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.

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.

Nice To Haves

  • Detailed knowledge of United Bank products and services

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

  • 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
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