Digital Banker

Climate First Bank; Orlando (FL); Hybrid; USD 40,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Employer paid medical, vision and dental insurance

Employer paid disability and life insurance

Employee Stock Options

Employee only rates for certain loan products

Working with a dedicated team

Opportunities for growth

Job summary

Join a forward-thinking bank dedicated to making a positive impact on the environment and community. As a Digital Banker, you'll be at the forefront of promoting consumer lending and deposit initiatives, ensuring exceptional client experiences in a dynamic digital environment. This role offers the chance to build meaningful relationships while supporting the bank's mission of sustainability and community growth. With a competitive compensation package and a collaborative team atmosphere, this position is perfect for those eager to make a difference in the financial sector. Embrace the opportunity to grow your career in a supportive and innovative setting!

Qualifications

• Strong customer service skills with a focus on client satisfaction.
• Experience in banking and knowledge of digital banking products.

Responsibilities

• Provide personalized customer service through virtual interactions.
• Facilitate digital client onboarding and support.

Skills

Customer Service

Sales

Communication

Banking Experience

Efficiency and Organization

Team Spirit

Education

Knowledge of financial products

Tools

Digital Banking Systems

Monday.com

Job description

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our Digital Branch as a Digital Banker and take your career to a level unattainable in a traditional bank environment! The Digital Banker promotes the Bank’s consumer lending, deposit gathering and non-interest income initiatives for the Digital Branch. This role represents the true voice of the client and will be at the forefront of delivering a superior experience to our clients. The primary objective of this role is to establish new whole relationships through building connections, initiating and renewing loans, and acquiring deposits. This role will participate and assist management with any sales campaigns and new digital banking technology rollouts, internal training, support, and adoption.

We are looking for multiple candidates for both a remote and hybrid setting. Candidates for the hybrid roles must be local to Central Florida and able to travel to one of our physical branches as needed, often at short notice. Please send a resume to apply.

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• Employee Stock Options
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth!

Primary Responsibilities:

• Customer Service - Provide high touch personalized customer service through daily virtual interactions with the client base. Conduct user surveys and collaborate with designers and engineers to identify efficient/scalable customer-centric solutions that drive user satisfaction, conversion rates, and automation.
• Client Onboarding - Facilitate digital client onboarding and support.
• Mission Objectives - Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.
• Marketing & Sales - Provide full-service banking to digital clients with primary focus on increasing the bank’s deposit and consumer lending base. Promote new banking opportunities that could be developed into high value strategic relationships. Assist with marketing strategies as they are related to introducing new products and services to prospective customers via the Digital Channel. Track the results of all campaigns and report insights to stakeholders.
• Customer Retention - Work closely with internal business partners to expand products and services per customer to deepen customer relationships and increase customer retention.
• Solar Lending - Assist with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.
• Development Team Support - Work with the development team to define detailed requirements, write user stories and help prioritize the backlog on Monday.com.

Requirements:

• Customer Service - True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
• Sales - Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs. Competitive desire to consistently achieve and exceed business growth goals and financial targets.
• Communication - Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
• Banking Experience - Comprehensive knowledge of digital banking systems and products and experience working in a bank environment. Educated in financial products and services, banking regulations and laws.
• Training, Learning and Technology - Ability to quickly learn, adopt, and use new technology.
• Efficiency and Organization - A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one’s tasks and workflow.
• Work Environment - Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with limited direction and supervision that requires high accountability for one’s work product and excellent independent judgement.
• Team Spirit - Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.

Physical Demands:

• Sustained standing and sitting.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.