Business Banking Associate

4 weeks ago

Bend, United States Summit Bank Full time
Job DescriptionJob Description

TITLE: Business Banking Associate

REPORTS TO: C.O. Market Manager

FLSA: Non-Exempt

CATEGORY: Full Time

SHIFT: Monday – Friday, 8:30am – 5:30pm

SUMMARY

The Business Banking Associate will provide high-level administrative and operational support to the relationship banking, treasury and deposit team. Responsible for sales and business development support of the Bank’s treasury management products to established and targeted prospective clients. Performs a variety of duties including, but not limited to, client related transactions, new accounts, report generation and maintenance, document preparation and processing and treasury management training.

ESSENTIAL DUTIES

  1. Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and, accepting responsibility for own actions.
  2. Participates in business calls with colleagues of existing and prospective clients to promote and demonstrate treasury management products and services.
  3. Works closely with Business Development and Deposit Operations in attaining service charge and deposit goals and to solidify customer retention efforts by providing superior level of customer service.
  4. Performs, and tracks completion of demonstrations, setups and installations of all treasury management products and services.
  5. Prepares sales contracts and agreements; ensuring proper documentation and authorizations have been obtained.
  6. Completes regular monitoring and processing functions associated with the Bank’s Treasury Management products and services. Responds to questions and client service requests, interacting with the eBanking group to research and resolve system or client issues as needed.
  7. Provides relationship transition support of the Bank’s treasury management products and services including but not limited to: ACH origination, remote deposit capture, positive pay, business bill pay, and business online banking.
  8. Open accounts across all product lines, utilize profiling process to pro-actively identify client current and future needs for financial services; provide documentation and follow-up to ensure that all needs are met; refer clients, as appropriate, to other business groups.
  9. Coordinates community events, sponsorships, officer coverage and identifies areas of opportunity within the community. Tracks various community events, sponsorship/donation requests, tracking budget categories.

SECONDARY DUTIES

  1. Performs all cash and non-cash transactions maintaining the highest level of customer service to best serve our customers.
  2. Completes assigned Compliance Training.

  1. Maintains all related paper and electronic file systems so that necessary documents can be found easily, and documentation is consistent and complete.
  2. Assumes responsibility for various department functions in the absence of colleagues or in overload situations.
  3. Participates in various internal committees as assigned.
  4. Provides back up support to the branch as a customer service representative.
  5. Assumes responsibility for various department functions in the absence of staff members or in overload situations.

GENERAL

  1. Provides excellent personal customer service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; accepting responsibility for own actions.
  2. Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
  3. Applies good judgment in decision making and sees beyond the immediate assignments and acts on opportunities and problem areas.
  4. Performs position safely and reports potentially unsafe conditions.
  5. Works according to established schedules, arriving on time and with a positive attitude.
  6. Any other duties as defined.

QUALIFICATIONS AND DEMONSTRATED ABILITIES

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

  1. Associates degree in related field or equivalent combination of experience. Work related experience should consist of a minimum of three (3) years of experience. Educational experience, through in-house training, formal school or related curriculum, should be applicable to treasury management and online banking products and services.
  2. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, write reports, correspondence and procedures, speak clearly to customers, employees, directors, and shareholders.
  3. Advanced computer operation and technical skills; online banking, remote deposit, Microsoft Windows and MAC OS, word processing, spreadsheet, and core banking applications.
  4. Valid driver’s license and available transportation to make client calls, demonstrations, and installations.
  5. Intermediate typing skills to meet production needs of position.
  6. Excellent organizational and time management skills.
  7. Ability to read, analyze, and interpret business periodicals, professional journals and procedures.
  8. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  9. Ability to work with minimal supervision while performing duties to handle confidential information with discretion.

PHYSICAL REQUIREMENTS

  1. Frequent walking to assist customers and staff members at various locations within and outside of the Bank.
  2. Frequently lifts and carries up to 30 pounds (scanners and other equipment).
  3. Frequently bends, kneels, stoops, reaches, and/or pushes and pulls when installing or maintaining equipment or opening and closing drawers and cabinets.
  4. Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various duties such as using tools on equipment, typing, writing and maintaining files.
  5. Ability to sit for extended periods of time at assigned station.
  6. Continuous clarity of vision at 20 inches or less for normal processing of work.

  • Relationship Banking Officer

    4 weeks ago

    Bend, United States Summit Bank Full time

    Job DescriptionJob DescriptionREPORTS TO: Central Oregon Market President FLSA: Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:30am – 5:30pm SUMMARYThe Business Client Advisor reports to the Central Oregon Leadership and is responsible for relationship management and development, as well as the generation of loan and deposit activity. Assumes...

  • Relationship Banking Officer

    2 weeks ago

    Bend, United States Summit Bank Full time

    Job DescriptionJob DescriptionREPORTS TO: Central Oregon Market President FLSA: Exempt CATEGORY: Full Time SHIFT: Monday – Friday 8:30am – 5:30pm SUMMARYThe Business Client Advisor reports to the Central Oregon Leadership and is responsible for relationship management and development, as well as the generation of loan and deposit activity. Assumes...

  • Assistant Bank Manager

    2 weeks ago

    Great Bend, United States Landmark Bancorp Full time

    Job DetailsJob Location Great Bend Central - Great Bend, KS Position Type Full Time Education Level Bachelor's Degree Salary Range $18.00 - $31.00 Hourly Travel Percentage Negligible Job Shift Day Shift; rotating Saturday Mornings Job Category Retail Banking Description When you work at Landmark, you'll find we are all about Culture, Connection, and...

  • Business Development Associate

    1 week ago

    South Bend, United States Weigand Construction Co., Inc. Full time

    **Business Development Associate - **South Bend **About Us** Weigand Construction traces its roots back to 1906 when stonesman Henry Weigand began installing and repairing many of Fort Wayne’s brick sidewalks. Four generations later, Larry Weigand has led the company to annual revenues of more than $300 million and positioned it as one of the premier...

  • Business Banker III, South Bend, IN

    3 weeks ago

    South Bend, United States 1st Source Full time

    POSITION SUMMARYResponsible for the management of a portfolio of large sized business and complex accounts. Typically manages a portfolio from $25-$40MM.ESSENTIAL REQUIREMENTSAnalyzes and approves credits within prescribed limits; recommends action on credits in excess of loan limits. Documents bank/customer relationships and commitments. Retains and...

  • Assistant Branch Manager

    4 weeks ago

    Bend, United States Umpqua Bank Full time

    Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...

  • Client Service Specialist I

    4 weeks ago

    Bend, United States Umpqua Bank Full time

    Client Service Specialist I Retail Banking Group Bend, Oregon Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a...

  • Client Service Specialist I Bend

    4 weeks ago

    Bend, United States Umpqua Bank Full time

    Client Service Specialist I Bend Retail Banking Group Bend, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to...

  • Client Service Specialist

    4 weeks ago

    Bend, United States Umpqua Bank Full time

    Client Service Specialist Retail Banking Group Bend, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become...

  • Client Service Specialist I Bend

    4 weeks ago

    Bend, United States Umpqua Bank Corp Full time

    Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...

  • Associate General Counsel

    1 week ago

    South Bend, United States Talently Recruiting Full time

    Position: Associate General CounselLocation: Onsite in South Bend, INSalary: $150K to $250K+, depending on experienceAbout the Company / Opportunity:We are a thriving and expanding financial services firm based in South Bend. We are looking for an Associate General Counsel to partner closely with our Chief Risk Officer, providing legal expertise on all...

  • Associate General Counsel

    7 days ago

    South Bend, United States Talently Recruiting Full time

    Position: Associate General CounselLocation: Onsite in South Bend, INSalary: $150K to $250K+, depending on experienceAbout the Company / Opportunity:We are a thriving and expanding financial services firm based in South Bend. We are looking for an Associate General Counsel to partner closely with our Chief Risk Officer, providing legal expertise on all...

  • Relationship Banker

    2 weeks ago

    North Bend, United States Umpqua Bank Full time

    Relationship Banker Retail Banking Group North Bend, Oregon Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a...

  • Administrative Assistant Ii, Solar Banking, South

    1 week ago

    South Bend, United States 1st Source Bank Full time

    ***:Assists division head and officers with administrative and customer service support within division/region. **ESSENTIAL REQUIREMENTS**: - Provides administrative support for manager or department (i.e., written correspondence, mail distribution, office supply maintenance, etc). - Responsible for prepping loan funding packages related to draw requests...

  • Relationship Banker

    2 weeks ago

    North Bend, United States Umpqua Bank Full time

    Relationship Banker Retail Banking Group North Bend, Washington Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a...

  • Metal Fabrication Associate

    2 weeks ago

    Bend, Oregon, United States PrideStaff Full time

    Fabrication Associate. PrideStaff, a firm specializing in recruiting for Central Oregon businesses, is seeking a Fabrication Associate for an established company in Bend, OR. The right candidate for this position will possess great attention to deta Fabrication, Associate, Metal, Transportation, Staffing, Staff

  • Community Association Manager

    4 weeks ago

    Bend, United States The Management Trust Full time

    The Management TrustPosition Title: Community Association ManagerLocation: Bend, ORReporting To: Community Association ManagerStatus: Exempt, Full-TimeSalary: DOECOMPANY PROFILE:The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity,...

  • Relationship Banker

    2 weeks ago

    North Bend, United States Umpqua Bank Full time

    About the Role : The Relationship Banker helps clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs to offer the best and most appropriate personal and business financial products and services. The Relationship Banker also provides sales and service support to the Retail Store team. They...

  • Director of Business Intelligence

    4 weeks ago

    South Bend, Indiana, United States Everwise Credit Union Full time

    Director of Business IntelligenceWe are searching for an experienced Director of Business Intelligence. Indiana-Hybrid Essential Function The Director of Business Intelligence is responsible for building, developing, and advancing the organizations approach to data analytics and supporting analytics culture through the standardization of data management and...

  • Business Development Representative

    4 weeks ago

    South Bend, United States North American Signs Full time

    Job DescriptionJob DescriptionHybrid Position  The Business Development Representative is responsible for identifying qualified prospects and creating business relationships with companies for the product and solutions we offer.  This person will develop and maintain sales within various industries throughout the country, oversee assigned business...