Business Services Specialist
About The Position
This role involves partnering with commercial lenders, supporting clients with product installation and training, cross-selling services, and actively participating in client meetings and community organizations. The specialist will manage referral requests, set up product implementations, provide ongoing client support, and coordinate educational events. Additionally, the role includes processing various financial service contracts and account setups, such as Banc card, Remote Deposit, Cash Management, and ICS/CDARS accounts. The specialist must also complete required tasks and trainings by deadlines, comply with company policies, and perform other duties as assigned.
Requirements
- Must be trained and engaged in listening for loan opportunities to refer to lenders.
- Must complete referral requests and maintain a timely call back response time.
- Must complete Merchant Information packets for Banc card.
- Must assist Banc card representative in installation of merchant equipment.
- Must be a support line for merchants.
- Must complete Remote Deposit, Cash Management, Positive Pay, and Courier contracts in a timely manner.
- Must build, set up, maintain, and complete paperwork for all new and existing ICS/CDARS accounts.
- Must complete conference calls between client and Elan for support.
- Must complete Business Wire Requests and Credit Card Payments.
- Must complete New and Maintenance Business Account Requests.
- Must complete all tasks and trainings before deadlines.
- Must learn and comply with all established CFSB policies, procedures, and standards.
- Must perform other duties as requested by Team Leader.
Nice To Haves
- Active member of a markets Business Advisory Team.
- Active engagement in Community and non-profit organizations.
- Coordinate and Host educational opportunities for Business clients on quarterly basis.
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 for new and existing clients.
- Cross-sell additional products and services.
- Actively participate in 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 requests.
- Actively engage in Community and non-profit organizations.
- Process and set up 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 a 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, set up, maintain, 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 Requests.
- 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
