What are the responsibilities and job description for the Business Banking Support Specialist position at Central Bank?
Position Summary
Be the primary individual that provides support of commercial banking services product installation and implementation within the bank, its branches, and customer locations. Requires the ability to exercise independent judgment with moderate supervision. Provides support for all department products and services, customer service, upselling, and on-site customer training. This position performs a variety of administrative duties in support of certain products. Works closely with other departments within the Holding Company to meet required deadlines. Assists all department customers any way possible within their scope of judgment or refer to management. Explores customer needs and cross-sells services that are in the best interest of the customer. Makes appropriate referrals to other business units for traditional and non-traditional banking products and services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
Essential Duties And Responsibilities
Follows through on customer, Business Banking sales representatives, and management requests for customer product or service set up, changes, additions, and training. Assists on any other problems and issues with Business Banking products and services. Explains procedures and regulations to ensure all department customers meet and understand compliance requirements.
Provides support for the department products and services, special projects, customer service, upselling, on-site customer training, and work closely with senior management when required.
Supports efforts in the growth and development of marketing programs for new commercial banking products and services.
Works with other departments within the Holding Company, bank, branch facilities and customers to solve problems and keep appropriate documentation current.
Provides support in reaching departmental goals and budget controls.
Ensures all reports, bills, and upgrades pertaining to products or services for the department are done in accordance with instructions given or due dates given.
Maintains a positive relationship with clients to ensure financial needs are met and expectations exceeded.
Assists on calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients.
Acquires and maintains a thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas evidenced by appropriate application of these regulations in day-to-day operations.
Demonstrates the highest level of professionalism, effectiveness and efficiency. Consistently demonstrates proficiency in providing exemplary customer service in person and by telephone.
Actively listens to customers and maintains a friendly, positive and professional attitude and resolves difficult situations with tact and diplomacy.
Develops and maintains a thorough knowledge of Central Bank services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual.
Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank recordkeeping requirements.
Actively participates in sales referral program; attends appropriate referral training; utilizes referral program initiatives; works with management to set referral goals and works to achieve targeted goals. Makes effective referrals to business units for traditional and non-traditional banking products and services.
Completes or attends all required training.
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Position Requirements
High school education or equivalent combination of education, training and experience that provides the required knowledge, skills and abilities. Previous experience in cash management, wire services or related area is desirable. General background in bank policies, procedures, and banking regulations (state and federal); knowledge of bank products and services preferred.
Ability to read, write, and speak English. Excellent verbal, listening and communication skills. Strong customer relations skills and ability to work with employees and customers in a cooperative manner. Ability and desire to work as part of a team, and with people of diverse backgrounds
Demonstrated skill in customer service and training. Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities to refer, retain and grow customer relationships. Ability to use and have a strong understanding of Word documents, Excel spreadsheets and Outlook email and scheduling.
Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, recordkeeping and filing methods; basic math calculations.
Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities and retain and grow customer relationships.
Strong organizational skills and attention to detail.
Possess good judgment skills. Ability to make decisions, work independently, handle confidential information and manage multiple tasks.
Willingness to work flexible hours as needed.
Willingness To Assume Additional Responsibilities/duties/projects As They Arise.
Ability to operate office equipment including computers, calculators/adding machines, telephones, voicemail, copy/printer machines and security devices.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to drive a vehicle. Must maintain a current, valid driver’s license and an acceptable driving record for bank insurance purposes.
Physical And Sensory Demands
Regularly required to sit; stand; walk; talk; see and hear. Regularly required to use hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms. Occasionally required to stoop, kneel, or crouch.
Frequently lifts and/or move up to 20 pounds. Specific vision abilities include close vision.
Working Conditions
Works is normally performed in a typical interior/office work environment. The individual experiences little discomfort from noise, dust or other factors.
Physical demands and working conditions described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Be the primary individual that provides support of commercial banking services product installation and implementation within the bank, its branches, and customer locations. Requires the ability to exercise independent judgment with moderate supervision. Provides support for all department products and services, customer service, upselling, and on-site customer training. This position performs a variety of administrative duties in support of certain products. Works closely with other departments within the Holding Company to meet required deadlines. Assists all department customers any way possible within their scope of judgment or refer to management. Explores customer needs and cross-sells services that are in the best interest of the customer. Makes appropriate referrals to other business units for traditional and non-traditional banking products and services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
Essential Duties And Responsibilities
Follows through on customer, Business Banking sales representatives, and management requests for customer product or service set up, changes, additions, and training. Assists on any other problems and issues with Business Banking products and services. Explains procedures and regulations to ensure all department customers meet and understand compliance requirements.
Provides support for the department products and services, special projects, customer service, upselling, on-site customer training, and work closely with senior management when required.
Supports efforts in the growth and development of marketing programs for new commercial banking products and services.
Works with other departments within the Holding Company, bank, branch facilities and customers to solve problems and keep appropriate documentation current.
Provides support in reaching departmental goals and budget controls.
Ensures all reports, bills, and upgrades pertaining to products or services for the department are done in accordance with instructions given or due dates given.
Maintains a positive relationship with clients to ensure financial needs are met and expectations exceeded.
Assists on calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients.
Acquires and maintains a thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas evidenced by appropriate application of these regulations in day-to-day operations.
Demonstrates the highest level of professionalism, effectiveness and efficiency. Consistently demonstrates proficiency in providing exemplary customer service in person and by telephone.
Actively listens to customers and maintains a friendly, positive and professional attitude and resolves difficult situations with tact and diplomacy.
Develops and maintains a thorough knowledge of Central Bank services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual.
Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank recordkeeping requirements.
Actively participates in sales referral program; attends appropriate referral training; utilizes referral program initiatives; works with management to set referral goals and works to achieve targeted goals. Makes effective referrals to business units for traditional and non-traditional banking products and services.
Completes or attends all required training.
,
Position Requirements
High school education or equivalent combination of education, training and experience that provides the required knowledge, skills and abilities. Previous experience in cash management, wire services or related area is desirable. General background in bank policies, procedures, and banking regulations (state and federal); knowledge of bank products and services preferred.
Ability to read, write, and speak English. Excellent verbal, listening and communication skills. Strong customer relations skills and ability to work with employees and customers in a cooperative manner. Ability and desire to work as part of a team, and with people of diverse backgrounds
Demonstrated skill in customer service and training. Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities to refer, retain and grow customer relationships. Ability to use and have a strong understanding of Word documents, Excel spreadsheets and Outlook email and scheduling.
Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, recordkeeping and filing methods; basic math calculations.
Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities and retain and grow customer relationships.
Strong organizational skills and attention to detail.
Possess good judgment skills. Ability to make decisions, work independently, handle confidential information and manage multiple tasks.
Willingness to work flexible hours as needed.
Willingness To Assume Additional Responsibilities/duties/projects As They Arise.
Ability to operate office equipment including computers, calculators/adding machines, telephones, voicemail, copy/printer machines and security devices.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to drive a vehicle. Must maintain a current, valid driver’s license and an acceptable driving record for bank insurance purposes.
Physical And Sensory Demands
Regularly required to sit; stand; walk; talk; see and hear. Regularly required to use hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms. Occasionally required to stoop, kneel, or crouch.
Frequently lifts and/or move up to 20 pounds. Specific vision abilities include close vision.
Working Conditions
Works is normally performed in a typical interior/office work environment. The individual experiences little discomfort from noise, dust or other factors.
Physical demands and working conditions described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
