Digital Solutions Specialist

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.
• Load 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.