Business Online Specialist
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-28
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Customer Service/HelpDesk
Bank Customer Service, Bilingual -
Finance & Banking
Bank Customer Service
The Customer Care Business Online Specialist is the primary contact for Business Online Banking customers. The position will take incoming calls, make outbound calls, return voicemails, and send and respond to emails. The incumbent will provide customer support for routine and complex issues for many services, including but not limited to:
Consumer online banking, loan questions, debit card questions/issues, online account opening, general loan servicing, and general account questions.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Provide customer support for routine to complex issues for several services, including consumer online banking, loan questions, debit card questions/issues, online account opening, and general account questions.
- Take incoming calls, make outbound calls, and return voicemails.
- Resolve customer issues involving bank products and services.
- Record customer inquiries by documenting inquiry and response in customers’ accounts.
- Identify potential leads to forward to Sales teams.
- Collaborate with other Customer Care team members to improve customer service.
- Inform customers of new bank products and services and make recommendations based on their needs.
- Show patience and a caring attitude with all customers. Assist the Customer Care team as a subject matter expert for the department.
- Troubleshoot and guide business customers through their day-to-day capture and upload of data files to Home Trust Bank.
- Provide basic troubleshooting of Mac/PC software compatibility issues.
- Provie basic troubleshooting of check scanners.
- Maintain confidentiality and security of sensitive information.
- Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
- Complete all mandatory annual compliance training.
- Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti‑Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
- Perform other duties and special projects as assigned.
Education:
- High school diploma or equivalent required.
- 1-2 years of call center experience in banking.
- Experience assisting customers with business banking services and solutions.
- Experience with troubleshooting techniques and guiding customers to solutions.
- Experience with ACH, Wires, and Positive Pay.
- Experience with Commercial Center/Business Center.
Home Trust Bank, founded in 1926, is a North Carolina chartered, community‑focused financial institution committed to providing value‑added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Learn more at Apply today to take your first steps towards joining this talented population of employees within a growing organization.
Work Environment,Physical Requirements
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Home Trust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
- This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
- Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
- Physical activity requiring reaching, sifting, lifting to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
- The employee will frequently communicate and must be able to exchange accurate information with others.
- The employee may need to move around their office to attend meetings and to access files, machinery, or other job‑related tools.
DISCLAIMER:
Home Trust Bank is an evolving…
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