Business Banking Support Specialist

Central Bancompany•Osage Beach, MO

About The Position

The Business Banking Support Specialist provides primary support for the installation and implementation of commercial banking services at the bank, its branches, and customer locations. The role supports department products and services, customer service, sales referrals, upselling, and on-site customer training, and performs administrative duties for certain products. The specialist exercises independent judgment under moderate supervision, assists customers within the scope of that judgment, and refers matters to management when appropriate. The position works with customers, Business Banking sales representatives, management, other bank departments, branch facilities, and customers to address product and service needs and maintain current documentation. It supports departmental goals, budget controls, marketing programs, and customer relationships while ensuring that activities comply with bank policies, procedures, the corporate code of conduct, the Bank Secrecy Act, and applicable state and federal laws and regulations. The role may involve work or training at other assigned locations and other duties as assigned.

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 products.
Ability to recognize opportunities to refer, retain, and grow customer relationships.
Ability to use and understand Microsoft Office, particularly Word, Excel, and Outlook, including email and scheduling.
Knowledge of modern office practices and procedures, grammar, spelling, punctuation, Standard English usage, business correspondence formats, record keeping, filing methods, and basic math calculations.
Strong organizational skills and attention to detail.
Good judgment and 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.
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 in written, oral, diagram, or schedule form.
Ability to drive a vehicle.
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.
Help resolve problems and issues involving Business Banking products and services.
Explain procedures and regulations so department customers understand and meet compliance requirements.
Support department products and services, special projects, customer service, upselling, and on-site customer training; work with senior management when required.
Support the growth and development of marketing programs for new commercial banking products and services.
Work with other departments, the bank, branch facilities, and customers to solve problems and keep appropriate 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 and help meet financial needs and exceed expectations.
Assist with calls on potential and existing clients to develop new business and increase or retain current relationships.
Maintain knowledge of compliance and regulatory issues related to customer service.
Maintain knowledge of Central Bank of Lake of the Ozarks' services, operations, and organization; communicate that understanding when appropriate and refer inquiries and correspondence to the proper department or individual.
Arrange daily work plans to manage customer flow and bank processing requirements, provide customer service, and meet record-keeping requirements.
Participate in the sales referral program, attend referral training, use referral 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.