Treasury/Elevate Specialist

We are looking for a full-time A+ Team Player ready to ROCK their job! 

Have you found your niche yet? If what you are looking for falls into what we offer below, we want to talk with you. If you haven’t found your niche, and are interested in growing and advancing your career, maybe you’ll find it working with Dream First Bank!

Are you ready to start a career with room for growth? 

Are you looking to do something with purpose and help others in the community while doing so?

Are you motivated to bring solutions and come up with creative ideas to improve something or start something new? 

If you answered “yes” to the above, we would love to talk to you! 

At Dream First Bank

? We are on a mission to provide exceptional customer service.

? The Vision we live by is, “Every Life We Touch is Improved”

? We take our culture seriously—it is everyone’s job, and we hold each other accountable for keeping our workplace great.

? We frequently celebrate our successes.

? We are committed to making our community better. 

? We are the only bank in our state to win the Banky Award™—the mark of excellence in banking due to our measured excellence in customer service scores, culture scores, management of our bank, and the impact we make on our community

Dream First Bank is growing tremendously, so we are looking for individuals who want to bring efficient solutions to the table to make this an even better workplace!

Right now, we have an exciting opportunity to join our banking family;

The Elevate Specialist provides world-class support for customers utilizing business online systems and applications.  Assistance is provided across all digital channels and regularly involves completing tasks related to business services and products.  Promotes an environment of teamwork within the department and across the bank.  Must maintain strict standards of confidentiality, and perform duties in a manner supporting Dream First’s mission and values.    

• Respond to all incoming inquiries, providing reliable support to customer in a friendly, professional and timely manner. 
• Interacts directly with customers, resolving problems through independent decision-making. 
• Accurately and efficiently researches and resolves discrepancies and errors, keeping account officers apprised of customer impact issues. 
• Facilitates customer onboarding through completion of system walkthroughs and training. 
• Completes all system setup, deletions, and change requests according to department standards. 
• Conducts proactive outbound calling efforts to ensure customer satisfaction, complete audits, and review access & documentation. 
• Enhances customer relationships by proactively uncovering needs and offering appropriate products and services. 
• Follows established procedures to prevent losses and contribute positively to profitability.  
• Assists internal/external customers utilizing applications including (but not limited to): 
• Business Online Banking, ACH Origination, Positive Pay, Remote Merchant Capture, Profit-First Account Organization, IntraFi Account Needs, Fraud Review and Merchant Card Processing.