Business Banking Support

2 weeks ago

Osage Beach, United States Central Bancompany Full time

Be the primary individual that provides support of commercial banking services product installation and implementation within the bank, its branches, and customer locations. Requires the ability to exercise independent judgment with moderate supervision. Provides support for all department products and services, customer service, upselling, and on-site customer training. This position performs a variety of administrative duties in support of certain products. Assists all department customers any way possible within their scope of judgment or refer to management. Makes appropriate referrals to other business units for traditional and non-traditional banking products and services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Follows through on customer, Business Banking sales representatives, and management requests for customer product or service set up, changes, additions, and training.

Assists on any other problems and issues with Business Banking products and services. Explains procedures and regulations to ensure all department customers meet and understand compliance requirements.

Provides support for the department products and services, special projects, customer service, upselling, on-site customer training, and work closely with senior management when required.

Supports efforts in the growth and development of marketing programs for new commercial banking products and services.

Works with other departments within the Holding Company, bank, branch facilities and customers to solve problems and keep appropriate documentation current.

Provides support in reaching departmental goals and budget controls.

Ensures all reports, bills, and upgrades pertaining to products or services for the department are done in accordance with instructions given or due dates given.

Maintains a positive relationship with clients to ensure financial needs are met and expectations exceeded.

Assists on calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients.

Acquires and maintains a thorough knowledge and understanding of compliance and regulatory issues relating to customer service.

Demonstrates the highest level of professionalism, sales performance, effectiveness, efficiency and customer service.

Develops and maintains a thorough knowledge of the services, operations, and organization of Central Bank of Lake of the Ozarks; communicates this understanding to others when appropriate and refers inquiries and correspondence to the proper department or individual.

Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank record keeping requirements.

Actively participates in sales referral program; attends appropriate referral training; utilizes referral program initiatives; works with management to set referral goals and works to achieve targeted goals.

Makes effective referrals to business units for traditional and non-traditional banking products and services.

Completes or attends all required training.

ADDITIONAL DUTIES AND RESPONSIBILITIES

May be assigned other duties and responsibilities.

May be assigned work or training at other assigned locations.

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