Digital Banker

Hills Bank • Hills, IA • 17h ago

131 Main St, Hills, IA 52235, USA | Hourly | 18.50 per hour | Full Time

This position is eligible for a Spanish proficiency pay differential

SCHEDULE: Full-time ; Monday through Friday (8:00 am- 5:00 pm), and every third Saturday morning. Average of 40 hours/week.

LOCATION: 131 Main St, Hills, IA 52235

BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!

SCOPE:

Will lead the Hills Bank vision "Customers for Life" through implementing customer service strategies and support across all delivery channels, with a passion for developing digital customer experiences. This position will focus on managing customer relationships and providing exceptional service in a digital channel.

ACCOUNTABILITIES:

Digital Customer Strategy:

Service customers in the digital channel of their choice. This includes creating customer-focused best practices using the systems the bank provides, and providing recommendations for enhancements and changes that may be needed.

Document knowledge based items for others to use when assisting customers so that others in the bank and new support staff can best assist them. This can include but is not limited to:

Current bank products and services offered (Hills Bank Online, Apple Pay, 401K access)

Use of third party products and services (Quicken, Acorns, Xero)

Appropriate personal information to better connect and strengthen the customer relationship.

Be a resource for the Contact Center and branch staff with regard to digital services used by our customers.

Implement new digital/social channels in order to meet changing customer experience expectations.

Sales and Service:

Support the Bank's overall sales efforts through direct sales of deposit products, consumer loans, and related services.

Identify banking needs and recommend solutions for both prospective and current customers

Accurately and efficiently open various @types of deposit accounts, such as checking, savings and money market accounts, certificates of deposit, and complementary services for consumer relationships.

Effectively handle credit card and consumer lending requests.

Acquire the necessary product, compliance, and systems knowledge and use it to accurately and efficiently handle IRAs and open various @types of deposit accounts and complementary services for non-personal and fiduciary relationships

Handle banking transactions in the channel that the customer contacts us through, in a timely and responsive manner.

Understand and become proficient in various technology operating platforms, browsers, and devices.

Handle both routine and advanced maintenance, service and support requests, and customer inquiries regarding digital services offered by the bank.

Perform customer follow-up and onboarding activities for customers who open new digital accounts. Make use of automation tools and processes, in addition to unique personal interaction.

Complete training and begin handling home equity lending requests.

Relationship Management:

Develop, manage, and grow customer relationships through ongoing contacts, recognition of key life events, needs-based cross-selling, etc.

Provide assistance and insight into how customers can succeed in their financial life and how Hills Bank can assist the customer to reach their goals. This includes identifying banking needs and recommending solutions.

Utilize the Bank's Customer Relationship Management (CRM) system to plan for and personalize customer interactions and help develop corporate memory, manage referrals, and maintain appropriate entries regarding opportunities and interactions with customers.

Proactively reach out to customers through one-on-one contacts, larger retail campaigns, and product promotions throughout the year. This effort will include interacting with customers through the Engage platform.

Work within defined banking processes, such as GREAT customer service expectations, the 5 Step Retail Banking Conversation Model, Quarterly Action Plans, and New Relationship/New Account Onboarding to help ensure a consistent, positive experience for customers and success for your branch team.

Growth and Development:

Acquire the necessary knowledge about bank products and services, and other departments' and coworkers' functions in order to be able to refer customers appropriately, in order to create a seamless digital to physical experience. Maintain ownership of and follow-up on any hand-offs or referrals to ensure that the customer needs have been met.

Complete quarterly 90 day plan to define goals, develop sales strategies and measure results.

Work through Digital Banker Career Path to grow skill sets and product knowledge to assist customers.

Other Duties:

Actively participate in office, bank and community events.

Maintain educational and professional expertise through attendance at internal and/or external educational opportunities.

Perform other duties as assigned.

EDUCATION AND SPECIAL REQUIREMENTS:

High school diploma required. Prefer an associate's degree (AA) from a two-year college or technical school or bachelor's degree.

Prefer 1 or more years of experience in a related position.

Must be able to successfully meet the requirements of the SAFE Act including registering with the Nationwide Mortgage Licensing System & Registry and maintaining their unique identifying number.

Must successfully complete required training.

Must be able to work additional evening and Saturday hours as required.

This person will need experience in use of various mobile devices and an understanding of IOS and Android operating systems.

This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Must have working knowledge of Microsoft Word, Excel and PowerPoint.

EQUAL OPPORTUNITY EMPLOYER

Similar Jobs

Mortgage Title Specialist

Hills Bank • Coralville, IA • 2d ago

Finance, Accounting & Banking

1009 2nd Street, Coralville, IA, USA | Full Time SCHEDULE: Full-time ; Monday through Friday (8:00 am- 4:30 pm) or (8:30 am- 5:00 pm) with overtime as needed. Average 40 hours/week LOCATION: 1009 2nd St, Coralville, IA 5...

2d ago

Go to Apply

Administrative Assistant- Bookkeeper

Agriland FS • Washington, IA • 3d ago

Finance, Accounting & Banking

425 IA-92, Washington, IA, USA | Pay based on experience | Full Time | Health, Dental, vision insurance along with short term medical leave, Excellent company paid Pension that can replace up to 52% of your income + 401K...

3d ago

Go to Apply

Client Relationship Consultant 2 (Banker) - Southwest Iowa City (35 hrs) (Sign-On Bonus $1,500)

U.S. Bank • Iowa City, IA • 3d ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

3d ago

Go to Apply

Adjudicator, Provider Claims-Ohio-On the Phone

Molina Healthcare • Iowa City, IA • 1w ago

Finance, Accounting & Banking

Job Description Job Summary The Provider Claims Adjudicator is responsible for responding to providers regarding issues with claims, coordinating, investigates and confirms the appropriate resolution of claims issues. Th...

1w ago

Go to Apply

Adjudicator, Provider Claims

Molina Healthcare • Iowa City, IA • 1w ago

Finance, Accounting & Banking

JOB DESCRIPTION Job Summary Provides support for provider claims adjudication activities including responding to providers to address claim issues, and researching, investigating and ensuring appropriate resolution of cl...

1w ago

Go to Apply

Accounting Assistant

Robert Half • Iowa City, IA • 1w ago

Finance, Accounting & Banking

Description We are looking for an Accounting Assistant to join our team in Iowa City, Iowa. This is a long-term contract position that offers an exciting opportunity to contribute to vendor management and financial opera...

1w ago

Go to Apply

Benefits & Payroll Manager

Care Initiatives • West Branch, IA • 1w ago

Finance, Accounting & Banking

Crestview Specialty Care , a 65-bed long-term care skilled nursing community located in West Branch, IA, is now hiring! Are you a compassionate Administrative Professional looking to make a meaningful difference in the l...

1w ago

Go to Apply

Mortgage Post Closing Intern

University of Iowa Community Credit Union • North Liberty, IA • 2w ago

Finance, Accounting & Banking

Position Summary GREENSTATE INTERNSHIPS: GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct suppo...

2w ago

Go to Apply

Digital Banking Supervisor

Hills Bank • Hills, IA • 3w ago

Finance, Accounting & Banking

131 Main St, Hills, IA 52235, USA | Full Time SCHEDULE: Full-time ; Monday through Friday (8:00 am - 5:30 pm), and every 3rd Saturday morning. LOCATION: 131 E Main St, Hills, IA 52235 BENEFITS: Our employees are our most...

3w ago

Go to Apply

Universal Banker

Berkshire Bank • Feeding Hills, MA • 3w ago

Finance, Accounting & Banking

Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on fa...

3w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.