Business Banking Operations Specialist
Business Banking Operations Specialist
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1 Vacancy
Job Description
The Business Banking Operations Specialist provides essential support for treasury management and business banking clients by administering services processing requests and delivering high-quality client service. This role ensures smooth implementation and maintenance of products supports the Business Banking Solutions sales team and works closely with internal departments such as Operations IT and Compliance. The specialist also serves as a technical resource helping to troubleshoot and guide both clients and colleagues through system and service-related processes.
KEY JOB FUNCTIONS- Administer reconcile and provide client support for business and treasury services including ACH Origination Positive Pay Online Wires Remote Deposit Capture Sweep Services and Online Banking access.
- Facilitate the onboarding and implementation of new treasury management products ensuring accurate client setup documentation and in-depth training.
- Serve as a primary point of contact for business clients and Business Banking Solutions sales team assessing client needs resolving service-related issues and recommending appropriate solutions.
- Provide expert-level technical support to clients and act as a resource for the team regarding system functionality service platforms and troubleshooting.
- Deliver responsive and professional service via phone and email to ensure a high-quality client experience.
- Maintain detailed and accurate documentation to support audit readiness and future reference.
- Process maintenance requests and updates for existing clients ensuring timely follow-up and precise execution.
- Independently manage the exchange of information addressing client concerns and technical questions with confidence.
- Identify cross-sell opportunities to refer clients to Business Banking Solutions sales team as appropriate.
- Continuously evaluate procedures for efficiency contribute to process improvements and document changes accordingly.
- Support training efforts for new hires and new systems or procedures.
- Perform additional duties within the scope of the position as needed.
Work Direction: This position reports to the Business Banking Operations Supervisor
Supervision: This position has no supervisory responsibilities.
Work Schedule: This is a full-time position. Typical hours for this position are Monday through Friday from 8:00 am to 5:00 pm.
QUALIFICATIONS To succeed in this role the individual must fulfill each performance objective and primary responsibility satisfactorily. The following requirements reflect the necessary knowledge skills and abilities. Accommodation may be provided for individuals with disabilities.EDUCATION AND EXPERIENCE
- Minimum of three years banking experience preferably with a focus in treasury management online banking systems or cash management services.
- Associate or bachelors degree in business finance or related field preferred.
KNOWLEDGE SKILLS ABILITIES
- Proven ability to prioritize tasks manage deadlines and solve problems effectively in a fast-paced environment.
- Strong customer service orientation with the ability to maintain a professional and courteous demeanor in all interactions.
- Ability to work independently with minimal supervision while demonstrating sound judgment.
- High level of organizational skills accuracy and attention to detail
- Effective verbal and written communication skills including the ability to explain technical systems and processes clearly.
- Proficiency with banking systems and technology platforms; comfort with learning and supporting technical applications.
- Strong interpersonal skills with the ability to collaborate effectively with clients colleagues and cross-functional teams.
The listed Organizational Core Competencies are distinctive strengths embedded throughout the organization aligned with the companys objectives. Theyre evaluated in interviews for cultural fit and guide employee development. Everyone is expected to apply these competencies daily.
- Demonstrates Integrity Upholds honesty ethics and confidentiality in all work including financial transactions and customer data.
- Builds Relationships Fosters trust with customers colleagues and stakeholders through attentive listening personalized assistance effective communication and collaboration.
- Exemplary Leadership - Sets a positive example to elevate organizational experience.
- Assumes Responsibility Accepts ownership for accurate and secure financial transactions proactively resolving daily operational issues.
- Effective Communicator Communicates empathetically providing clear options and reassurance to internal and external customers facing challenges.
- Collaborative Spirit- Fosters a professional environment through open respectful communication support and adaptability for collective team success.
- Adaptability Openness and eagerness to acquire knowledge skills and experiences to enhance personal performance and contribute to the success of the organization.
The office environment is active with moderate noise levels and interruptions. Please also indicate here any other specific characteristics of this positions work environment.
- Vision (up close and distance)
- Hearing speaking and listening (in person and on the phone)
- Sitting standing walking reaching kneeling and twisting
- Writing typing/keying
We are committed to providing equal opportunities to all individuals including veterans and those with disabilities.
BANK SECRECY ACTUnderstanding and compliance with federal and state laws including Bank Secrecy Act/Anti-Money Laundering and OFAC regulations and requisite training completion.
ACCOUNTABILITY
This position has access to and knowledge of the financial situation and personal identifiable information of customers and highly confidential/proprietary financial data of customers. The utmost discretion and confidentiality must be exercised with all data.
Employment Type
Full Time
