Business Banking Support Specialist

CENTRAL BANCOMPANY, INC.•Osage Beach, MO

About The Position

The Business Banking Support Specialist provides support for the installation and implementation of commercial banking services products within the bank, its branches, and customer locations. The role supports department products and services, customer service, upselling, and on-site customer training, and performs administrative duties for certain products. The specialist exercises independent judgment under moderate supervision, assists customers within their scope of judgment or refers matters to management, and makes referrals to other business units for traditional and non-traditional banking products and services. All relationships and activities must comply with bank policies, procedures, systems, the corporate code of conduct, the Bank Secrecy Act, and applicable state and federal laws and regulations. The position works with customers, Business Banking sales representatives, management, other departments, branches, and bank facilities to coordinate product and service setup, changes, training, customer support, and problem resolution. It also supports marketing programs, department goals and budget controls, accurate documentation and reporting, customer relationship development, and sales referral goals. The specialist maintains knowledge of the bank’s services, operations, organization, and applicable compliance requirements, completes required training, and may be assigned other duties or work and training at other locations.

Requirements

High school education or an equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities.
Ability to read, write, and speak English.
Excellent verbal, listening, and communication skills.
Strong customer relations skills and ability to work cooperatively with employees and customers.
Ability and desire to work as part of a team and with people of diverse backgrounds.
Demonstrated customer service and training skills.
Ability to identify client needs and present banking solutions and bank products.
Ability to recognize opportunities to refer, retain, and grow customer relationships.
Ability to use and understand Microsoft Office products, including a strong understanding of Word documents, Excel spreadsheets, and Outlook email and scheduling.
Knowledge of modern office practices and procedures, accurate grammar, spelling, punctuation, and Standard English usage; business correspondence formats; record-keeping and filing methods; and basic math calculations.
Strong organizational skills and attention to detail.
Good judgment skills.
Ability to make decisions, work independently, handle confidential information, and manage multiple tasks.
Willingness to work flexible hours as needed and assume additional responsibilities, duties, or projects as they arise.
Ability to operate office equipment, including computers, calculators or adding machines, telephones, voicemail, electronic typewriters, copy machines, fax machines, and security devices.
Ability to interpret instructions furnished in written, oral, diagram, or schedule form.
Ability to drive a vehicle.
Must maintain a current, valid driver’s license and an acceptable driving record for bank insurance purposes.

Nice To Haves

Previous experience in cash management, wire services, or a related area is desirable.
General background in bank policies, procedures, and state and federal banking regulations, and knowledge of bank products and services.

Responsibilities

Follow through on customer, Business Banking sales representative, and management requests for customer product or service setup, changes, additions, and training.
Assist with problems and issues involving Business Banking products and services.
Explain procedures and regulations to help department customers meet and understand compliance requirements.
Support department products and services, special projects, customer service, upselling, and on-site customer training, and work with senior management when required.
Support the growth and development of marketing programs for new commercial banking products and services.
Work with holding company departments, the bank, branch facilities, and customers to solve problems and keep documentation current.
Support departmental goals and budget controls.
Ensure reports, bills, and product or service upgrades are completed according to instructions and due dates.
Maintain positive client relationships so financial needs are met and expectations exceeded.
Assist with calls on potential and existing clients to develop new business and increase or retain current client relationships.
Acquire and maintain knowledge of compliance and regulatory issues relating to customer service.
Demonstrate professionalism, sales performance, effectiveness, efficiency, and customer service.
Develop and maintain knowledge of Central Bank of Lake of the Ozarks’ services, operations, and organization; communicate this knowledge when appropriate and direct inquiries and correspondence to the proper department or individual.
Arrange daily work plans to handle customer flow and bank processing requirements, provide customer service, and meet record-keeping requirements.
Participate in the sales referral program, attend referral training, use program initiatives, work with management to set referral goals, and work toward targeted goals.
Make effective referrals to business units for traditional and non-traditional banking products and services.
Complete or attend all required training.
Perform other assigned duties and responsibilities, including work or training at other assigned locations.