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Digital Solutions Specialist

Digital Solutions Specialist

Community National BankMidland, TX, United States
Hace 4 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job Details

Job Location

Headquarters - Midland, TX

Position Type

Full Time

Job Category

Banking

Description

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 :

  • Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
  • Install Digital Banking products at the Customers office and train the Customer and / or their personnel in using the products.
  • Review and execute contracts with the Customer as required.
  • Cross-sell other services of the Bank during the on-site visit.
  • Test and aid in the development of new products and services. Communicate regularly with core processor.
  • Work closely with merchant services provider to properly educate bank personnel and clients on merchant services program.
  • 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.
  • Assess Digital Banking products and services to ensure that the needs of potential and existing customers are met, for example

Treasury Services, Digital Wallets, and Merchant Services.

  • Personal & Business Online Banking issues
  • Various Reports
  • Extensive telephone assistance with customers
  • Annually review Treasury Customers
  • Call on potential and existing customers to develop new business, expand existing business, maintain good customer relations, and ensure proper servicing.
  • Train lending and branch personnel on all Digital Banking products and services. Prepare training materials ranging from PowerPoint presentations to informational packets.
  • Assist Management of CNB with digital banking related projects.
  • Maintain regular and punctual attendance.
  • Work cooperatively with others.
  • Work overtime as needed.
  • Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.

    • Qualifications

    Working Conditions :

  • This job operates in a professional office environment requiring appropriate business attire.
  • Loud noise level produced by bank equipment.
  • Considerable effort and eyestrain from continuous computer use.
  • Work in open area, requiring strong job performance with high levels of distractions.

    • Travel :

  • Travel to customer offices to install Business advantage products 30% of the time will require reliable transportation.

    • Physical requirements :

  • Move office equipment, and files weighing 10+ pounds
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • Must be able to remain in a stationary position for long periods of time to process work.

    • Skills and Abilities Required :

  • Ability to adapt to technological changes and apply new knowledge to responsibilities.
  • Ability to deal effectively and tactfully with customers and the personnel of other departments.
  • Good knowledge of computer-generated reports and procedures as they affect departmental operations.
  • Ability to type and above average aptitude for figures.
  • Ability to make good judgments in order to make appropriate on the spot decisions following standard office policies and past precedents.
  • Excellent problem-solving skills to properly handle customer problems and determine whether request for confidential information should be furnished or refused.
  • Broad knowledge of departmental operations, policies, procedures, and computer-generated reports
  • Ability to function well in a high-paced and at times stressful environment.

    • Certification / Education and Experience :

  • Computer skills : Windows, MS Word, Excel, PowerPoint, typing and 10-key.
  • Six months to one year Banking experience preferred.
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    Digital Specialist • Midland, TX, United States