Banker

• 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

Explore Digital Relationship Banker at Climate First Bank. Review requirements and application details.

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