BUSINESS BANKING SPECIALIST

Job title:

BUSINESS BANKING SPECIALIST

Company

Fidelity Bank

Job description

Description:BUSINESS BANKING SPECIALISTPOSITION SUMMARY: The Business Banking Specialist’s primary responsibility is to exceed client’s expectations through delivering a seamless new client onboarding experience and working cross-functionally to provide excellent service for new and existing customer’s ongoing account maintenance.THIS ROLE IS ACCOUNTABLE FOR:

• Ongoing maintenance for cash management and account services
• Onboarding of new clients and services
• Providing top-tier service with an emphasis on continued process improvement

Accountability/ResponsibilitiesOngoing maintenance for cash management and account services – 50%

• Provide ongoing administration of cash management agreements and changes in services, authorized users, and permissions.
• Provide and/or coordinate ongoing customer support for cash management products and services, including taking responsibility for issue resolution.
• Provide ongoing administration of documentation for changes in ownership, signers, and company permissions.
• Responsible for understanding all products and services that are offered to best suit client’s needs.

Onboarding of new clients and services – 30%

• Plan, organize & coordinate tasks to ensure a superior client onboarding experience.
• Create, prepare documentation for new client onboarding and cash management products.
• Successful customer implementations of new services, including but not limited to: activating services ensuring proper set up, preparing documentation, user access, limitations, and pricing.
• Work cross-functionally to plan, organize, and coordinate tasks to meet deadlines assigned through customer implementation.
• Provide and/or coordinate customer support, communications, and training as needed to assist the customer with implementations.

Providing top-tier service with an emphasis on continued process improvement – 20%

• Participate in and contribute to projects for organizational initiatives, taking an active approach in identifying and recommending improvements to existing processes and products.
• Communicate effectively with all levels of external clients and internal teams, establishing and maintaining positive working relationships.
• Respond and track unique client needs and situations to affect a positive outcome when presented with obstacles and challenges.
• Actively ensure compliance with the Bank code of conduct and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures.

Team Accountabilities:

• Delighting my customers
• Giving my all
• Creating a great place to work
• Making improvements
• Keeping us compliant

SupervisionThis role does not have supervisory or other work direction responsibility over other employees.Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Requirements:EDUCATION, EXPERIENCE, AND SKILLS

• High school diploma
• Customer service experience
• Banking experience is a plus preferably in business banking and/or cash management
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Customer Service Skills- Possessing a natural inclination to view those who are served by the role as customers and acting in ways to satisfy them
• Time Management – Ability to organize and plan work in order to meet deadlines and maximize productivity
• Detail- Oriented – Ability to remain focused to achieve accuracy and thoroughness
• Communication – Excellent verbal and written presentation and communication skills
• Problem solving – ability to take in new information from multiple sources and develop solutions
• Initiative – Possessing a sense of urgency and willingness to jump in to get tasks and projects completed, solve problems, or suggest improvements
• Strong computer skills: Microsoft suite; ability to learn multiple systems

Compensation details: 0 Yearly SalaryPIf92b25660dce-9263

Expected salary

Location

Minneapolis, MN

Job date

Mon, 27 Jan 2025 08:21:05 GMT

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