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Digital Relationship Banker
Climate First Bank. Promote consumer lending, deposit gathering and non-interest income initiatives for the Digital Branch .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in digital banking systems and consumer lending, with a strong focus on client relationship management and business development. Proficient in compliance with financial regulations and committed to sustainability practices.
Highest-signal resume keywords
Digital Banking Systems KnowledgeClient Relationship ManagementBusiness Development SkillsCompliance with BSA, AML, CIP, and OFACConsultative Sales Understanding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consumer LendingDeposit GatheringDigital Client OnboardingFinancial Products KnowledgeUser Story WritingCampaign TrackingProject DocumentationSales Campaign SupportData AnalysisRegulatory Compliance
Soft Skills
Customer ServiceCommunication SkillsRelationship BuildingOrganization SkillsAttention to Detail
Tools & Technologies
Monday.comDigital Banking TechnologySocial Media PlatformsVirtual Communication ToolsCustomer Relationship Management Software
Industry Keywords
Consumer LendingDigital BankingFinancial RegulationsSustainability PracticesEnvironmental Justice
About the role
Key responsibilities & impact- Promote consumer lending, deposit gathering and non-interest income initiatives for the Digital Branch
- Deliver high-touch, personalized customer service through virtual interactions
- Facilitate digital client onboarding and support
- Build new client relationships, initiate and renew loans, and acquire deposits
- Maintain ownership of customer inquiries and resolve issues using internal resources as needed
- Leverage the bank’s product and service portfolio to exceed customer expectations
- Provide full-service banking with a focus on growing deposits and consumer lending
- Promote banking opportunities that can develop into strategic relationships
- Collaborate with internal business partners to expand products and services, deepen relationships and improve retention
- Assist with digital-channel marketing strategies for new products and services
- Promote the bank’s image in the community and on social media
- Assist with solar lending and other values-aligned products through the Digital Channel
- Support sales campaigns, digital banking technology rollouts, internal training and adoption
- Define detailed requirements, write user stories and help prioritize the backlog in Monday.com
- Conduct user surveys and collaborate with designers and engineers on scalable, customer-centric solutions
- Track campaign results and report insights to stakeholders
- Assist with documentation and project approvals
- Question suspicious activity and collaborate with Compliance on potentially fraudulent activity
- Stay informed on legal and regulatory requirements and complete web-based compliance and IT training
Requirements
What you’ll need- Progressive experience in a client-centric, high-volume role, ideally in a remote environment
- Comprehensive knowledge of bank digital banking systems
- Proven, consistent achievement of business growth goals and financial targets
- Ability to work independently under limited direction and supervision
- Independent judgment, accuracy and attention to detail
- Strong organization, multitasking and time-management skills
- Confident, precise and professional communication across in-person, camera, phone and chat channels
- Relationship-building, business-development, influencing and decision-making skills
- Strong knowledge of financial products, services, applicable regulations and laws, or willingness to pursue education promptly
- Understanding of consultative sales
- Ability to learn new tools quickly and leverage technology
- Ability to comply with BSA, AML, CIP and OFAC requirements
- Commitment to environmental, social, economic and racial justice
- Willingness to pursue education related to sustainability practices
- Willingness to learn and follow bank policies, procedures and regulations
- Must affirm being a non-smoker or commit to cessation within 90 days of offer acceptance
- Must be authorized to work in the United States; employer participates in E-Verify
- Ability to sustain standing and sitting, communicate frequently, use a PC and type, maintain sustained attention to a monitor, and occasionally lift up to 20 lbs.
Benefits
Comp & perks- Annual bonus, incentives and equity may be available
- Medical, dental and vision coverage; employee coverage 100% paid by the employer and employer contribution toward dependents
- Health Savings Account (HSA)
- Free telemedicine access via Teladoc
- 401(k) with 6% employer match and no vesting period
- Employee stock options and grants
- Exclusive employee banking perks
- 0% financing for employee solar loans
- Employee-only mortgage product with exclusive/below-market interest rates and terms
- 0% financing for eligible electric and hybrid vehicles (EVs)
- Referral incentives
- 2–4 weeks of vacation plus additional tenure-based time
- 64 hours of paid sick time for eligible/full-time employees
- Company-paid life insurance
- Short- and long-term disability insurance
- Voluntary life, accident and critical illness coverage
- Employee Assistance Program (EAP) with free counseling, legal and financial services