Provides inside sales support to Business Bankers, phone support to Business Banking customers, inside TM support to Lobby associates and clerical and administrative support to the Business Banking team. Ensures customer service is provided and recommends products and services to prospects and existing clients.
Skills/Requirements
Provide inside sales support for the Business Bankers
Field calls when Business Bankers are not available
Analyze prospect’s account statements and prepare Product Matrix for proposal
Complete Contract and Service Schedule for Treasury Management products
Facilitate onboarding for new clients for Online Banking and Treasury Management products
Cross sell Treasury Management products
Provide support to Business Banking clients
Have a thorough understanding of all Business Banking Treasury Management products.
Foster working relationships with CSOs, Operations Support associates and Lobby Managers for purposes of client support and to ensure continuous client experience
Provide general customer support:
provide phone support for Business Banking Client with TM products and troubleshooting issues
Handle personal banking requests (funds transfers, outgoing wires, etc.)
Answer general billing, document and transaction history requests
Prepare annual Client review of account(s) and TM services usage
Organizes and provides training for new Business Banking associates as needed
Provide training on Bank Products, focusing on Business Banking Bundles and Treasury Management products
Ensure new Business Banking associates have a thorough understanding of Business Banking processes
Coordinate training schedule with other team members and other departments as needed
Review department processes periodically to ensure continuous improvement
Revise processes and communicate with team as needed
Prepare reports to track Business Bankers’ performance goals
Assist with monthly Team Sales meetings
Assist Business Banking Sales Manager with periodic regional team meetings
Perform other miscellaneous duties as assigned
Qualifications:
Thorough knowledge of Bank policies, procedures, compliance and banking regulations
Excellent interpersonal and customer service skills
Strong oral and written communication skills
Ability to work well under pressure while managing various competing demands
Strong inside sales and problem solving skills
Strong organizational skills and detail oriented with a high degree of accuracy.
Professional demeanor and phone voice with well-groomed appearance
Self-starter, outgoing personality and able to address problems in a prompt, professional manner
Strong Microsoft Word, Excel and PowerPoint skills.
Team oriented, possess a positive attitude and works well with others
Personal transportation that is reliable to visit customer sites and bank branches, if necessary
Ability to demonstrate flexibility, versatility, commitment and good judgment in team oriented environment.
Supervisory Responsibilities:
None
Education and/or Experience:
Two years of college or equivalent plus three to five years of banking experience with an emphasis on treasury management, customer service experience, and retail experience.
