Business Banking Relationship Specialist

About The Role

Mountain West Bank is seeking a Business Banking Relationship Specialist to partner with our Business Banking and Treasury Management teams in beautiful downtown Coeur d'Alene. This position will support new client acquisition, onboarding, implementation, and ongoing relationship management activities. This position provides subject matter expertise with depository, payment solutions, and treasury management products and seeks opportunities to expand existing and new customer relationships.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Uphold and actively promote the bank’s core beliefs, core values, and customer service standards, collectively known as “Our Compass”.
• Contribute to growth objectives through the acquisition, retention, and expansion of business banking relationships.
• Responsible for onboarding of business banking clients by ensuring clients receive exceptional service during the sales and product onboarding functions.
• Assists the business banking teams with ongoing customer needs, to include opening of depository accounts, initial setup and implementation of business banking related products and customer maintenance.
• Works closely with treasury support on the implementation of treasury services including the completion of required documents.
• Prepare and assist with treasury management proposals, pricing analyses, and product recommendations.
• Follows bank policy and procedure with customer and account onboarding; proactively follows up on pending items, communicating with branch and deposit operations personnel as appropriate.
• Cross Sells products and services offered by the Bank including deposit accounts, payment cards and other treasury management services as appropriate.
• Work closely with business banking teams to provide product expertise and sales support.
• Communicate effectively with clients, potential clients, internal departments, and other bank personnel.
• Anticipate customer needs, respond to customer inquiries in a timely manner, and ensure an exceptional experience for the customer.
• Maintain service level expectations as defined by the bank.
• Performs related duties as assigned. Actively participates in Bank related and community volunteer events as well as business development related activities.
• Comply with Bank policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

• Regular and predictable attendance is an essential function of this job.

• Minimum 3 years of experience in banking or related business development experience.
• Proficiency with Microsoft applications (Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Ability to maintain strict confidentiality
• Ability to multi-task and handle complex tasks efficiently.
• Strong organizational skills with attention to detail
• Excellent customer service skills

• Jack Henry
• MWB Tech Xpert or similar designation
• Treasury Management Experience
• Business Account Opening Experience

This position doesn’t have any direct reports.

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management.

Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.

Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

Must be able to…