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Business Banking Services Specialist

4 months ago

Remote, Oregon, United States Old Glory Bank Full time
Job DescriptionJob Description

Job Summary

If you're a highly motivated individual who is passionate about customer service, enjoys building relationships, and thrives in a technical environment, we encourage you to apply

As part of our continued growth and commitment to excellence, we are seeking an enthusiastic customer-focused Business Banking Services Specialist to join our growing Business Banking team. Be a part of a dynamic team and assist new business clients' journey to open their business accounts. We are passionate about helping businesses grow. In this role, you'll be the first point of contact for our valued business banking customers, playing a critical role in their onboarding experience. You'll guide them through the account setup process, answer their questions with clear and concise communication, and troubleshoot any technical hurdles they encounter, laying the foundation for a long-lasting, successful partnership.

Responsibilities:

Be the Champion of Onboarding: You'll own the onboarding process for new business banking customers, ensuring a seamless and positive experience from start to finish. This includes gathering information, processing applications, setting up accounts, and providing clear explanations of our online and mobile banking platform and services.

Relationship Builder: You'll develop strong relationships with our business banking customers by actively listening to their needs, providing personalized service, and exceeding their expectations. You'll be the conduit to onboarding the customer and engaging the customer with their relationship manager and our lending team.

Problem-Solver: You'll identify and resolve customer issues efficiently and professionally, working collaboratively with other departments within the Bank, when needed. In our online and mobile banking environment, you'll be prepared to assist customers with troubleshooting common modern banking issues they may encounter while using our online banking platform, mobile app, or other tools. You'll answer a variety of questions from business banking customers via phone, email, and chat. This may include inquiries about account features, online banking access, transactions, and troubleshooting technical issues they face while navigating our online and mobile platforms. This may involve guiding them through login processes, navigating features, and resolving basic system errors.

Accuracy Matters: You'll ensure all customer data and account information is accurate and up to date, adhering to strict internal policies and procedures.

Qualifications

  • Minimum of 1 year of customer service experience, preferably in a financial services or business-to-business environment.
  • Strong understanding of basic banking principles and financial products.
  • Excellent written and verbal communication skills, with the ability to explain complex information in a clear and concise manner.
  • Active listening skills and a genuine desire to help customers succeed.
  • Proficiency in Microsoft Office Suite and a willingness to learn about new technologies, with a focus on online and mobile banking platforms.
  • Experienced with Online Applications and network applications.
  • A positive and professional demeanor with a focus on building trust and rapport.

Education:

  • High School Diploma or equivalent required.

Benefits:

  • Medical
  • Dental
  • Vision
  • Health Savings Account or Flexible Spending Account
  • Dependent Care Assistance Program (DCAP)
  • Supplemental Health Plans for Disability, Accident & Cancer
  • Life Insurance
  • Stock Options
  • 401(k) Plan
  • Paid Time Off

The above information is intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

Nothing in this job posting restricts management's right to assign or reassign job duties as required. This job description is not to be construed as a guaranteed contract of employment for a definite period.

Old Glory Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Company DescriptionOld Glory Bank is a 120-year-old bank from Elmore City, Oklahoma, formerly First State Bank of Elmore City, that now serves customers in all 50 states through its online and mobile banking technology. Steeped in ties to community and small-town values, Old Glory Bank is the premier pro-America and pro-Constitution bank that is committed to providing exceptional banking services to retail and business customers. Ensuring financial privacy, security, and liberty of customers is Old Glory Bank's first priority.

At Old Glory Bank, we hire talented and enthusiastic people with a love of country and who put others ahead of themselves. Those people become part of the OGB family. We offer our team members great benefits, competitive pay, and paid time off to ensure our employees are engaged and excited to be members of the OGB family. We invest in our employees by offering a robust benefits package, stock options, and ongoing training and development with opportunities for career advancement.Company DescriptionOld Glory Bank is a 120-year-old bank from Elmore City, Oklahoma, formerly First State Bank of Elmore City, that now serves customers in all 50 states through its online and mobile banking technology. Steeped in ties to community and small-town values, Old Glory Bank is the premier pro-America and pro-Constitution bank that is committed to providing exceptional banking services to retail and business customers. Ensuring financial privacy, security, and liberty of customers is Old Glory Bank's first priority. \r
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At Old Glory Bank, we hire talented and enthusiastic people with a love of country and who put others ahead of themselves. Those people become part of the OGB family. We offer our team members great benefits, competitive pay, and paid time off to ensure our employees are engaged and excited to be members of the OGB family. We invest in our employees by offering a robust benefits package, stock options, and ongoing training and development with opportunities for career advancement.