Internet Retail Operations Specialist

4 days ago


Plano, Texas, United States BEAL NEVADA SERVICE CORPORATION Full time
Job Description

Job Summary:

Beal Bank is seeking a highly skilled and motivated Internet Retail Operations Specialist to join our team. As a key member of our retail banking operations team, you will be responsible for providing exceptional customer service and support to our customers within an online environment.

Key Responsibilities:

  • Answer incoming phone calls and address customer inquiries and concerns in a timely and professional manner.
  • Process customer transactions accurately and efficiently, including opening, servicing, and closing of various account products.
  • Enhance customer satisfaction and reputation by warmly greeting and engaging with customers.
  • Conduct select teller transactions, such as processing deposits and withdrawals, issuing monetary instruments, and placing stop payments.
  • Monitor and process daily exception files for ACH and inclearing files.
  • Perform decisioning for rejected items and account research as needed.
  • Image customer documents and perform quality control checks.
  • Practice security protocols and procedures to protect customer confidentiality and privacy.
  • Participate in community engagement activities to meet monthly goals.

Requirements:

  • 2-4 years of relevant bank experience or customer service experience.
  • Good working knowledge of retail banking operations and regulatory compliance.
  • Ability to maintain confidentiality, follow directions, and apply proper policies and procedures.
  • Strong listening, verbal, and written communication skills.
  • Ability to work well under pressure and prioritize multiple responsibilities.

Benefits:

  • Medical, dental, and vision coverage.
  • 401K with company match.
  • 10 paid holidays.
  • Accrue up to 17 vacation/sick days per year.
  • Annual discretionary bonus.

Equal Opportunity Employer:

Beal Bank is an equal opportunity employer and welcomes applications from diverse candidates.



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