Digital Channels Assistant

BB Americas Bank; Miami (FL); On-site; USD 40,000 - 52,000; Full time

Job summary

BB Americas Bank seeks a Digital Channels Assistant to support daily operations of the Digital Bank & Channels Platforms, ensuring excellent customer service and efficient processes. You will assist with project execution, maintenance, testing, data entry, and reporting while applying knowledge of bank policies including BSA/AML, CDD and EDD.

Proficiency in English and Portuguese is highly valued, and the role is based in Miami.

Qualifications

• High school diploma or GED required; college degree and banking experience preferred.
• Ability to present information and respond to questions from directors, managers, clients (internal and external) and the public.
• Excellent verbal and written communication skills.
• Ability to communicate in English and Portuguese; Spanish useful.
• In-depth knowledge of bank policies, procedures and compliance requirements.
• Ability to ensure confidentiality, security and safekeeping of bank and customer information.
• Willingness to participate as a team member and tackle new assignments.

Responsibilities

• Assist in maintenance of Digital Bank & Channels platforms.
• Provide excellent customer service support.
• Support team to meet customer expectations and company goals.
• Perform market research analysis for campaigns and project implementation.
• Assist in developing and implementing ongoing projects.
• Assist in analysis and assessment of current platform for enhancements.
• Assist in testing of platform/tools as required.
• Maintain reports, records and documentation.
• Assist with training and mentoring of new associates.
• Develop project flows, procedures and guidelines.
• Maintain knowledge of bank policies, procedures and compliance requirements (BSA/AML, CDD, EDD).
• Attend required training and ensure compliance with regulations.
• Navigate internal systems to provide timely resolution to department demands.
• Provide support to manager in administrative tasks.
• Perform data entry.
• Maintain knowledge of products/features of Digital Bank & Channels Platforms.
• Order supplies as needed (forms, brochures).
• Attend meetings/trainings on weekends/holidays as per business need.

Skills

Customer service

Communication skills

Multilingual English/Portuguese

Confidentiality

Organizational skills

Attention to detail

Team player

Education

High school diploma (GED)

College degree (preferred)

Job description

The Digital Channels Assistant is responsible for assisting with the daily operations of the Digital Bank & Channels Platforms, assuring excellent customer service and operation efficiency. Additionally, it also supports the execution of department projects and processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assists in the maintenance of Digital Bank & Channels platforms.
• Provides excellent customer service support when needed.
• Actively supports team to ensure that customer expectations and company goals are obtained.
• Assists in performing market research analysis for campaign and project implementation.
• Assist and support the department staff in the development and implementation of ongoing projects.
• Assist in the analysis and assessment of current platform for needed enhancement and/or improvements.
• Assist in caring out required platform/tools testing.
• Maintains reports, records and documentation ensuring complete, accurate and concise records are kept.
• Assists with the training and mentoring of new associates.
• Assist the department staff with the development of project flows, procedures and guidelines.
• Maintains full knowledge and understanding of bank policies, procedures, regulatory and compliance requirements, including but not limited to BSA/AML, CDD, EDD, and others as defined by the Compliance Division and Information Security Division.
• Attend and/or complete all required training as assigned.
• Ensures compliance with all applicable regulations and policies.
• Timely completion of necessary reports to ensure compliance deadlines are met.
• Navigate internal systems, procedures and other resources to provide accurate and timely resolution to department demands.
• Responsible for providing support to immediate manager and/or supervisor in administrative tasks of the department.
• Perform data entry associated with the position

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Maintains full knowledge, and is skilled in, the products/features of all Digital Bank & Channels Platforms.
• Orders Supplies as needed (forms, brochures, etc.)
• Performs other related duties, as required, to accomplish the objectives of the position.
• Attend occasional meetings, events, and/or trainings on weekends or holidays as per business need.

EDUCATION AND/OR EXPERIENCE

High school diploma or general education degree (GED) required; college degree and previous banking experience preferred.

OTHER SKILLS/QUALIFICATIONS

• Ability to effectively present information and respond to questions from directors, managers, clients (both internal and external) and the public.
• Excellent verbal and written communication skills.
• Ability to communicate in both English and Portuguese highly recommended, and in some departments required; Spanish useful.
• In depth knowledge of all bank policies, procedures and compliance requirements.
• Ability to ensure confidentiality, security and safekeeping of bank and customer information.
• Ability to define problems, collect analytical data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Is consistently at work and on time; Ensures work responsibilities are covered when absent
• Take responsibility for own actions.
• Commits to long hours of work when necessary to reach goals.
• Ability to multitask; takes initiative; highly motivated.
• Strong organizational skills with attention to detail; focused.
• Displays behavioral and daily habits to accomplish goals as assigned.
• Displays original thinking and creativity; Generates suggestions for improving work, setting goals.
• Treats others with respect and consideration regardless of their status or position.
• Demonstrates accuracy and thoroughness in all reports produced.
• Must be accustomed to professional, business office environment in manner and dress.
• Must demonstrate excellent human relations skills with customers and bank associates.
• Must be willing to participate as a team member and eager to tackle new assignments.