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Digital Banking Specialist

3 months ago


San Francisco, United States Bank of San Francisco Full time

Are you looking for growth opportunity supporting a fast growing, fast paced, client-oriented boutique bank with opportunity to learn and grow? The Bank of San Francisco is looking for a Digital Banking Specialist - Banking to become a critical part of our team. Please contact us today to discuss this opportunity


Digital Banking Specialist


Location: San Francisco, CA


Job Responsibilities

  • Represents the Bank to clients in a courteous and professional manner.
  • Provides prompt, efficient, and accurate service in processing requests and transactions.
  • Determines clients’ digital banking needs, explains various banking services offered, and processes agreements related to digital banking services.
  • Assist clients with navigating digital platforms, including online banking, mobile banking, and digital payment services.
  • Educate clients on the features and functionalities of our digital banking products and services.
  • Troubleshoot and resolve client inquiries, technical issues, and account-related concerns via phone, email, or chat.
  • Proactively identify opportunities to improve clients' digital banking experience, providing management feedback as needed.
  • Collaborate with cross-functional teams to address client feedback and enhance digital banking offerings.
  • Conduct training sessions with clients regarding digital banking tools and processes.
  • Assist the Digital Banking Supervisor with training internal staff regarding digital banking products and processes.
  • Monitors activities in Bank’s general email inbox and digital banking chat platform.
  • Analyzes, prepares, and presents Analyzed account statements, products and services to Relationship Managers and clients.
  • Visits Remote Deposit Capture clients’ offices to perform regulatory-required site visits and equipment installations.
  • Completes various reports related to banking transactions; reviews prepares and processes various daily operational reports, as well as the daily RDC/ACH/PosPay/Bill Pay checklist and Operations certifications.
  • Resolves client concerns and inquiries; maintains contact with clients through telephone, chat, or written communication, as required.


Requirements

  • College degree in business, related field or equivalent working experience:
  • Minimum 5 years’ experience in banking or a financial institution required.
  • Minimum 3 years’ experience in Treasury/Cash Management required.
  • Knowledge of Microsoft Office programs such as Outlook, PowerPoint, Word and Excel; knowledge of the use of various types of office equipment such as multi-line phones, printers and scanners.
  • Proficiency in the use of network and PC-based software applications including menu-driven work processing, spreadsheet, database, and information reporting software.
  • ·Ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information and data to formulate conclusions and recommended actions.
  • Strong written and verbal communication skills.
  • Ability to interact effectively with management and staff at all levels.
  • A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.
  • Ability to multi-task between different stages of a Digital Banking package (approval, set-up, install and training, etc.).
  • Must be a self-starter.
  • Ability to work independently as well as part of a team.
  • A thorough knowledge of all Bank products and services.
  • Attention to detail.
  • Strong organizational skills, including prioritizing, multi-task and maintaining well-organized electronic files.


To apply please send your resume or inquiry to Sue at humanresources@bankbsf.com


The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.


BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.