Business Banking Portfolio Manager

Description

Ensures timely and accurate set up of accounts/services for Business Banking clients.

• Works with Business Banking team and other departments throughout the organization to ensure timely and accurate set up of accounts/services for new and existing clients while abiding by compliance requirements.
• Serves as liaison between clients and various departments within Main Street to gather any missing documentation.
• Knowledgeable in regards to Main Street’s products and services and uses knowledge to identify other cross-sell opportunities and refer existing customers and prospects to appropriate business partners.
• Provides exceptional customer service to clients.
• Serves as a resource for branch network with questions on account set up.
• May set up client accounts.
• May represent the Bank at community events.
• Participates in training related to Bank Secrecy Act/Anti-Money Laundering requirements of the institution as it relates to the specific position held and is able to effectively identify transactions or situations relative to the position that would not follow the BSA/AML Policy of the institution.

• Manage ACH filter setups, operating instructions, and addendums.
• Process internal automatic transfers, service requests, and stop payments (Check/ACH).
• Handle forged or altered checks and unauthorized ACH debit claims.

• Prepare account verification letters.
• Prepare and securely send ICs/CDARS statements, maturity notices, and activity statements for CD, loan, and deposit accounts.
• Provide deposit account statements upon request.
• Facilitate secure document delivery via Adobe Sign or Share File.
• Process "On Behalf Of" requests, manage user updates and address changes, and enable SSO for Intra Fi/ICS.
• Complete assigned tasks from Business Banking or Branches, ensuring full resolution and client follow-up.
• Assist with Banno conversations when applicable.

• Create, review, and correct operating instructions and addendums for Remote Deposit, Positive Pay, ACH, and Wires.
• Index ISR's, operating instructions, Addendums, miscellaneous forms, and workflow ISR's and Addendums.
• Review and coordinate with Deposit Ops to correct processed check numbers.
• Provide assistance with NSF, Non-Post, unresolved positive pay items, and verify with the customer to transfer or pay pending items.
• Notify clients of voided mobile deposits and provide guidance for redeposit.

• Minimum High School diploma or equivalent. College degree or equivalent experience preferred.
• Minimum of three years retail banking sales and customer service experience.
• Strong knowledge of banking products and services and the ability to demonstrate proficiency in Main Street’s products/services offerings.
• Strong knowledge of relevant bank regulations.
• Excellent customer service skills
• Strong interpersonal, oral and written communication skills and aptitude
• Ability to make decisions and work independently of direct supervision
• Demonstrated ability to meet deadlines
• Strong computer skills with the ability to learn and attain proficiency with various technology solutions.

The physical demands described below are representative of those that must be met to successfully perform the essential functions of this job. They are subject to change at any time due to reasonable accommodation or other reasons. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sitting for extended periods of time.
• Walking; bending at the waist; dexterity of hands and fingers to operate a computer.
• Hearing and speaking to exchange information in person or by phone.
• Seei…