Digital Banking Relationship Expert

Climate First Bank; United States; Remoto; USD 52.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with employer match

Employee stock options

Generous paid time off

Descrizione del lavoro

Climate First Bank is seeking a Digital Relationship Banker to promote consumer lending, deposits, and non-interest income through the Digital Channel. You will build relationships by onboarding digital clients, facilitating loans, and expanding deposits while delivering a high-touch, customer-centric experience.

You will participate in campaigns, training, and the rollout of new digital banking technology, collaborating with internal partners to expand offerings and improve user satisfaction.

Competenze

• Excellent customer service with a client-first mindset.
• Experience promoting digital onboarding and onboarding workflows.
• Ability to write clear user stories and prioritize product backlogs.

Mansioni

• Provide high-touch customer service to digital banking clients.
• Support solar lending and values-aligned products.
• Document requirements and help prioritize backlog with the development team.
• Assist with campaigns, training, and adoption of new digital banking tools.
• Promote the bank’s products and services to deepen relationships.

Conoscenze

Customer service

Digital onboarding

Backlog prioritization

Documentation

Strumenti

Monday.com

Descrizione del lavoro

Climate First Bank is seeking a Digital Relationship Banker to promote consumer lending, deposits, and non-interest income through the Digital Channel. You will build relationships by onboarding digital clients, facilitating loans, and expanding deposits while delivering a high-touch, customer-centric experience.

You will participate in campaigns, training, and the rollout of new digital banking technology, collaborating with internal partners to expand offerings and improve user satisfaction.