Digital Banking CRM Incident Support Specialist

Peoples Bank - Newton, NC; Newton (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

Peoples Bank in Newton, NC, seeks a Digital Banking CRM-Incident Support Specialist to respond to customer inquiries across bank channels and ensure accurate documentation and data reconciliation. The role requires strong attention to detail, organization, and the ability to multitask in a fast-paced financial environment.

Candidates should have at least 3 years of relevant financial institution experience and be proficient with Microsoft Office.

Qualifications

• Must be a high school graduate or equivalent with a minimum of 3 years of relevant work experience in a financial institution.
• Proficiency with Microsoft Office and basic computer skills.

Responsibilities

• Respond to customer inquiries and complete information compiled across bank channels (phone and email).
• Maintain accurate documentation and reconcile information across systems as required.

Skills

Attention to detail

Organizational skills

Documentation

Phone presence

Communication

Multi-tasking

Banking knowledge

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Overview

At Peoples Bank, we’re passionate about helping people. We strive to be exceptional and inspire others to be exceptional too. It’s a promise we make to our neighbors, families, local businesses and community.

When you’re passionate about peoples like we are, you start to see the extraordinary in everyone. You see opportunities in challenges. You go the extra mile to help another. You believe you can make a difference and then you do.

Position Summary

The Digital Banking CRM-Incident Support Specialist role consists of responding and completion of compiled information that has been gathered on bank customers across the different bank channels-or points of contact between the customer and banker which could include telephone and email. The position requires a level of attention to detail, organizational skills, able to multi-task, skilled in reconciliation of internal general ledger and demand accounts. The position requires excellent computer skills, must be able to work with people, have a good phone presence, excellent documentation skills and very well organized. This job description provides a highlevel review of types of work related to this job description. Other job-related duties in Digital Services may be assigned as required.

Qualifications

General Qualifications

To perform this job successfully, and individual must be able to perform each essential duty satisfactory. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And/or Experience Requirement

• Must be a high school graduate or equivalent with a minimum of 3 years of relevant work experience in a financial institution.
• A working knowledge of Microsoft Office

Preferred Education/Experience

• Minimum (2) years’ experience in banking with Digital Banking experience is preferred
• Knowledge of other areas of bank operations
• Basic knowledge reconcilement experience
• Knowledge of banking products and services
• Must have good communication skills in dealing with coworkers
• Must have the ability to multi-task and balance priorities to move freely between the different applications