Business Support Specialist

Job Details

Description

POSITION SUMMARY

As the Business Support Specialist, you will provide product, service and technical assistance to business customers, the Commercial and Retail Banking teams, and the Treasury Services department in the daily operations of Treasury Services, Account Analysis, and Cash Management. The Business Support Specialist also serves as a key business resource, handling customer and internal inquiries regarding customer account information, technical solutions, and general questions. As a representative of the Bank, you are required to present a positive and professional image at all times.

Job Requirements

• High school diploma or equivalent required
• Computer literacy in software installations, computer technology, and terminology required
• Two years of customer service experience required
• Previous banking experience preferred
• Experience in Treasury Services or Cash Management preferred
  
  

COMPETENCIES

• Consistently display professional communication skills
• Consistently display a professional presentation to external and internal customers
• Consistently display a professional, team-oriented representation of the Depository Services team
• Ability to read, analyze, and interpret various documents
• Ability to multi-task and change directions quickly when needed
• Ability to consistently deliver a high level of customer service
• Ability to handle confidential information
• Consistently display a positive attitude and represent the bank in a positive manner
• Ability to maintain proficient computer knowledge of all internal systems and computer systems used to fulfill the position
• Ability to aid in software installations; maintain knowledge of computer technology and terminology; provide computer solutions to those with various levels of expertise such as troubleshooting browser issues, types of drivers and how they correspond, and download error messages
• Ability to maintain working knowledge of equipment and programs for Treasury Management
• Ability to recognize and identify sales opportunities referring the customer to the Treasury Management Sales Officer, Relationship Manager, or other internal partner.
• Consistently be an active team player
  
  

Duties And Responsibilities

• Serve as a key resource for the Treasury team while providing level II support for customers and all internal bank partners
• Create, coordinate, and deliver documentation to customers for product set up
• Assist business customers in finalizing product set up
• Assist Treasury team by identifying opportunities for streamlined approaches in product and operational delivery
• Thorough understanding of all Treasury products and services
• In depth understanding of all internal systems, to include but not limited to, the core banking system, online banking, DocuSign, and cold storage
• Act as spokesperson for new promotions and product introductions
• Identify sales and retention opportunities based on the customer’s needs
• Actively sell and cross-sell bank products
• Maintain current knowledge of bank products, services, and fees
• Take ownership of each interaction and strive for one-call resolution
• Assist in training on new products, services or enhancements as required
• Maintain compliance with regulations and bank policies and procedures, including the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC) requirements
• Actively support the ongoing development of a culturally diverse workforce
• Complete other duties as assigned as determined by management to be reasonable and beneficial
  
  

Physical Requirements

This position largely operates in a professional office environment. While performing the duties of this job, the employee is regularly required to communicate effectively with Bank customers, vendors, management, and employees. Regular use of the telephone and email for communication is essential. Remaining in a stationary position for extended periods of time is common. Must be able to accurately gather and process verbal and written information and properly prepare or inspect documents. Good manual dexterity is needed for the frequent use of common office equipment such as computer terminals, calculators, copiers and telephones. Occasional travel may be required.