Digital Banking & CRM Specialist

Recruiting 2025; Tewksbury (MA); On-site; USD 29,000 - 32,000; Full time

Job summary

Lowell Five Bank in the Merrimack Valley region seeks a Bank Operations & Customer Experience team member to handle inbound calls, respond to digital banking queries, and manage enrollments. You will promote CRM usage and support cross‑department collaboration while building relationships with customers.

You will learn the bank’s digital tools, including Q2 and Salesforce, and work to maintain high service standards. This is a full‑time, on‑site role based in Tewksbury, MA.

Qualifications

• High school diploma or equivalent preferred.
• At least 1 year of Retail banking experience, including strong DNA knowledge and account opening procedures.
• Working knowledge of online and mobile banking platform (Q2), as well as digital banking products and services offered.
• Working knowledge of Salesforce platform with willingness to learn advanced features and functionality.
• Willingness and aptitude to learn new systems as required to support Bank growth and expansion of services.
• Experience using Microsoft Office applications, as well as Adobe Acrobat software.
• Strong verbal and written communication skills.
• Customer focused with the ability to build and maintain relationships.
• Detail-oriented with strong organizational skills; able to work efficiently, multi-task, and prioritize time sensitive tasks throughout the day.
• Team player with willingness to learn additional tasks and adapt to change.
• Must be willing and able to report to Headquarters in Tewksbury five full days a week.

Responsibilities

• Handle incoming phone calls from both internal and external customers.
• Research and respond to digital banking related messages, inquiries, and issues from internal and external customers.
• Review and process new digital banking enrollments and online deposit account requests.
• Review and process maintenance requests for existing online banking enrollments.
• Monitor and review digital banking related reporting, such as online banking, bill payment, online account opening, and mobile app reports.
• Participate in hands‑on processing for the Bank’s ACH digital banking customers.

Skills

Customer service

Communication skills

Multi-tasking

Attention to detail

Teamwork

Education

High school diploma or equivalent

Tools

Salesforce

Q2 Online Banking

Microsoft Office

Adobe Acrobat

Job description

Lowell Five Bank in the Merrimack Valley region seeks a Bank Operations & Customer Experience team member to handle inbound calls, respond to digital banking queries, and manage enrollments. You will promote CRM usage and support cross‑department collaboration while building relationships with customers.

You will learn the bank’s digital tools, including Q2 and Salesforce, and work to maintain high service standards. This is a full‑time, on‑site role based in Tewksbury, MA.