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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