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Digital Banking Analyst

  • Location

    Los Angeles, CA

  • Sector:

    Financial Services and Banking

  • Job type:


  • Salary:


  • Contact:

    Alessandra Recht

  • Contact email:

  • Salary high:


  • Salary low:


  • Published:

    about 1 year ago

  • Expiry date:


  • Startdate:


Digital Banking Analyst

A large bank located near Manhattan Beach, CA is building a digital banking customer platform and seeks multiple Digital Banking Analysts. This role sits in a new function of the bank and will report directly to the Head of Digital Banking.

Roles and Responsibilities

  • Research and provide pending case resolution to meeting service level agreement (SLA) to ensure excellent customer service
  • Track and document customer contacts into CRM application and systems
  • Use critical thinking skills to assess and decision account application based on various data points and information provided by bank tools
  • Assist prospect customers through incoming and outgoing phone calls and emails to collect and validate information to help complete online account applications in a professional and courteous manner
  • Handle, research and resolve phone inquiries/requests from customers. Complete all follow-up work related to customer inquiries.
  • Assist with making updates department standard operation procedures (SOP) document, forms, and procedures under the guidance of the direct report and other senior managers.

Basic Qualifications

  • Bachelor’s degree in finance, IT, or other related industry
  • Previous experience in a customer service or sales related role required
  • Ability to quantify data using Microsoft Excel or other related platforms
  • Minimum 1 year of financial operation experience in Online Banking and Mobile Banking is preferred
  • Knowledge of Retail Banking products such as Checking, Savings, Money Market, and Certificate of Deposit, is a plus

If you or anyone in your network is interested, please apply directly!