Business Banking Relationship Specialist

Five Points Bank • Grand Island, NE

1d

About The Position

The Business Banking Relationship Specialist contacts prospective customers to explain and promote the bank’s products and services, determine customer needs, and complete sales and implementation processes. The role helps business customers set up and use remote deposit and cash management products, provides customer service after setup, and works with the marketing and technology departments to support product promotion and resolve technical difficulties. The position also handles NFS reporting and determinations, explains bank services and charges, conducts overdraft review, and performs other assigned duties.

Requirements

• Banking experience with extensive training in the banking industry, rules, and regulations.
• Experience using Excel, Word, and Outlook.
• Time-management skills.
• Ability to use mathematics to solve problems.
• Active listening skills, including giving others full attention, understanding their points, and asking questions as appropriate.
• Ability to work on and solve client problems with minimal direct supervision.
• Effective communication skills.
• Strong attention to detail and accuracy.
• At least 3 years of retail banking experience, including account opening, customer service, and cash handling.
• Strong interpersonal and relationship-building skills.
• Strong written and oral communication skills.
• Self-motivated and self-directed.
• Experience working in a team-oriented, collaborative environment.
• Strong customer-service orientation.

Nice To Haves

• Bachelor’s degree preferred.
• Management experience preferred.

Responsibilities

• Contact prospective customers to present information about available products and services.
• Determine whether customers need the products and services provided by the bank.
• Prepare forms or agreements to complete sales.
• Follow up on leads from loan officers and tellers.
• Coordinate with the marketing department to place sales ads promoting products.
• Complete implementation processes for products sold.
• Set up remote deposit for customers at their places of business.
• Educate customers on how to use products.
• Provide customer service to business customers after implementation and setup.
• Assist the Internet Banking/Cash Management position with setting up cash management products.
• Work with the technology department to address technical difficulties with products or problems customers experience.
• Handle NFS reports and determinations.
• Explain bank services and charges to customers.
• Conduct overdraft review.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time