Business Banking Relationship Specialist

Essential Functions: Contact prospective customers to present information and explain available products and services Determine whether the customer has a need for the products and services the bank provides Prepare forms or agreements to complete sales Follow up on leads from loan officers and tellers In coordination with the marketing department, place sales ads to promote the products Complete implementation process for the products sold Setting the customer up with remote deposit at their place of business Educate customers on how to use the products Provide customer service to business customers following the implementation/set up Assist Internet Banking/Cash Management position in the set-up of the cash management products Work with the tech department on any technical difficulties with the products themselves or a problem the customer may be experiencing Responsible for NFS report and determinations Explain bank services and charges to customers Overdraft Review All other duties as assigned Knowledge & Experience: Banking experience with extensive training in the banking industry, rules and regulations Experience using Excel, Word and Outlook software Time Management Mathematics – using mathematics to solve problems Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate Ability to work and solve client problems with minimal direct supervision Communication Skills – The ability to communicate effectively Strong attention to detail and accuracy Education/Training: Bachelor’s Degree preferred 3+ years of Retail Banking Experience which includes opening accounts, customer service and cash handling Extensive training in the banking industry, rules and regulations Management experience preferred Personal Attributes: Effective interpersonal skills and relationship-building skills Strong written and oral communication skills Self-motivated and directed Keen attention to detail Experience working in a team-oriented, collaborative environment Strong customer-service orientation