Business Banking Specialist

Job Description

Job Description

Job Title: Business Banking Specialist

Job Purpose: Support implementation and maintenance of all Business Banking products and services across multiple partners and customers.

Duties and Responsibilities:

• Provide exceptional customer service to the institution’s Business Banking customers as well as internal bank personnel.
• Demonstrate proficient knowledge of Business Banking services and educate customers on the features and benefits of each service.
• Complete necessary documentation, implementation on bank systems, and customer setup of Business Banking products and services.
• Respond professionally and accurately to customer service inquiries and concerns in a timely manner.
• Support the development and maintenance of proper procedures, policies, and systems to assure compliance and customer satisfaction with treasury products.
• Facilitate training opportunities for bank personnel to become more familiar and comfortable with Business Banking services.
• Stay abreast of current products, policies, technology, and industry trends.
• Travel as needed.
• Assist with Audits and Exams and Operational duties as needed.
• Other duties as assigned.

Qualifications:

• Bachelor’s or Associate degree in business, finance or related degree; two years related experience and/or training; or equivalent combination of education and experience.
• Working knowledge of bank platforms, systems and products.
• Excellent organizational and time management skills.
• Exceptional verbal, written and interpersonal communication skills with the ability to instruct others, train personnel and write reports.
• Proficiency of Microsoft Office software (Excel, Word, PowerPoint)

Physical Requirements:

• This position requires manual dexterity, the ability to lift files and open filing cabinets. This position requires bending, stooping or standing as necessary.
• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
• Must be able to communicate clearly and effectively.