Business Banking Relationship Specialist

Responsibilities

• Contact prospective customers to present information and explain available products and services
• Determine whether the customer has a need for the products and services the bank provides
• Prepare forms or agreements to complete sales
• Follow up on leads from loan officers and tellers
• In coordination with the marketing department, place sales ads to promote the products
• Complete implementation process for the products sold
• Set up the customer with remote deposit at their place of business
• Educate customers on how to use the products
• Provide customer service to business customers following the implementation/set up
• Assist Internet Banking/Cash Management position in the set-up of the cash management products
• Work with the tech department on any technical difficulties with the products themselves or a problem the customer may be experiencing
• Responsible for NFS report and determinations
• Explain bank services and charges to customers
• Overdraft Review
• All other duties as assigned

Requirements

• Banking experience with extensive training in the banking industry, rules and regulations
• Experience using Excel, Word and Outlook software
• Time Management
• Mathematics – using mathematics to solve problems
• Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate
• Ability to work and solve client problems with minimal direct supervision
• Communication Skills – The ability to communicate effectively
• Strong attention to detail and accuracy

Qualifications

• Bachelor’s Degree preferred
• 3+ years of Retail Banking Experience which includes opening accounts, customer service and cash handling
• Extensive training in the banking industry, rules and regulations
• Management experience preferred

Skills

• Effective interpersonal skills and relationship-building skills
• Strong written and oral communication skills
• Self-motivated and directed
• Keen attention to detail
• Experience working in a team-oriented, collaborative environment
• Strong customer-service orientation