Business Services Specialist I

3 weeks ago

Zebulon, United States United Bank Full time
United Bank
Who We Are:

United Bank offers exciting career opportunities and has a unique company mission and culture. We are an innovative and growing 118-year-old, $2.4 billion Community Bank, that proudly provides Signature Service to our customers, in 19 locations and 11 counties, throughout Middle Georgia.

View Our Annual Magazine - OUR STORY

What We Offer:
  • Career opportunities and growth
  • Competitive benefit package. Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, employee stock purchase plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks.
  • Flexibility
  • Unique Culture
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Job Title: Business Services Specialist I

Job Summary:

Under general direction, the Business Services Specialist I is responsible for providing customer support for a variety of business services products, assisting with the referral process, and providing support to other Business Services team members.

General Description/Duties:

Duties include but are not limited to the following:
  • Accept and process inbound calls and emails concerning business services products and related customer requests. Prioritize and queue callbacks for other Business Services team members as necessary.
  • Accept and process various service-related requests from existing cash management, remote deposit capture and merchant services customers, coordinating satisfactory resolution, while requesting the involvement of third party vendors when necessary.
  • Monitor merchant services ticketing system for any ongoing issues and share information with other Business Services team members as needed.
  • Perform annual Remote Deposit Capture audits.
  • Process necessary paperwork for changes needed for existing Cash Management customers including the addition and removal of accounts and users.
  • Utilize CRM software to process referrals and maintain ongoing communication with customers.
  • Support Business Services team members as needed, including aiding with paperwork, equipment preparation and testing and follow up on outstanding customer issues.
  • Assist with inventory control of merchant equipment and supplies.
  • Maintain customer files to comply with documented policies and procedures.
  • Perform other duties as assigned, including special projects or other requests.
  • Position will be required to comply with all Federal and State banking laws and related regulations, to include but not limited to the Bank Secrecy Act.
Requirements:
  • High school diploma or equivalent.
  • Detailed knowledge of United Bank products and services preferred or ability to learn.
  • Team player with positive approach to fast paced work environment and rapid changes.
  • Able to multi-task and maintain composure during time-sensitive situations.
  • Proficient using Microsoft Office Suite (Excel, Word, Outlook) and the ability to quickly learn and utilize various software.
  • Exceptional customer service skills; customer focused.
  • Detail-oriented and professional.
  • Exceptional written and verbal communication skills; utilizes active listening.
  • Excellent writing and grammatical skills.
  • Manages time wisely, confident, and self-motivated.
  • Ability to organize and prioritize tasks.
  • Desire for continual learning and professional development.

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