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Virtual Bank Assistant

Company: Valley Bank
Location: Clifton
Posted on: March 17, 2023

Job Description:

The Virtual Bank Assistant will assist in the operational and supervisory responsibilities of the digital bank channels. Act as the Personal Banker for the digital customer base providing extraordinary service while providing financial solutions and options through communication and presentation of appropriate need-based Valley products and services. Communicate customer needs and process enhancements to Management for system and offering improvements. 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.

Keywords: Valley Bank, Clifton , Virtual Bank Assistant, Other , Clifton, New Jersey

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