Remote Banker II

Cadence Bank - Hoover, AL

Full-time - Entry Level

Remote - Hoover, AL

Credit Intermediation and Related Activities

About the position

The Remote Banker II position focuses on helping clients achieve financial well-being through meaningful customer relationships and a comprehensive understanding of banking services. The role involves processing transactions, cross-selling products, and providing service support in a remote environment using various communication technologies. The banker will also analyze and promote digital channels to enhance customer experience and improve banking processes.

Responsibilities

• Prepare a strategic personalized financial approach to develop and expand each client relationship through advisory conversations.
• Systematically work an assigned portfolio of existing bank clients to uncover needs and sell additional appropriate deposit and loan products.
• Support branches as a liaison for clients in both virtual and physical settings.
• Leverage digital tools and technology to enhance client relationships and improve bank processes.
• Manage the inbound call queue for new and existing clients for account inquiries.
• Initiate outbound calls to existing business clients to identify needs for additional services.
• Set up new accounts reviewed and approved by the Online Account Origination team.
• Drive financial conversations with clients to determine needs and provide appropriate solutions.
• Identify referral opportunities to ensure full client relationships.
• Maintain and build relationships through proactive outreach.
• Collaborate with groups in person and digitally.
• Support the Branch Banking team with specific projects or initiatives.
• Be a subject matter expert on online products, processes, and services, and assist in training new teammates.
• Demonstrate strong problem resolution and customer service skills.
• Maintain compliance with all applicable bank regulations.
• Engage in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
• Adapt to the evolving needs and responsibilities of the Remote Banking team.

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.
• Strong organizational skills with attention to detail.
• Excellent written and verbal communication skills.
• Ability to solve problems and nurture client relationships.
• Good understanding of Cadence's products and services.
• Ability to lift up to twenty-five (25) pounds.
• S.A.F.E. registration required at the time of employment.

Nice-to-haves

• Experience in digital banking services.
• Familiarity with financial literacy initiatives.

Benefits

• Health insurance
• 401k plan
• Paid holidays
• Flexible scheduling
• Professional development opportunities