Business Banking Specialist

Position Expectations:

SALES - 40%

• Develops and cultivates business relationships to ensure sales growth and customer retention.
• Profiles existing business customer relationships by developing and maintaining relationships with current customer base, as well as proactively sourcing for cross-sale opportunities.
• Provides business deposit account recommendations, including referrals for non-traditional investments, Mortgages, Bank@Work, Payroll Processing, and other cash management products/services.
• Pursues sales opportunities and cross sells non-mortgage related bank products and services as appropriate.
• Supports Cash Management and Retail products/services to meet customers' financial needs including discussions with customers regarding online banking, remote deposit capture, merchant services, sweep accounts, business debit/credit card services, business deposit products and any other ancillary cash management services.

SERVICE - 30%

• Researches and performs account and customer related changes as requested.
• Works to resolve and follow up with internal and external customer issues promptly and courteously.
• Contacts customers regarding new business deposit and cash management products available thru Bank Five Nine.
• Provides service and training support to customers.
• Serves as a primary resource for Cash Management Products (i.e., answering Cash Management questions for customers, password resets, scanner troubleshooting, etc.)
• Assist with the completion of Cash Management forms and accurately enters setups and maintenance into the system.
• Assists with temporary and permanent merchant capture and ACH increases.

ADMINISTRATIVE/OPERATIONAL - 30%

• Recommends process improvements and performs testing of Business procedures through C360
• Effectively serves as a backup to the Cash Management Coordinator and Senior Cash Management Advisor
• Follows all regulatory requirements and procedures and stays current on regulatory changes.
• Ensures completion of periodic risk reviews of merchant capture/ACH customers and lower risk Cash Management customers.

Other duties may be assigned as deemed appropriate.

Required Education and Experience:

• Associate's degree or equivalent experience in Banking
• A minimum of 2 years' experience in retail banking with an emphasis on account opening, product/service problem resolution and relationship development
• Proficient with MS Office products including Word and Excel

Preferred Education and Experience

• Previous experience with Cash Management products
• Previous experience in sales and Deposit Operations