Business Services Representative

Harleysville Bank•Harleysville, PA

1d•Onsite

About The Position

Join Harleysville Bank as a Full Time Business Services Representative and become an integral part of a community-focused organization dedicated to delivering exceptional customer service. This onsite position in Harleysville offers you the unique opportunity to work closely with local businesses, helping them thrive and grow. You will engage directly with clients, fostering relationships based on trust and fairness, which are at the heart of our company values. Collaborate with a team that embodies integrity and teamwork, and make a meaningful impact in your community while honing your skills in a traditional banking environment. You will be provided great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, and Paid Time Off. Bring your commitment to honesty and customer focus into a role where your efforts directly contribute to the success of our clients and, by extension, the local economy. Apply today and be part of something greater. For over a century, Harleysville Bank has been a true community bank; a resource for dependable and flexible financial solutions. Built on a foundation of trust, our mission is to create value for our customers, team members, stockholders and community by consistently providing an exceptional community banking experience. As a Full Time Business Services Representative at Harleysville Bank, your role will be pivotal in interviewing potential business customers and effectively communicating the benefits, functionality, and costs of our diverse business services. You will manage the onboarding process, leading initial discussions to close sales and train customer teams until they are proficient with our offerings. With a strong emphasis on providing ongoing support, you will troubleshoot and solve issues while cross-selling additional bank products to enhance customer experience. Collaboration with Deposit Services will be key as you assist in setting up services and maintain open lines of communication with customers. Your responsibilities will also include preparing proposals, fostering relationships with business owners, and actively participating in community events to build valuable connections. You will contribute to improving department operations and regularly follow up on customer inquiries, ensuring the highest level of service is consistently delivered.

Requirements

High school diploma or GED
Minimum of two years of banking experience
Solid understanding of the bank's policies and business services
Strong analytical skills for interpreting basic bank statements
Proficiency in Microsoft Office and specific department software
Exceptional interpersonal, communication, and customer service skills
Effective problem-solving capabilities
Good sales acumen and time management skills
Ability to prioritize tasks efficiently
Ability to multitask with minimal supervision
Licensed to travel to various bank locations
Be available to work non-standard hours to meet customer needs
Ability to troubleshoot technical issues effectively
Adhering to compliance procedures and bank policies

Responsibilities

Interviewing potential business customers
Communicating the benefits, functionality, and costs of our diverse business services
Manage the onboarding process
Leading initial discussions to close sales
Train customer teams until they are proficient with our offerings
Troubleshoot and solve issues
Cross-selling additional bank products to enhance customer experience
Collaboration with Deposit Services will be key as you assist in setting up services
Maintain open lines of communication with customers
Preparing proposals
Fostering relationships with business owners
Actively participating in community events to build valuable connections
Contribute to improving department operations
Regularly follow up on customer inquiries