Business Banking Support Specialist
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.
Responsibilities
- Supports the installation and implementation of commercial banking services products within the bank, its branches, and customer locations.
- Exercises independent judgment with moderate supervision to provide support for all department products and services, customer service, upselling, and on-site customer training.
- 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.
Requirements
- Ability to exercise independent judgment with moderate supervision.
- Knowledge of commercial banking services products and services.
- Customer service and upselling skills.
- On-site customer training abilities.
- Administrative duties in support of certain products.
- Collaboration with other departments within the Holding Company.
- Referral skills for traditional and non-traditional banking products and services.
- Compliance with Bank policies, procedures, and systems, the corporate code of conduct, Bank Secrecy Act, and applicable State and Federal laws and regulations.
Qualifications
- Experience in commercial banking services.
- Strong customer service and sales skills.
- Ability to work independently with some supervision.
- Knowledge of relevant banking laws and regulations.
Skills
- Commercial banking services knowledge.
- Customer service and sales skills.
- Administrative duties in support of certain products.
- Collaboration with other departments.
- Referral skills for banking products and services.
- Compliance with banking policies and regulations.
Benefits
- Professional development opportunities.
- Competitive compensation package.
- Flexible work schedule.
- Health and wellness programs.
Pay
Commensurate with experience.
Schedule
Varies based on department needs.