Digital Banking CRM Incident Support Specialist

About the Role

The Digital Banking CRM-Incident Support Specialist responds to and completes compiled information gathered on bank customers across various bank channels, including telephone and email. This role requires attention to detail, strong organizational skills, the ability to multi-task, and proficiency in reconciling internal general ledger and demand accounts. Excellent computer skills, interpersonal abilities, professional phone presence, and strong documentation skills are essential.

This job description outlines the primary responsibilities; other related duties in Digital Services may be assigned as needed.

Responsibilities

• Respond to and process compiled customer information from multiple bank channels, including telephone and email.
• Reconcile internal general ledger and demand accounts.
• Document interactions and incidents accurately and thoroughly.
• Multi-task and balance priorities while navigating between different applications.
• Collaborate with coworkers and maintain effective communication.

Requirements

• High school diploma or equivalent.
• Minimum of 3 years of relevant work experience in a financial institution.
• Working knowledge of Microsoft Office.

Qualifications

• Preferred: 2+ years of banking experience with Digital Banking exposure.
• Basic knowledge of bank operations and reconcilement processes.
• Familiarity with banking products and services.
• Strong communication skills for effective collaboration with coworkers.
• Ability to multi-task and manage shifting priorities.