Business Services Associate - PT

The Business Services Associate is responsible for delivering support to Business Services customers and assist s the Business Services Consultants with preparing agreements and implementation documents, reporting and special projects.

• Be proficient in the following products and services:
  • Business DDAs
  • Business Services products – Business Online Banking, Business Mobile Banking, ACH, wire, remote deposit, Positive Pay, etc.
• Internal support contact person for Business Services customers. Providing high-level customer support, product troubleshooting and training. Liaison between customer and other back-office departments for in-depth research and solutions.
• Prepares agreements and implementation packages based on information provided by Business Services Consultants.
• Manages customer self-assessments process, service implementation schedule and performs review of service implementation and limits for accuracy.
• Maintains database of client lists, limits, conduct purged customers review, etc. for the Business Services department.
• Promote business for the Bank by maintaining good customer relations, speaking with customers about service solutions, and referring customers to appropriate staff for new services using Bank-endorsed techniques and processes.

• Associate degree, or at least 5 years of related experience, or an equivalent combination of education and experience.
• Banking knowledge or expertise. Understanding of banking products, regulations, processes.
• Ability to multi-task and support cross-functional teams. Must be able to provide support to internal business partners.
• Effective oral and written communication skills.
• Must possess general problem solving, analytical and research skills. Ability to interpret written and oral instructions.
• Attention to detail, well organized, proactive and self-starter.
• Proficiency in using personal computers and office products (e.g., Word, Excel).