Business Services Representative

4 weeks ago

Evansville, United States Legence Bank Full time
Job DescriptionJob Description

Job Title: Business Services Relationship Specialist
Job Status: Full-Time
FLSA Status: Non-Exempt

JOB DESCRIPTION
Summary/Objective

Do you have a passion for customer service and building relationships? Do you enjoy finding solutions that help businesses operate more efficiently? The Business Services Relationship Specialist partners with business owners to do just that.

The Business Relationship Specialist works with both the retail and lending departments to provide a well-rounded suite of products for their customers. Providing solutions to aid in ACH processing, Remote Deposit and other financial innovations.

Essential Functions

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help qualified individuals with disabilities perform the essential functions.

1. Represent and promote the company through participation in community events, civic/philanthropic groups, industry-specific forums, and meetings, ensuring the expansion of relationships, networks, and referral sources.

2. Build strong relationships with business owners, gaining an understanding of their needs and recommending financial solutions to help improve their daily operations.

3. Demonstrate strong working knowledge of company products, services, policies, and procedures, continually deepening your knowledge of trends, practices, and services within the competitive landscape.

4. Utilize sales and relationship management tools to identify and refer current and prospective clients, as well as maintain frequent contact.

5. Effectively partners with other team members and departments to deliver a full complement of business services, including but not limited to RDC, ACH, Positive Pay, and Smart Cash Management.

6. Ensure that customer relationships are managed to maximize revenue contribution, while mitigating risk and focusing on customer needs.

7. Assist in the underwriting and preparation of new ACH originators packets to be submitted for approval and onboard the originator on both SCM and NuPoint.

8. Be a member of the RDC, SCM, and Mobile Deposit support team, which will include: working with business customers to troubleshoot issues such as, why a merchant can’t transmit an RDC file, why they can’t get their ACH file to upload or why their ACH file was not processed or their mobile deposit is not showing in their account.

9. Adhere to the RDC audit schedule through the completion of onsite visits.

10. Acquire knowledge of ACH exceptions and returns process to better help originators understand situations when they have returns.

11. Assist in the management of the Smart Cash Management program, gaining a full understanding of policies and procedures to allow for accurate and efficient install, troubleshooting and maintenance.

12. Exhibits interpersonal and communication skills, providing an environment of open and authentic communication.

13. Adhere to all company service standards, serving as an example to other team members, as well as to our customers.

14. All other duties as assigned.

Competencies

1. Communication.

2. Relationship Management.

3. Critical Evaluation.

4. Consultation.

5. Business Acumen.

6. Ethical Practice.

7. Customer Service.

8. Sales Acumen.

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers and smartphones.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear.

Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of 8:00 a.m. to 4:30 p.m. Occasional evening and weekend work may be required as job duties demand.

Travel

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Required Education and Experience

1. High School Diploma or Equivalent

2. Proficient in Microsoft Office

3. Able to Quickly Learn New Software

4. Valid Driver’s License

Preferred Education and Experience

1. 3 Years Sales Experience, With 1 Year Trouble-Shooting/Customer Care Experience

2. 1 Year Current Banking Experience

Please note that training will be provided in relation to banking procedures, auditing functions, product knowledge, and overall process.

Additional Eligibility Qualifications
Work Authorization/Security Clearance (if applicable)

AAP/EEO Statement
Legence Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.

Other Duties

Please 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.

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