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Digital Banking Specialist
4 months ago
Summary/objective
Provide members with assistance with digital banking platforms, request for services and/or information. Assist and offer support to branches regarding digital banking needs or inquiries.
Essential functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
• Answer all incoming calls
• Assist all members and employees with various requests
• Add, delete and verify accounts for online services and digital applications
• Talk to members via phone or Chat to verify pending transactions
• Reviewing accounts with suspicious online activity
• Navigate Q2 Central, Co-Pilot, Sentinel and other related websites efficiently
Competencies
• Strong detail orientation for accuracy in processing
• Strong computer skills
• Excellent oral and written communication skills, including telephone communication skills
• Proactive communicator and problem solver
• Strong customer service skills
• Strong digital banking working knowledge of the IMCU app and online banking services including bill payment, mobile deposit, Member2Member, Send Money and all other features available to our members
• Working knowledge of Episys
• Working knowledge of Synapsys
Supervisory responsibilities
• None
Work environment
• Office environment
• May be asked to work remotely temporarily
• Flexible work schedule including working some Saturdays
Physical demands
• Sitting for extended period of time
• Handling – ability to touch, feel, lift, operate and control equipment, materials and objects with hands
• Reaching – ability to thrust out the hands to retrieve an object
• Seeing – ability to have power of sight
• Hearing – ability to be aware of sounds by the ear; consistent ability to communicate with other via phone
Travel required
• Minimal
Required education and experience
• High School diploma or equivalent
• 12-months credit union experience
• Knowledge of credit union policy and procedures
• Good math aptitude and data entry experience
• Well versed in IMCU’s digital delivery and platforms
Preferred education and experience
[Indicate requirements that are job-related and consistent with business necessity]
• 24-months credit union experience
• Experience with looking at fraudulent/suspicious accounts or transactions