Remote Banker II- Teammate Banking

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About the position

Responsibilities

  • Prepare a strategic personalized financial approach to develop and expand each client relationship through advisory conversations.
  • Systematically work an assigned portfolio of new and existing bank employees to uncover needs, develop profiles and sell additional appropriate deposit and loan products.
  • Leverage digital tools and technology to add value to client relationships and improve bank processes related to the digital channel.
  • Manage the inbound call queue for new and/or existing clients for new account inquiries and loan application requests.
  • Educate teammates on the benefits and features of the bank's consumer banking products and services.
  • Drive financial conversations with internal clients and prospects to determine needs and provide appropriate solutions.
  • Identify referral opportunities to ensure full client relationships and add value catered to individual clients.
  • Maintain and build relationships through proactive outreach, occasionally through non-financial conversation.
  • Collaborate with small or large groups, both in person and digitally.
  • Support the Branch Banking team through the execution of specific projects or initiatives.
  • Be a subject matter expert on online products, processes, and services.
  • Assist with training new Remote Banking teammates on systems, processes, and procedures.
  • Demonstrate strong problem resolution and customer service skills.
  • Maintain compliance with all bank regulations that apply to the position.
  • Create a positive impact within the communities served by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.

Requirements

  • High school diploma or equivalent required.
  • Bachelor's degree, Associates degree or equivalent work experience preferred.
  • 1-2 years of banking or comparable experience with a track record of outstanding customer service preferred.
  • Experience in digital delivery of customer sales and service is a plus.
  • Ability to pay close attention to detail.
  • Strong organizational skills with enhanced attention to detail and follow-through.
  • Excellent written and verbal communication skills.
  • Good understanding of Cadence's products and services.
  • Ability to lift up to twenty-five (25) pounds.
  • This position requires S.A.F.E. registration at the time of employment.

Nice-to-haves

  • Experience in digital delivery of customer sales and service.

Benefits

  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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