The primary role of the Digital Banking Specialist II is to provide electronic banking support to both internal and external clients. The Digital Banking Specialist II provides sales and client support through Digital platforms and initiatives.
Process all electronic applications for online deposit account openings. Research, reply and process all secure messages submitted through the online banking platform. Support incoming calls, emails, voicemails, live chats and secure messages to resolve inquires, when possible, with a single point of contact. Maintains a thorough knowledge of financial products and services to broaden and deepen client relationships to help grow the Bank and achieve personal and team goals. Troubleshoot all Orrstown digital products and services. Processes new Business Online Banking and Q2 Business Set-ups. Completes maintenance requests for retail and business online banking clients. Processes electronic applications for online loan originations. Proficient with loan processing and the ability to recognize lending needs and other banking needs during onboarding conversations. Processes client updates as needed within the digital systems.
Supports the Client Care Center Specialists by fielding and resolving both internal and external client inquiries received by phone, mail, email, through telephone banking or internet banking, in a manner representing the highest degree of service while promoting additional bank products and services. Processes various reports. Responsible for understanding the Bank’s BSA/AML Policy and following the provisions of the policy, specifically understanding that any suspicious activity must be reported to the BSA Officer immediately. Communicates thoughts and ideas related to the continual improvement of processes, products, services, and related concepts.
