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JOB CLASSIFICATION

Full / Part-time: Full Time
Hours Per Week: 40
Location: 1801 S. 2nd St. McAllen, TX 78503


JOB SUMMARY

The Business Online Support Representative position will be a part of a team within the Operations department. This group is responsible for handling the paperwork, set up and maintenance of Business Online services for the bank’s business clients. Support is provided to the clients by phone, email, and chat communication. The Business Online service offered by the bank includes a variety of products that may change or be added. The Business Online Support Representative must work as part of the team to ensure that all duties, requests and projects are completed. Duties will be assigned by the department manager and will include learning to be the back-up for duties assigned to other employees in the department.

ESSENTIAL DUTIES

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

1. Complete new, changes, and/or removals for services associated with business online banking and with small business bill pay, positive pay, lockbox, remote deposit capture, wires, and ACH.
2. Resolve and/or communicate the progress of Business Online service requests tickets to the bank personnel.
3. Verify the set up and maintenance of Business Online requests for accuracy.
4. Troubleshoot user computer access and ACH or Positive Pay file creation issues.
5. Assist internal and external customer to resolve Business Online error messages or questions from users and bank sales staff.
6. Provide ACH return and notice of change notices to ACH originating customers.
7. Upload Treasury management documents to Director for record retention.
8. Review on a monthly basis the Closed Account report and make the necessary changes to Client accounts on Access manager.
9. Review the monthly processed coupons and checks for lockbox and report for billing customers.
10. Maintain CORE to document full analysis and partial analysis for customer billing and record earning credit rate changes.
11. Research RDC rejects on Deposit Review and assist with troubleshooting for a resolution.
12. Support customers via phone, chat, and email.
13. Assists in working with Fiserv to resolve issues requiring further escalation.


QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• At least one year of banking experience and knowledge of bank operations.
• Excellent verbal and written communication skills in English and Spanish (must be bilingual).
• Proficient in Microsoft computer applications.
• Strong organizational skills, able to manager priorities and workflow.
• Excellent customer service skills.
• Ability to work independently and with other team members with minimum supervision.
• Ability to handle large volumes of work while meeting deadlines.
• Visual and mental concentration is necessary for accurately completing task.
• Versatility, flexibility and a willingness to work in a constantly changing environment with enthusiasm.
• Multitask oriented.
• Ability to work in an environment where other employees can also be heard working.
• Ability to effectively communicate with people at all levels.

EOE/M/F/D/V

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Why Work at Vantage?

Our People/Our Culture

At Vantage, we have a committed professional team that share a passion for service. We are a team that values relationships and work together for the greater good of our customers. We strive to follow our motto "One Team. One Bank. One Company."

Our Benefits

  • 401(k) Plan Contribution Match
  • Health & Dental Insurance
  • Disability Insurance
  • Bonus & Incentive Pay Programs
  • Life Insurance
  • Vacation and sick paid leave

Our Programs

  • Health & Wellness Programs
  • Training & Career Development Programs
  • Academic Partnerships
  • Mentorship Program
  • Internship Program

More Perks

  • Employee Advisory Committee
  • Active Community Involvement

For additional information, please call the Human Resources department at (956) 664-8485.