Virtual Bank Assistant Job Listing at Valley Bank in Clifton, NJ (Job ID 25-901)

Description

Responsibilities include, but are not limited to:

• Ensure a high level of service in all customer interactions.
• Work with the Virtual Bank Team Leader to carry out operational procedures for the digital channels.
• Review daily and monthly reporting, for online clients. Process overdrafts and other exceptions.
• Contact customers, using the highest of customer service, to advise them of account issues.
• Work with the Virtual Bank Team Leader to ensure that the digital branch achieve satisfactory audit ratings. Follow up on audit issues making sure they have been properly resolved.
• Work with the Virtual Bank Leader to ensure reporting of suspicious activity/accounts via appropriate channels (Fraud Activity Referral, Fraud Finder Alert, UAR, etc.) for accounts opened via online or the branch network. Escalate and remediate issues.
• Prepare and analyze reports for retail banking as required for both branch and digital operation. This would include both sales and operations reporting.
• Work with senior management in improving the processes surrounding all digital channels.
• Open accounts for online clients.
• Research and resolve client issues in a timely and efficient manner.
• Where appropriate, offer clients additional products/services to meet their financial needs.
• Stay current on industry best practices, update department policies and procedures as appropriate to comply with the Bank and Federal/ State Regulations. Oversee staff compliance with department and bank-wide policy and procedures as they relate to CIP/KYC.
• Other projects that may be assigned from Retail Operations or supervisor.