Digital Banking CRM Incident Support Specialist

Peoples-Bank; Newton (NC); On-site; USD 42,000 - 68,000; Full time

Job summary

Peoples Bank in North Carolina seeks a Digital Banking CRM-Incident Support Specialist to respond to customer inquiries across channels, compile information, and ensure accurate documentation.

The role requires strong attention to detail, ability to multi-task, proficiency in Microsoft Office, and experience in banking operations; candidates should have at least 3 years in a financial institution and solid communication.

Qualifications

• Must be a high school graduate or equivalent with a minimum of 3 years of relevant work experience in a financial institution.
• Working knowledge of Microsoft Office.
• Preferred: 2+ years in banking with Digital Banking experience.

Responsibilities

• Respond to customer inquiries and complete information across bank channels (phone, email).
• Reconcile internal general ledger and demand accounts as part of daily tasks.
• Maintain accurate documentation and records with strong organization.
• Demonstrate excellent communication and customer service in all interactions.

Skills

Attention to detail

Multi-tasking

Excellent communication

Phone presence

Documentation

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

OverviewAt 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 SummaryThe 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.General QualificationsTo 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 RequirementMust 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 OfficePreferred Education/ExperienceMinimum (2) years’ experience in banking with Digital Banking experience is preferredKnowledge of other areas of bank operationsBasic knowledge reconcilement experienceKnowledge of banking products and servicesMust have good communication skills in dealing with coworkersMust have the ability to multi-task and balance priorities to move freely between the different applications