Business Banking Relationship Specialist

Glacier Bancorp, Inc.•Coeur d'Alene, ID

12d•Onsite

About The Position

Mountain West Bank is seeking a Business Banking Relationship Specialist to partner with our Business Banking and Treasury Management teams in beautiful downtown Coeur d'Alene. This position will support new client acquisition, onboarding, implementation, and ongoing relationship management activities. This position provides subject matter expertise with depository, payment solutions, and treasury management products and seeks opportunities to expand existing and new customer relationships.

Requirements

Minimum 3 years of experience in banking or related business development experience.
Proficiency with Microsoft applications (Word, Excel, Outlook)
Excellent verbal and written communication skills
Ability to maintain strict confidentiality
Ability to multi-task and handle complex tasks efficiently.
Strong organizational skills with attention to detail
Excellent customer service skills

Nice To Haves

Jack Henry
MWB TechXpert or similar designation
Treasury Management Experience
Business Account Opening Experience

Responsibilities

Uphold and actively promote the bank’s core beliefs, core values, and customer service standards, collectively known as “Our Compass”.
Contribute to growth objectives through the acquisition, retention, and expansion of business banking relationships.
Responsible for onboarding of business banking clients by ensuring clients receive exceptional service during the sales and product onboarding functions.
Assists the business banking teams with ongoing customer needs, to include opening of depository accounts, initial setup and implementation of business banking related products and customer maintenance.
Works closely with treasury support on the implementation of treasury services including the completion of required documents.
Prepare and assist with treasury management proposals, pricing analyses, and product recommendations.
Follows bank policy and procedure with customer and account onboarding; proactively follows up on pending items, communicating with branch and deposit operations personnel as appropriate.
Cross Sells products and services offered by the Bank including deposit accounts, payment cards and other treasury management services as appropriate.
Work closely with business banking teams to provide product expertise and sales support.
Communicate effectively with clients, potential clients, internal departments, and other bank personnel.
Anticipate customer needs, respond to customer inquiries in a timely manner, and ensure an exceptional experience for the customer.
Maintain service level expectations as defined by the bank.
Performs related duties as assigned. Actively participates in Bank related and community volunteer events as well as business development related activities.
Comply with Bank policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Regular and predictable attendance is an essential function of this job.