Digital Banking Support Representative – Part-Time

This is a fully remote position, open to applicants in United States.

📋 Description

• Handle Tier 1 inbound calls and emails regarding online banking access, login support, digital application issues, and general account questions.

• Provide Tier 1 technical assistance and basic troubleshooting for mobile and online banking services.

• Offer prompt, solution-focused customer service through both inbound and outbound interactions.

• Recognize cross-sell opportunities and make outbound calls to enhance deposit growth and non-interest income.

• Assist with overflow requests for opening new consumer deposit accounts and developing customer profiles.

• Support marketing efforts and digital banking initiatives to enhance customer adoption and engagement.

• Ensure accurate documentation of customer interactions and call records within the CRM system.

• Verify submitted information during digital onboarding to ensure compliance with bank policies and guidelines.

• Monitor and meet metrics for First Call Resolution, Customer Satisfaction, and Cross-Sell Conversion Rate.

• Advocate for the Bank’s mission and values through community involvement and clean-energy initiatives.

• Complete required compliance and IT training while adhering to bank policies, procedures, and regulations.

• Investigate suspicious activity and collaborate with departments to help mitigate fraud.

⛳️ Requirements

• Progressive experience in a client-focused, high-volume position, preferably in a remote setting.

• Extensive experience in a client-focused, high-volume role, ideally within a remote environment.

• Demonstrated and consistent success in achieving business growth objectives and financial targets.

• Ability to work independently with minimal supervision and exercise sound independent judgment.

• High level of accuracy and meticulous attention to detail.

• Strong skills in organization, time management, note-taking, and checklist management.

• Confident, clear, and professional communication skills for stakeholder engagement.

• Proficient in influencing, decision-making, relationship-building, and consultative sales techniques.

• Knowledge of financial products, services, relevant regulations, and laws, or a willingness to pursue education promptly.

• Overall business acumen and the ability to quickly learn new tools.

• Commitment to environmental, social, economic, and racial justice.

• Reliability and ability to collaborate effectively as part of a larger team.

• Must be a non-smoker or commit to cessation within 90 days of offer acceptance.

• Must possess valid U.S. work authorization; visa sponsorship is not available.

• Ability to fulfill physical requirements, including prolonged standing and sitting, frequent communication and PC usage, typing or sustained monitor attention, and occasional lifting of up to 20 lbs.

• Willingness to undergo cognitive and personality assessments, as well as credit and background checks, and reference checks.

🏝️ Benefits

• Annual bonus, incentives, and equity opportunities may be available.

• 100% employer-paid health insurance for employees, with employer contribution for dependents.

• Medical, Dental & Vision Insurance.

• Health Savings Account (HSA).

• Free telemedicine access through Teladoc.

• 401(k) plan with a 6% employer match and no vesting period.

• Employee Stock Options.

• Exclusive Employee Banking Benefits.

• 0% Financing available for Employee Solar Loans.

• Employee-only Mortgage Product with unique interest rates and terms.

• 0% Financing for Eligible Electric Vehicles (EVs).

• Referral Incentives.

• 2–4 Weeks of Vacation based on officer level, plus additional tenure-based time off.

• 64 Hours of Paid Sick Leave available for all full-time employees.

• Company-Paid Life Insurance.

• Short- and Long-Term Disability Insurance.

• Voluntary Life, Accident, and Critical Illness Coverage.

• Employee Assistance Program (EAP) providing free counseling, legal, and financial services.

• Occasional U.S. travel for company events.