What are the responsibilities and job description for the Business Solutions Specialist position at Central Bank?
As a member of the Business Banking Team, delivers Legendary Service to both external and internal customers. Responsible for onboarding new customers utilizing our electronic products and services as well as ongoing support. Assists in maintaining and distributing billing for bank services for commercial customers and helps monitor commercial activity for profitability. Maintains customer contacts regarding changes, additions, and other problems and issues with commercial business products and explains procedures and regulations.
Duties, Scope, Responsibliities & Authority
Plans and executes the onboarding of our commercial products and services. Works closely with bank officers during the sale of commercial products and serves as the business line expert. Works closely with customers to trouble shoot technical issues related to products the customer utilizes.
Explores customer needs and cross-sells services that are in the best interest of the customer. Ability to present banking solutions and bank products on joint calls with other bank officers or independently on customer calls. Responsible for joint presentations of our commercial products and services. Makes appropriate referrals to other business units for traditional and on-traditional banking products and services.
Provides legendary service to customers, and other departments. Maintains and follows through on customer contacts regarding changes, additions, and other problems and issues with commercial business products and explains procedures and regulations.
Works closely with Cash Management Officer to approve new business or changes in application security for any commercial customer administrator wanting one of our cash management products according to our credit policy and procedures.
Reviews all commercial product related procedures, such as ACH and Remote Deposit Capture, for policy compliance and audits. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Assists in maintaining and distributing billing for bank services for commercial customers and helps monitor commercial activity for profitability.
Work is assigned and reviewed by the Assistant Manager of Business Banking.
,
A college degree or equivalent work experience is required. Prior experience in banking or accounting related fields preferred. Must have knowledge of banking and business banking products with ability to apply knowledge and judgment to make sound decisions. Excellent communication skills are required. Must be detailed and organized with the ability to prioritize tasks, assist multiple officers, and solve problems which arise. Excellent customer service skills are required. Must stay current on all available products and on products in development to best assist in meeting the needs of the business customers in banking services.
Duties, Scope, Responsibliities & Authority
Plans and executes the onboarding of our commercial products and services. Works closely with bank officers during the sale of commercial products and serves as the business line expert. Works closely with customers to trouble shoot technical issues related to products the customer utilizes.
Explores customer needs and cross-sells services that are in the best interest of the customer. Ability to present banking solutions and bank products on joint calls with other bank officers or independently on customer calls. Responsible for joint presentations of our commercial products and services. Makes appropriate referrals to other business units for traditional and on-traditional banking products and services.
Provides legendary service to customers, and other departments. Maintains and follows through on customer contacts regarding changes, additions, and other problems and issues with commercial business products and explains procedures and regulations.
Works closely with Cash Management Officer to approve new business or changes in application security for any commercial customer administrator wanting one of our cash management products according to our credit policy and procedures.
Reviews all commercial product related procedures, such as ACH and Remote Deposit Capture, for policy compliance and audits. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Assists in maintaining and distributing billing for bank services for commercial customers and helps monitor commercial activity for profitability.
Work is assigned and reviewed by the Assistant Manager of Business Banking.
,
A college degree or equivalent work experience is required. Prior experience in banking or accounting related fields preferred. Must have knowledge of banking and business banking products with ability to apply knowledge and judgment to make sound decisions. Excellent communication skills are required. Must be detailed and organized with the ability to prioritize tasks, assist multiple officers, and solve problems which arise. Excellent customer service skills are required. Must stay current on all available products and on products in development to best assist in meeting the needs of the business customers in banking services.
