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JOB FUNCTION / SUMMARY:
The Digital Relationship Banker is responsible for the integrated delivery of a broad range of both digital and non-digital banking products to include: Consumer loan and deposit products, Small Business loan and deposit products, while working closely with business partners to ensure annuity, brokerage, trust, mortgage and insurance needs are identified. Experienced banker with expertise in digital banking and lending as well as general business practices such as sales and service. This position assists in the daily operations, execution and support of inbound/outbound phone-based retention and sales efforts and is expected to build relationships, which may lead to sourcing additional products and services through outbound phone activities and the consultative sales process.
Digital Banker is highly involved in Digital feature delivery across multiple Digital channels to include ongoing product development and process improvement efforts to provide a high level of client service, and may be responsible for identifying, testing, and delivering new products and services.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Relationship management of the assigned book of business by applying learned skills in using comprehensive profiling/discovery techniques, and relationship tools to meet all complex digital personal, small business, lending and investments needs to best support clients and achieve a personal client relationship experience while ensuring maximized expected sales and 5 Star Service.
- Provides deposit services, account maintenance and manages full client relationships ensuring exceptional client service in addition to client outreach for verification, onboarding and consultative sales.
- Requires ability to proactively build relationships, retain and consultatively sell over the phone while navigating a computerized data entry system or other relevant applications.
- Proactively and consultatively sell over the phone and navigates computerized data entry system or other relevant applications.
- Maintains regular calling program on clients in order to generate high quality new deposit and loan business from new and existing clients to achieve or exceed targets.
- Assesses client needs and suggest/promote alternative products or services through defined sales process.
- Actively utilizes Sales Relationship Management systems with calls, pipeline activities and sales results.
- Generates external sales with new clients and screens leads following established policies and procedures to attain new revenue generating relationships.
- Accountable for attainment of goals set forth by management for growth in loans, deposits, client outreach and other consumer products and services such as online/mobile banking, credit cards and partnering throughout bank to generate and make referrals for client alignment with the appropriate channel.
- Maintains a clear product and service knowledge skill set to adequately meet the business and personal needs of the business to effectively establish rapport, analyzes needs and offers the correct product solution.
- Business analyst for Core Retail Bank to include sales reporting and dashboards.
- Provides guidance and expertise for all things digital to all business partners.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- High School Diploma or general education degree (GED) is required
- Bachelor's degree preferred (preferably in a business related field) from a four-year college or university or equivalent experience.
- 3+ years of retail/Financial Center banking experience.
- 1+ years of previous success in sales or as an individual contributor.
- Proven ability to form and expand client relationships.
- Proficiency in operating and to navigating multiple banking systems and applications, and utilize search tools to find information
- This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results.
- Advanced knowledge of applicable banking products and regulations
- Experience leading or participating in events and activities for local networks or professional organizations, such as the chamber of commerce, professional business groups, or chapters of national organizations such as the United Way.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
