- Provide assistance to business customers via phone, secure message, and email for Treasury Management, online and mobile banking, bill pay, ACH, RDC wire transfers, and other e-services.
- Research and resolve operational issues and requests for limit changes for ACH and wires.
- Assist with new account opening and proactively service existing customers with account maintenance and new service needs.
- Educate users on digital features, security best practices, and self-service tools.
- Provide assistance and guidance to retail branch network with customer inquiries and issues
- Onboard and entitle new digital banking users; configure roles, limits, and approvals for business and treasury clients in accordance with dual control and segregation-of-duties standards.
- Modify, and deactivate user access promptly based on requests and access reviews.
- Perform daily operational tasks (e.g., file monitoring, exception queues, stop payments, returns)
- Assist with periodic user access, risk reviews and audits for onboarding set up and service/delivery channels such as Digital Banking, ACH and RDC
- Assist customers with exceptions (e.g., Positive Pay, NSF, ACH returns/NOCs, wire repairs, duplicate/reversal requests), disputes and error claims, and coordinate with Operations, Fraud, and Compliance.
- Process and/or review ACH batches, wire transfers (domestic/international), and internal transfers per policy, limits, and authentication requirements
- Bachelor's Degree preferred, or equivalent experience
- 24 years of experience in banking operations, digital banking support, treasury services, payments operations, or a similar client support role.
- Working knowledge of online/mobile banking platforms and treasury management services such as ACH, wires, RDC, etc.
- Treasury management or commercial client onboarding experience, preferred
- Strong troubleshooting skills with the ability to explain technical concepts in plain language.
- High attention to detail; proven ability to follow procedures and maintain accurate records.
- Excellent written and verbal communication; customer-first mindset.
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Digital Banking Specialist - Washington D.C. - Trustar Bank
Description
Digital Banking Specialist
Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The organizers of the bank are experienced bankers, bank investors, and business professionals in the bank's target market area.
We are so proud to have just celebrated our 6th Anniversary and we are continuing to grow. Winners of the Washington Business Journals Best Places to Work five (5) years in a row, we want you to join this exciting, hard working team
At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.
Our unique approach to financial services and our 'can do' attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs.
A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank's strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Bank's primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers.
Trustar Bank is currently seeking an experienced Digital Banking Specialist that will primarily be responsible for serving as a frontline and back-office support for our consumer and business digital channels; supporting customers and colleagues, onboarding end users, resolving technical and transactional issues. This role blends customer care, banking operations, and technology troubleshooting to deliver an exceptional digital banking experience. This position will follow all established policies and procedures of the Bank.
Detailed job duties include but are not limited to:
Customer Support & Issue Resolution
End-User Setup & Administration
Operational Maintenance & Controls
Payment Processing & Exception Handling
Provides support to the EVP of Retail
Perform other duties as assigned
Requirements:
Trustar Bank has grown rapidly since its start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join the Deposit Operations Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. We are an equal opportunity employer.
Please note this is an in-office position and a professional environment.
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