What are the responsibilities and job description for the Digital Solutions Specialist position at Community National Bank?
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
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.
- 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 to customer offices to install Business advantage products 30% of the time will require reliable transportation.
- 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.
- 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.
- Computer skills: Windows, MS Word, Excel, PowerPoint, typing and 10-key.
- Six months to one year Banking experience preferred.
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