General Summary:
Under direct supervision of management, this position services existing customers, acquiring new business and in maintaining all Digital Banking services through evaluating current and new services.
Principal Responsibilities and Duties:
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Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
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Install Digital Banking products at the Customers office and train the Customer and/or their personnel in using the products.
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Review and execute contracts with the Customer as required.
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Cross-sell other services of the Bank during the on-site visit.
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Test and aid in the development of new products and services. Communicate regularly with core processor.
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Work closely with merchant services provider to properly educate bank personnel and clients on merchant services program.
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Follow through on referrals and develop leads in order to promote and sell service, negotiate rates, and continue to provide customer service when technical issues arise.
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Assess Digital Banking products and services to ensure that the needs of potential and existing customers are met, for example
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Treasury Services, Digital Wallets, and Merchant Services.
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Personal & Business Online Banking issues
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Various Reports
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Extensive telephone assistance with customers
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Annually review Treasury Customers
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Call on potential and existing customers to develop new business, expand existing business, maintain good customer relations, and ensure proper servicing.
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Train lending and branch personnel on all Digital Banking products and services. Prepare training materials ranging from PowerPoint presentations to informational packets.
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Assist Management of CNB with digital banking related projects.
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Maintain regular and punctual attendance.
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Work cooperatively with others.
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Work overtime as needed.
- Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.
Working Conditions:
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This job operates in a professional office environment requiring appropriate business attire.
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Loud noise level produced by bank equipment.
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Considerable effort and eyestrain from continuous computer use.
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Work in open area, requiring strong job performance with high levels of distractions.
Travel:
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Travel to customer offices to install Business advantage products 30% of the time will require reliable transportation.
Physical requirements:
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Move office equipment, and files weighing 10+ pounds
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Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
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Must be able to remain in a stationary position for long periods of time to process work.
Skills and Abilities Required:
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Ability to adapt to technological changes and apply new knowledge to responsibilities.
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Ability to deal effectively and tactfully with customers and the personnel of other departments.
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Good knowledge of computer-generated reports and procedures as they affect departmental operations.
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Ability to type and above average aptitude for figures.
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Ability to make good judgments in order to make appropriate on the spot decisions following standard office policies and past precedents.
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Excellent problem-solving skills to properly handle customer problems and determine whether request for confidential information should be furnished or refused.
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Broad knowledge of departmental operations, policies, procedures, and computer-generated reports
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Ability to function well in a high-paced and at times stressful environment.
Certification/Education and Experience:
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Computer skills: Windows, MS Word, Excel, PowerPoint, typing and 10-key.
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Six months to one year Banking experience preferred.
