Digital Banking Experience Specialist

Lowell Five Bank; Tewksbury (MA); Sur place; USD 29 000 - 32 000; Plein temps

Résumé du poste

Lowell Five Bank is seeking a detail‑oriented Customer Experience Associate to handle inbound calls, respond to digital banking inquiries, and process online enrollments from our Tewksbury location. You will use the Q2 platform and Salesforce to manage enrollments and respond to customers efficiently.

The role emphasizes building relationships with clients, learning bank products, and collaborating across teams to ensure a seamless digital banking experience for customers in the Merrimack Valley

Qualifications

• High school diploma or equivalent preferred.
• At least 1 year of Retail banking experience, including account opening procedures.
• Working knowledge of online and mobile banking platform (Q2) and digital banking products/services.
• Working knowledge of Salesforce platform with willingness to learn advanced features.
• Strong verbal and written communication; customer focused.

Responsabilités

• Handle incoming phone calls from internal and external customers and respond to inquiries.
• Research and respond to digital banking messages, enrollments, and online deposit/account requests.
• Promote CRM usage (Salesforce) to create cases and referrals across departments.

Connaissances

Customer service

Salesforce

Communication skills

Multitasking

Team player

Formation

High school diploma or equivalent

Outils

Q2 online banking

Microsoft Office

Adobe Acrobat

Description du poste

Lowell Five Bank is seeking a detail‑oriented Customer Experience Associate to handle inbound calls, respond to digital banking inquiries, and process online enrollments from our Tewksbury location. You will use the Q2 platform and Salesforce to manage enrollments and respond to customers efficiently.

The role emphasizes building relationships with clients, learning bank products, and collaborating across teams to ensure a seamless digital banking experience for customers in the Merrimack Valley