Business Services Specialist I - Full-Time - Zebulon, Ga

United Bank • Zebulon, GA

7d

About The Position

Under general direction, the Business Services Specialist I is responsible for providing customer support for a variety of business services products, assisting with the referral process, and providing support to other Business Services team members.

General Description/Duties:

Duties include but are not limited to the following:

Requirements

• High school diploma or equivalent.
• Detailed knowledge of United Bank products and services preferred or ability to learn.
• Team player with positive approach to fast paced work environment and rapid changes.
• Able to multi-task and maintain composure during time-sensitive situations.
• Proficient using Microsoft Office Suite (Excel, Word, Outlook) and the ability to quickly learn and utilize various software.
• Exceptional customer service skills; customer focused.
• Detail-oriented and professional.
• Exceptional written and verbal communication skills; utilizes active listening.
• Excellent writing and grammatical skills.
• Manages time wisely, confident, and self-motivated.
• Ability to organize and prioritize tasks.
• Desire for continual learning and professional development.

Responsibilities

• Accept and process inbound calls and emails concerning business services products and related customer requests. Prioritize and queue callbacks for other Business Services team members as necessary.
• Accept and process various service-related requests from existing cash management, remote deposit capture and merchant services customers, coordinating satisfactory resolution, while requesting the involvement of third party vendors when necessary.
• Monitor merchant services ticketing system for any ongoing issues and share information with other Business Services team members as needed.
• Perform annual Remote Deposit Capture audits.
• Process necessary paperwork for changes needed for existing Cash Management customers including the addition and removal of accounts and users.
• Utilize CRM software to process referrals and maintain ongoing communication with customers.
• Support Business Services team members as needed, including aiding with paperwork, equipment preparation and testing and follow up on outstanding customer issues.
• Assist with inventory control of merchant equipment and supplies.
• Maintain customer files to comply with documented policies and procedures.
• Perform other duties as assigned, including special projects or other requests.
• Position will be required to comply with all Federal and State banking laws and related regulations, to include but not limited to the Bank Secrecy Act.

Benefits

• Career opportunities and growth.
• Competitive benefit package. Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, Employee Stock Ownership Plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks.
• Flexibility
• Unique Culture

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees