Website Santa Cruz County Bank
About the Role:
The eBanking Specialist I is accountable for the onboarding of Treasury Management products
and services for new clients, as well as existing clients with comprehensive and complex business
relationships and for managing the client experience associated with this process. This individual
is responsible for documentation preparation, customer service, product implementation, training,
installation and product maintenance while working closely with the client, the eBanking Team,
the eBanking Manager, Digital Transformation Manager and Treasury Management Sales.
Who We Are & What We Do:
If you’re looking for an exciting career opportunity, you’re in the right place. Santa Cruz County Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We engage in impactful volunteering and support the greater economic vitality within our tri-county reach. Our success is due to our amazing team of exceptional, experienced, knowledgeable, and success-oriented employees.
We’ve been recognized with numerous community leadership awards and our team gives 2000+ hours of volunteer service each year. A few honors we’ve received locally, include:
Good Times Best of Santa Cruz, Best Bank – 11 consecutive years
Santa Cruz Sentinel Reader’s Choice, #1 Best Bank – 8 years
Santa Cruz County Chamber of Commerce – Business of the Year 2018 and 2021
Press Banner’s Best of Scotts Valley, Best Bank
Register Pajaronian’s Best of Pajaro Valley, Best Bank
Second Harvest Food Bank, Big Step and Platinum Awards for Holiday Food and Fund Drive
Farm Bureau of Santa Cruz County and Agri-Culture, Al Smith Friend of Agriculture Award
Acts as a liaison with internal departments, third-party vendors regarding issues related to eBanking products and services
Adhere to service level agreement (SLA’s in all areas – new setup, maintenance, support client phone calls, emails, etc.
Responsible for setup, implementation and training for all new eBanking Clients
Responsible for ongoing support and service for all existing clients on all eBanking products & services (ACH, Wires, Bill Pay, Mobile, RDC, Positive Pay, etc.)
Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies
Assist Treasury Management Team with product demos for prospective/new/existing Clients – Online Banking, RDC, ACH, Wires, etc.
Keep Treasury Management Sales Team abreast of ACH & RDC excessive over limit issues with clients – review for permanent increase.
Work with Treasury Management Sales Team on annual reviews on ACH & RDC limits
Record product metrics to support monthly reporting requirements
Process all tickets through ticketing system in a timely manner
Collaborate with the Digital Transformation Manager to offer support in developing client solutions and monthly reporting requirements
Provide consultative advice to Treasury Management Sales and Internal team members and introduce alternative solutions to the client where necessary
Perform other tasks and duties as assigned.
High school diploma or higher
Preferred Prior Experience:
2+ in banking environment
2+ years of customer service/support experience
Dependable, reliable and punctual attendance
Vast knowledge of Banking Products and Services
Excellent people skills, with an ability to partner with multiple business units and partners.
Possess personal qualities of integrity, credibility, and commitment to corporate mission.
Flexible and able to multitask; can work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems.
Must have foundational computer skills including: Microsoft Office Suite (Outlook email and calendaring) Word, Excel and the Internet.
Microsoft Office programs
Knowledge of bank software
Regulation E, Regulation CC, and BSA/AML
Ability to sit at workstation for long periods
Ability to lift up to 25lbs.
General Office Equipment