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Provide primary customer service function to resolve all workflow, payment transaction or other operational questions/issues posed by the customer via phone, email, internet banking or any other service related to commercial deposits or cash management products. Performs daily designated functions of Remote Deposit Capture (RDC), Business Online Banking, Business Online Wires, Bill Pay, and ACH Origination such as: Customer onboard/offboarding for Cash Management services.

HOUR

Job Summary: Under the direction of the VP Digital Banking Business Fulfillment Manager, performs all required functions in accordance with regulatory compliance guidelines with a special focus on business customers.ESSENTIAL DUTIES & RESPONSIBILITIES<ul><li>Performs daily designated functions of Remote Deposit Capture (RDC), Business Online Banking, Business Online Wires, Bill Pay, and ACH Origination such as:</li><li>Customer onboard/offboarding for Cash Management services</li><li><ul><li>Perform maintenance for all assigned Cash Management Services</li><li>Temporary & Permanent Limit increases/decreases</li><li>Reviewing and taking necessary action on system reports</li></ul></li><li>Complete assigned CRM accurately, completely, and within SLA.</li><li>Effectively manage multiple work assignments, follow set priorities, and meet established deadlines for daily/weekly/monthly assigned work and reporting.</li><li>Maintain high level of knowledge of the Bank’s business/cash management products and services and managing inherent risks with these services.</li><li><ul><li>Assist with implementation of all directives, polices, procedures and changes in regulations pertaining to business banking/cash management services.</li><li>Take an active role in Digital Banking Business related projects, including, but not limited to, creating/updating project plans, test scripts, procedures, and training materials. This includes integrations between multiple vendors to expose additional feature/functionality to the bank’s customer base, keeping customer experience and process efficiencies at the forefront.</li></ul></li><li>Serve as a resource and content expert for team members.</li><li><ul><li>Provide primary customer service function to resolve all workflow, payment transaction or other operational questions/issues posed by the customer via phone, email, internet banking or any other service related to commercial deposits or cash management products</li><li>Collaborate internally and with 3rd party service providers to troubleshoot and resolve technical issues</li><li>Complete assigned periodic service reviews accurately, completely, and within SLA.</li><li>Assist with periodic review of risk assessments associated with Digital Banking Business products/services.</li><li>Provide customer onboarding support as necessary.</li><li>Perform additional duties as requested, needed or assigned</li></ul></li></ul> Keyword: Digital Banking Required Experience: JOB REQUIREMENTS<ul><li>Highly motivated and experienced managing multiple tasks</li><li>Demonstrate and promote high ethical standards and behavior</li><li>Ability to analyze and solve problems</li><li>Maintain a professional manner at all times</li><li>Be an active team player</li><li>Adapt and help others manage change</li><li>Fluent in written and verbal English communication skills</li><li>Strong computer and technical skills</li><li>Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed</li><li>Ability to adhere to Needham Bank’s Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)</li></ul>EDUCATION & EXPERIENCE<ul><li>3-5 years of business banking experience required</li><li>Prior business banking/cash management experience preferred</li><li>High school diploma or equivalent required</li></ul>PAY RANGE: $29.34 - $38.14 - hourlyThe pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. From: Needham Bank

Needham Bank

Digital Banking Business Fulfillment

Bank Management

Banking Services

Business Banking

Business Portal

Business Services

Cash Management

Change Management

Communication Skills

Customer Experience

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

English Language

Establish Priorities

High School Diploma

Identify Issues

Multitasking

Onboarding

Online Banking

Presentation/Verbal Skills

Problem Solving Skills

Project Planning

Regulations

Regulatory Compliance

Risk Analysis

Risk Management

Service Level Agreement (SLA)

Team Player

Test Scripts

Time Management

Writing Skills

ATSOndemand

Caring Transitions of Greater Worcester is looking for a Business Growth Specialist to help us expand our outreach across Worcester county and parts of Middlesex County. • Build strong referral partnerships with real estate professionals, assisted living communities, elder law attorneys, estate planners, and other trusted advisors.

Join Our Team: Elder Transition Business Development  (Part-Time- Lead to full-time or more) Are you passionate about helping others and building meaningful connections? Caring Transitions of Greater Worcester is looking for a Business Growth Specialist to help us expand our outreach across Worcester county and parts of Middlesex County. This is a role with room to grow for the right candidate.<hr/>Your Role:• Build strong referral partnerships with real estate professionals, assisted living communities, elder law attorneys, estate planners, and other trusted advisors. • Represent our brand in the community with professionalism, empathy, and credibility. • Track outreach activities, manage leads, and report on growth metrics. • Learn our services inside and out through training, mentoring, and field exposure. • Collaborate with our operations team to ensure a seamless client experience.<hr/>What We’re Looking For:• Proven experience in business development, sales, or relationship-building roles • Strong communication and interpersonal skills — you're comfortable engaging with a wide range of professionals • A self-starter who takes initiative, follows through, and meets goals independently • Familiarity with CRM tools, Microsoft Office, and social platforms • Bonus: experience in senior services, real estate, or community outreach<hr/>Why Join Caring Transitions:• Competitive hourly rate of $19–$21 plus performance-based bonuses • Flexible part-time hours with potential for expanded responsibilities • Comprehensive training and a supportive team culture • The opportunity to make a meaningful difference in the lives of seniors and families navigating life transitions<hr/>At Caring Transitions, we provide compassionate relocation, downsizing, organizing, cleanout, and online estate sale services. Our team supports older adults and their families with professionalism, care, and efficiency. With over 50 five-star Google reviews, we’re proud to be a trusted resource in our community. Learn more and apply at: <a href="http://www.CaringTransitionsGW.com" rel="nofollow">www.CaringTransitionsGW.com</a>Be part of something impactful—help families in transition and contribute to a mission-driven team that truly cares.Powered by JazzHR

Caring Transitions

Business Development Associate

Assisted Living

Business Development

Business Growth

Customer Relationship Management (CRM) Systems

Internet/Online Service

Interpersonal Skills

Lead Management

Legal

Mentoring

Metrics

Microsoft Office

Real Estate

Right-Sizing

Sales

eCommerce Sales

partner JazzHR

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Digital Banking Business FulfillmentNeedham Bank

Business Development AssociateCaring Transitions

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