Job Description
Internet Banking Specialist Location Bethesda, MD (Bethesda Center area) : The Internet Banking/ Customer Service Center (CSC) Specialist position is primarily responsible for providing assistance to customers on all retail banking products and e-services. Perform duties in the customer service, telephone operations, and application processing areas as required.
Major Duties and Responsibilities: Administrative: - Provides general support to customers; performs customer setups; prepares contracts and maintains customer files; responds to telephone, e-mail, and mail inquiries.
- Provides clerical assistance in training customers on the features and benefits of Internet banking and bill payment products and services.
- Performs a variety of routine daily tasks; reviews reports, prepares correspondence; and participates in special department projects.
- Cross-sell additional products and services for relationship building.
Functional: - Responsible for answering questions, opening and processing new accounts via the internet/mail.
- Handle requests in a professional, prompt and efficient manner.
- Effectively explain the products and services to customers via the internet or by telephone.
- Cross-sell additional products and services for relationship building.
- Responsible for opening and processing new accounts, including savings accounts, certificates, IRAs, checking accounts, and related services. Refer customers to the proper staff member as needed when unable to process requests.
- Process account inquiries, address changes, email changes, account closings and account maintenance requests as directed by customers within the policies and procedures guidelines of the bank.
- Refer customers to the appropriate Department Manager or Supervisor if unable to assist.
- Remain current on changes within the legal, regulatory, economic, competitive, and technology environments which may affect the internet bank operation.
- Conduct interview to obtain information concerning the customer's financial needs.
- Process deceased customers claims, gather needed information to process the claim.
- Responsible for properly maintaining the customer information on the computer and all the follow-up paperwork.
- Perform other duties as needed by management.
- Have a comprehensive understanding of Compliance areas such as: OFAC, SAR, REGD, REGE, REGCC, and BSA/AML.
- Other projects or duties as assigned.
Position Requirements: - Proficient PC and office software experience.
- Ability to analyze situations and apply basic reasoning to situations as they arise.
- Strong customer service skills.
This position usually requires a high school or equivalency diploma with adequate proficiency in language, math and reasoning skills. At least 1 year of experience in a retail banking, call center or electronic services (ACH) field with equal responsibilities is required. Presidential Bank, FSB is an equal opportunity/affirmative action employer. We consider applicants without regard to race, color, religion, creed, gender, national origin, age, disability, genetic information, marital or veteran status, or any other category protected by federal, state, or local law. XJ6
Job Tags
Full time, Work at office, Local area,