.
Uses energy-efficient technologies in office spaces to minimize energy consumption.
Promotes green initiatives by supporting environmentally responsible projects and partnerships.
Focuses on sustainability through reducing paper usage, increasing recycling efforts, and energy conservation.

Inclusion & Diversity

Promotes a culture of inclusion and diversity throughout the organization.
Has a gender-diverse workforce, with a commitment to ensuring equal opportunities for all employees.
Focuses on increasing female representation in senior leadership roles.
Aims to increase diversity in its workforce while ensuring fairness and equal opportunity.

Articles

Media Inquiries – Contact Us

Needham Bank Opens New Branch in Medford

Corporate Overview – NB Bancorp, Inc.