Business Services Specialist
About The Position
This role involves partnering with commercial lenders, identifying loan opportunities, and providing support, installation, and training for new and existing clients. The specialist will also be responsible for cross-selling products and services, actively participating in client advisory teams, and processing various financial service requests. Engagement in community organizations, hosting educational events, and managing merchant services are also key aspects of the position. The role requires timely completion of tasks, adherence to company policies, and a willingness to perform other duties as assigned by the Team Leader.
Requirements
- Must be able to complete all tasks and trainings before deadlines
- Must learn and comply with all established CFSB policies, procedures, and standards
Nice To Haves
- Active engagement in Community and non- profit organizations
- Active member of a markets Business Advisory Team to meet with prospective clients on-site to discuss needs
Responsibilities
- Partner with commercial lenders on commercial relationships and client calls
- Be trained and engaged in listening for loan opportunities to refer to lenders
- Perform support, installation, and training client calls to new and existing clients
- Cross-sell additional products & services
- Active member of a markets Business Advisory Team to meet with prospective clients on-site to discuss needs
- Process referral requests and maintain a timely call back response time for Business Services request
- Active engagement in Community and non- profit organizations
- Process and setup calls for implementation of business services product lines
- Train, engage and support all existing clients utilizing our business services product lines
- Coordinate and Host educational opportunities for Business clients on quarterly basis
- Complete Merchant Information packets for Banc card, assist Banc card representative in installation of merchant equipment, and be a support line for merchants
- Complete Remote Deposit, Cash Management, Positive Pay, and Courier contracts in a timely manner
- Build, setup, maintenance and complete paperwork for all new and existing ICS/CDARS accounts
- Complete conference calls between client and Elan for support
- Complete Business Wire Requests and Credit Card Payments
- Complete New and Maintenance Business Account Request
- Complete all tasks and trainings before deadlines
- Learn and comply with all established CFSB policies, procedures, and standards
- Perform other duties as requested by Team Leader
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
