Digital Customer Success Specialist II
Indexed description
We're committed to bringing passion and customer focus to the business.
The Bank Operations Specialist II, as a member of the Operation’s Team that supports the processing for all bank’s transaction channels, is responsible for performing a wide variety of bank operational duties in a high volume deadline driven environment. The Bank Operations Specialist II interacts with various bank personnel while serving as a resource agent for all deposit operational areas, and assisting in the verification of processes and applications. The Bank Operations Specialist II also handles inquiries from employees and customers; performs special projects, and provides back up to other Bank Operations Specialists.
Essential Duties And Responsibilities
- Acts as a first-line resource for problem solving regarding all deposit operational issues.
- Receives and handles inquiries from both employees from throughout the enterprise and customers.
- Performs assigned special projects.
- Responsible for providing back up to other Bank Operations Specialists as requested by the supervisor.
- Verifies and removes deposit exceptions.
- Performs new account and file maintenance verification.
- Maintains detailed records on all work responsibilities as required.
- Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
- Performs other duties and responsibilities as assigned.
Skills
- Ability to perform tasks quickly and accurately.
- Ability to operate in a team environment to accomplish shared goals.
- Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form.
- Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations.
- Ability to write simple correspondence.
- Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization.
- Ability to maintain effective interpersonal relationships with management and team members.
- Ability to prioritize multiple demands in a high pressure environment while maintaining professional demeanor.
- High school diploma or its equivalent is required, and
- Three plus years of related experience required; banking operations and/or customer service experience preferred.
- MS Office programs
- Proficiency of the Navigator system and electronic communications.
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search