Remote Banker II- Teammate Banking

About the position

Responsibilities

• Prepare a strategic personalized financial approach to develop and expand each client relationship through advisory conversations.
• Systematically work an assigned portfolio of new and existing bank employees to uncover needs, develop profiles and sell additional appropriate deposit and loan products.
• Leverage digital tools and technology to add value to client relationships and improve bank processes related to the digital channel.
• Manage the inbound call queue for new and/or existing clients for new account inquiries and loan application requests.
• Educate teammates on the benefits and features of the bank's consumer banking products and services.
• Drive financial conversations with internal clients and prospects to determine needs and provide appropriate solutions.
• Identify referral opportunities to ensure full client relationships and add value catered to individual clients.
• Maintain and build relationships through proactive outreach, occasionally through non-financial conversation.
• Collaborate with small or large groups, both in person and digitally.
• Support the Branch Banking team through the execution of specific projects or initiatives.
• Be a subject matter expert on online products, processes, and services.
• Assist with training new Remote Banking teammates on systems, processes, and procedures.
• Demonstrate strong problem resolution and customer service skills.
• Maintain compliance with all bank regulations that apply to the position.
• Create a positive impact within the communities served by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.

Requirements

• High school diploma or equivalent required.
• Bachelor's degree, Associates degree or equivalent work experience preferred.
• 1-2 years of banking or comparable experience with a track record of outstanding customer service preferred.
• Experience in digital delivery of customer sales and service is a plus.
• Ability to pay close attention to detail.
• Strong organizational skills with enhanced attention to detail and follow-through.
• Excellent written and verbal communication skills.
• Good understanding of Cadence's products and services.
• Ability to lift up to twenty-five (25) pounds.
• This position requires S.A.F.E. registration at the time of employment.

Nice-to-haves

• Experience in digital delivery of customer sales and service.

Benefits

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.