Commercial Banking Specialist

1 week ago


Fargo, North Dakota, United States Bell Bank Full time
Job Summary

The Commercial Client Services Specialist plays a vital role in connecting retail, treasury management, and HealthcareBank operations regarding VRU, commercial banking, online, and mobile banking services. This individual utilizes knowledge of treasury management, commercial banking, and deposit products to effectively serve Bell Bank's commercial customer base. They provide solutions for customers encountering complex issues with online banking, mobile banking, text banking, or VRU, and receive escalated calls from bank employees. This team serves as a one-stop shop for customers to resolve questions or issues that may arise.

Key Responsibilities
  • Facilitate and accept change within Bell's Values and Bottom Line.
  • Internal and External Technical Support:
    • Monitor incoming tickets in the service managing tool.
    • Build rapport with retail customers, commercial clients, and employees; understand and represent customers' needs when communicating internally.
    • Handle ACD calls from internal bank employees and external customers related to online banking for retail, commercial, and HealthcareBank support queues.
  • Listen and communicate clearly and effectively both verbally and non-verbally, while providing computer hardware and software support remotely to retail customers and commercial clients.
  • Use appropriate tools to remote into retail customers' and commercial clients' computer or mobile device to guide them through updating software or hardware.
  • Respond to retail customer, commercial client, and employee requests as it relates to online and commercial services products or treasury management services within established SLA requirements.
Requirements
  • Desired B.A. in Business Administration, Finance, or related field and/or related banking or customer service experience and/or experience in information technology, treasury management, bank operations, customer service experience.
  • Proficiency in banking deposit products and customer service.
  • Knowledge of PC and Mac operating systems, browsers, malware and virus software, Citrix, and proxy services that may be used by commercial customers is desirable.
  • Ability to occasionally work additional hours to meet coverage needs for commercial client services or meet project deadlines.
  • Ability to work effectively both within a team, and as an individual contributor, in an unpredictable environment.
  • Ability to analyze problems and respond swiftly to unpredictable challenges.
  • Ability to recall guidelines and procedures and absorb new ideas and concepts quickly.
About Bell Bank

Bell Bank is a leading financial institution in the upper Midwest, with a strong commitment to customer service and community involvement. We offer a competitive compensation package and a dynamic work environment that fosters growth and development.



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