drjobs CNB Support Specialist I

CNB Support Specialist I

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

Miami, FL - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Overview

CNB Support department comprises of 4 operating units Call Center Banking Center Support/5410 Cash Services and Total Bank (Online only). Each unit has defined operational responsibilities and functions that are performed within the guidelines of the banks Policy and Procedures.

The CNB Support Specialist is responsible for providing exceptional service and support to both internal and external clients through inbound and outbound calls related to operational procedural and application tasks. This role requires adaptability strong multitasking skills and the ability to thrive in a fast-paced environment with minimal supervision. The role provides the opportunity to exercise independent judgment within your scope of authority and make a meaningful impact on our clients and the bank. Additionally the role provides cross-training across various operational units to ensure flexibility and comprehensive support across the department.

Principal Duties & Responsibilities:

  • Responsible for answering incoming calls & making outbound calls while taking appropriate action on each call (such as addressing clients questions concern or issues regarding products or services.
  • Provides optimum client service support and satisfaction via telephone email or in-person.
  • Provides accurate responses to clients by adhering to Policy and Procedures and regulatory requirements.
  • Adhere to quality assurance standards and participate in quality monitoring sessions.
  • Offers detailed and accurate information about banks products services policies and procedures.
  • Identifies incoming calls for trends or of a suspicious nature and notifies management and/or Fraud Investigations Unit.
  • Have a thorough understanding of digital banking applications branch systems as well as the flow of branch balancing.
  • Achieves key performance indicators (KPIs) such as average handling times first call resolution.
  • Identifies the difference between user error or true technical issues including outages. Escalates to management system administrator or Technical Services so the appropriate steps are taken to resolve.
  • Ensures compliance with the Banks operational regulatory and security policies and procedures.
  • Effectively communicates with other departments fully understanding the importance of teamwork and communication.
  • Adheres to departments guidelines including work schedule. Reports any discrepancies to Supervisor in a timely manner.
  • Provides P&P guidance on trusts guardianships estates court orders and power of attorney. Escalates inquires outside of P&P scope to Supervisor when necessary.
  • Opens tickets with CIS for all account changes (such as change of address setting up external transfers general maintenance).
  • Actively engages in onboarding of new TotalBank clients. Serves as the clients primary service & support contact.
  • Maintain thorough knowledge of TotalBank products and services as outlined on the website and P&P.
  • Reports any issues with the automated new account opening process promptly. Ensures all RPA bot exceptions are reviewed and resolved timely. Proactively contacts client to resolve issues with application Requests for Information (RFIs) for BSA.
  • Responsible for closing TotalBank accounts upon written request from client within the banks policy and procedures.
  • Coordinates with AML/BSA team for application approval prior to account opening for TotalBank Accounts.
  • Provides feedback to Management including Digital Channels on matter related to TotalBank website issues with vendors
    or general feedback from clients Online Banking issues etc.
  • Works with Reconciliation team to ensure TotalBank general ledgers for Certificate of Deposit & Money Market accounts are cleared once entries are processed to open new accounts or close accounts.
  • Performs special tasks/projects as requested.
  • Remains current and adheres to all bank and department policies and procedures.

Qualifications

  • 5-7 years working in banking or bank operations or a highly regulated industry Required.
  • Must have excellent verbal and written communication skills.
  • High level of professionalism and Customer Service.
  • Highly motivated self-starter.
  • In-depth knowledge of branch and digital banking software applications.
  • Must have the ability to exercise independent judgement and discretion within the scope of authority.
  • Ability to communicate well with others at all levels.
  • Good understanding of federal regulations affecting AML BSA and OFAC.
  • Remains current on all regulatory changes.
  • Ability to work under pressure with high call volume and continue to deliver outstanding support.
  • Be Proficient in Microsoft Word Outlook and Excel.
  • Ability to follow oral and written instructions.
  • Ability to effectively deal with changing situations and maintain a positive attitude.
  • Ability to adapt to a fast-paced environment and effective time management skills.
  • Must have great attention to detail.

Education

  • High School Diploma or GED equivalent Required
  • Associates Degree Preferred

Special Instructions to Candidates


Required Experience:

Unclear Seniority

Employment Type

Unclear

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.