Business Banking Support Specialist

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.
• 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.
• Supports in reaching departmental goals and budget controls.
• Maintains a positive relationship with clients to ensure financial needs are met and expectations exceeded.
• Acquires and maintains a thorough knowledge and understanding of compliance and regulatory issues relating to customer service.
• Demonstrates the highest level of professionalism, sales performance, effectiveness, efficiency and customer service.
• Develops and maintains a thorough knowledge of the services, operations, and organization of Central Bank of Lake of the Ozarks; 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 record keeping 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.
• May be assigned work or training at other assigned locations.