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Digital Banking Support Representative (Full-Time)

1 week, 2 days ago
United States
Full-time
Mid Level
Customer Support
Customer and Technical Support
CRM
Apply Now
Climate First Bank

Climate First Bank

Climate First Bank is the world's first FDIC insured community bank dedicated to the environment and sustainability. They offer climate-friendly personal and business banking solutions, aiming to reimagine finance as a force for good. Partnering with o...

Banks
51-250
Founded 2020
View All Jobs 7

Description

  • Respond to Tier 1 calls and emails regarding online banking access, login assistance, digital applications, and account inquiries.
  • Provide basic technical troubleshooting for mobile and online banking platforms.
  • Manage inbound and outbound customer communications with timely, solution-oriented support.
  • Identify cross-sell opportunities and conduct outreach to support deposit growth and non-interest income.
  • Assist with new consumer deposit account openings and customer profile setup.
  • Support marketing campaigns and digital banking initiatives that increase adoption and engagement.
  • Document customer interactions and call records accurately in the CRM system.
  • Verify digital onboarding information for compliance with bank policies and guidelines.
  • Monitor performance metrics including First Call Resolution, Customer Satisfaction, and Cross-Sell Conversion Rate.
  • Identify suspicious activity, follow regulatory requirements, and promote the bank’s sustainability mission.

Requirements

  • Progressive experience in a client-centric, high-volume role, preferably in a remote environment.
  • Demonstrated achievement of business growth goals and financial targets.
  • Strong customer service, communication, relationship-building, influencing, and decision-making skills.
  • Ability to work independently with limited supervision while maintaining accuracy and attention to detail.
  • Strong organizational, time-management, note-taking, and problem-solving skills in a fast-paced environment.
  • Knowledge of financial products, services, applicable regulations, and laws, or willingness to obtain that knowledge promptly.
  • Consultative sales and overall business acumen.
  • Ability to learn new technology quickly and use digital tools to improve efficiency.
  • Dependable team player who contributes positively and supports colleagues.
  • U.S. work authorization; visa sponsorship is not available. Remote work requires Eastern Standard Hours, and occasional U.S. travel may be required.

Benefits

  • Annual bonus, incentives, and equity eligibility in addition to base salary.
  • 100% employer-paid employee health coverage, with dependent contributions, plus medical, dental, vision, HSA, and free Teladoc access.
  • 401(k) with a 6% employer match and no vesting period, employee stock options, and banking perks.
  • 0% financing for eligible employee solar loans and electric vehicles, plus an employee mortgage product with preferred rates and terms.
  • Two to four weeks of vacation based on officer level, additional tenure-based time, and 64 hours of paid sick time.
  • Company-paid life insurance, short- and long-term disability coverage, and voluntary life, accident, and critical illness insurance.
  • Employee Assistance Program with free counseling, legal, and financial services.

Interested in this position?

Apply directly on the company website

Apply Now

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