Business Services Associate

The Business Services Associate is responsible for delivering support to Business Services customers and assists the Business Services Consultants with preparing agreements and implementation documents, reporting and special projects. 

Essential Duties and Responsibilities (Other duties may be assigned.)

• Be proficient in the following products and services:

  Business DDAs

  Business Services products – Business Online Banking, Business Mobile Banking, ACH, wire, remote deposit, Positive Pay, etc.

• Internal support contact person for Business Services customers. Providing high-level customer support, product troubleshooting and training. Liaison between customer and other back-office departments for in-depth research and solutions.
• Prepares agreements and implementation packages based on information provided by Business Services Consultants.
• Manages customer self-assessments process, service implementation schedule and performs review of service implementation and limits for accuracy.
• Maintains database of client lists, limits, conduct purged customers review, etc. for the Business Services department.
• Promote business for the Bank by maintaining good customer relations, speaking with customers about service solutions, and referring customers to appropriate staff for new services using Bank-endorsed techniques and processes.
  

Qualifications

• Associate degree, or at least 5 years of related experience, or an equivalent combination of education and experience.
• Banking knowledge or expertise. Understanding of banking products, regulations, processes.
• Ability to multi-task and support cross-functional teams. Must be able to provide support to internal business partners.
• Effective oral and written communication skills.
• Must possess general problem solving, analytical and research skills. Ability to interpret written and oral instructions.
• Attention to detail, well organized, proactive and self-starter.
• Proficiency in using personal computers and office products (e.g., Word, Excel).