Retail Deposit Support Specialist jobs in United States
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Carter Bank · 17 hours ago

Retail Deposit Support Specialist

Carter Bank is focused on supporting deposit growth and relationship management objectives, and they are seeking a Retail Deposit Support Specialist. This role involves managing sales leads, ensuring data integrity, and providing analytical insights to drive strategic deposit campaigns.

BankingCredit CardsFinanceFinancial Services

Responsibilities

Manage the full lifecycle of sales and relationship management leads, from creating to assignment to tracking and reporting
Ensure timely and accurate distribution of leads to retail associates through system administration
Maintain data integrity within the lead management system and recommend enhancements to improve functionality and user experience
Provide administrative support for Retail Deposit Strategy team
Prepare communications, presentations, and studies using business cases, data analysis, and industry intelligence
Collaborate and partner with Retail Leadership and Marketing to support deposit growth initiatives, campaigns, and targeted outreach strategies
Provide insights based on campaign performance metrics and data trends
Troubleshoot system issues and coordinate with internal partners or vendors as needed
Identify opportunities to improve efficiency in lead assignment, tracking, and reporting processes
Provide essential analysis and reporting for channel optimization programs, strategic initiatives, and implementations
Assist with development and delivery of training, as needed

Qualification

Banking software proficiencyData analysisProject managementData visualizationPresentation skillsMicrosoft OfficeVerbal communicationWritten communicationCritical thinking

Required

High school diploma or equivalence required
Prior banking experience
Intermediate proficiency with banking software and systems
Intermediate project management skills
Intermediate critical thinking
Intermediate analysis skills
Basic proficiency with Microsoft Office
Intermediate data visualization skills
Intermediate presentation skills
Intermediate verbal and written communication skills
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 10 pounds
May be asked to work supplemental hours periodically
Travel may be required during and after business hours including occasional overnight stays

Company

Carter Bank

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Carter Bank is a community bank that offers loans, credit cards, personal, and business banking services.

Funding

Current Stage
Late Stage

Leadership Team

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Rich Spiker
Senior Executive Vice President, Chief Lending Officer
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Tony Kallsen
Senior Executive Vice President & Chief Credit Officer
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Company data provided by crunchbase