Job Description
Apply
Job Type
Full-time
Description
Join the Bank that shares success with others!
As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Child Care Subsidy, Retirement, Life Insurance and many other benefits.
Is responsible for the electronic delivery systems (including but not limited to video, phone, live chat, email), of the Bank’s products and services to external and internal client and consumers. Fulfills a multitude of client service requests (including but not limited to processing financial transactions, account maintenance, password resets, resolving client concerns) accurately, efficiently and effectively in accordance with the Bank’s policies and standard operating procedures. This is an in-person role.
Essential Duties And Responsibilites
• Responsible for knowledge and expertise in utilizing client interface technology, electronic delivery systems and numerous software applications used by the Bank.
• Assists/Advises clients by electronic delivery systems with transactions.
• Assists/Advises consumers/clients by electronic delivery systems with new account services (including additions or changes in client accounts).
• Proactively cross sells via electronic delivery systems by identifying sales opportunities and follows referral procedures
• Responds to client/consumer inquiries via electronic delivery systems for information and helps to resolve client/consumer questions/ issues/complaints in a courteous, timely manner. Monitors and works within a team environment to ensure call queue is handled within established departmental standards.
• Projects a positive and highly professional image of the Bank by providing high quality client service.
• Completes client research requests.
• Reviews electronic banking reports and processes as applicable.
• Maintains pending online account opening applications.
• Keeps current on changes in technology, electronic and alternative delivery methods.
• Achieves established goals, both individual and departmental.
• Appropriately uses supervisory authority in support of certain product transactions.
• Distributes written and oral instructions and/or memo.
• Studies and standardizes procedures to improve efficiency.
• Protects the confidentiality of all financial data relating to bank operations and its clients.
• Processes check orders.
• Adheres to the CARE model when assisting clients.
• Completes all internal Bank training as assigned and required.
• Adheres to the Bank’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information.
• Exhibits the ability and desire to embrace and enhance the Bank culture.
Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.
Supervisory Responsibilities
Not applicable
Requirements
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCE
• High School Diploma or GED required, Associates’ Degree or equivalent from two-year college or technical school; or one year related experience and/or training; or equivalent combination of education and experience.
• Strong verbal/written communication and organizational skills is a must.
• Experience with electronic delivery systems including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc. is preferred.
• Bank teller/client call center experience is required.
• Hybrid scheduling, in person training required.
Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence using Word or word processor program. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, rates, percentages, and apply basic arithmetic and mathematics to help resolve problem situations.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use sufficient hand, arm and finger dexterity or feel objects, tools or controls. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Salary Description
$21.61 - $27.01 Hourly
Job Type
Full-time
Description
Join the Bank that shares success with others!
As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Child Care Subsidy, Retirement, Life Insurance and many other benefits.
Is responsible for the electronic delivery systems (including but not limited to video, phone, live chat, email), of the Bank’s products and services to external and internal client and consumers. Fulfills a multitude of client service requests (including but not limited to processing financial transactions, account maintenance, password resets, resolving client concerns) accurately, efficiently and effectively in accordance with the Bank’s policies and standard operating procedures. This is an in-person role.
Essential Duties And Responsibilites
• Responsible for knowledge and expertise in utilizing client interface technology, electronic delivery systems and numerous software applications used by the Bank.
• Assists/Advises clients by electronic delivery systems with transactions.
• Assists/Advises consumers/clients by electronic delivery systems with new account services (including additions or changes in client accounts).
• Proactively cross sells via electronic delivery systems by identifying sales opportunities and follows referral procedures
• Responds to client/consumer inquiries via electronic delivery systems for information and helps to resolve client/consumer questions/ issues/complaints in a courteous, timely manner. Monitors and works within a team environment to ensure call queue is handled within established departmental standards.
• Projects a positive and highly professional image of the Bank by providing high quality client service.
• Completes client research requests.
• Reviews electronic banking reports and processes as applicable.
• Maintains pending online account opening applications.
• Keeps current on changes in technology, electronic and alternative delivery methods.
• Achieves established goals, both individual and departmental.
• Appropriately uses supervisory authority in support of certain product transactions.
• Distributes written and oral instructions and/or memo.
• Studies and standardizes procedures to improve efficiency.
• Protects the confidentiality of all financial data relating to bank operations and its clients.
• Processes check orders.
• Adheres to the CARE model when assisting clients.
• Completes all internal Bank training as assigned and required.
• Adheres to the Bank’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information.
• Exhibits the ability and desire to embrace and enhance the Bank culture.
Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.
Supervisory Responsibilities
Not applicable
Requirements
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCE
• High School Diploma or GED required, Associates’ Degree or equivalent from two-year college or technical school; or one year related experience and/or training; or equivalent combination of education and experience.
• Strong verbal/written communication and organizational skills is a must.
• Experience with electronic delivery systems including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc. is preferred.
• Bank teller/client call center experience is required.
• Hybrid scheduling, in person training required.
Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence using Word or word processor program. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, rates, percentages, and apply basic arithmetic and mathematics to help resolve problem situations.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use sufficient hand, arm and finger dexterity or feel objects, tools or controls. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Salary Description
$21.61 - $27.01 Hourly
💡 Quick Summary
Seeking a career-building opportunity? The Digital Banking Advisor position is now open for candidates interested in the Bank Jobs sector. This role in Indianapolis offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.