Description
GENERAL SUMMARY: Responsible for delivering exceptional service to Members, prospects, and internal team members while supporting the goals of the Business Banking Department. Provides comprehensive administrative and operational assistance to enhance efficiency and ensure outstanding service. Demonstrates the ability to address and resolve complex inquiries and issues with professionalism and accuracy. QUALIFICATIONS: Minimum Education & Experience Requirements:
- High School diploma or equivalent
- 2 years of experience in a support, sales, or administrative capacity in a financial service environment
- Spanish speaking preferred
Additional Preferred Education & Experience:
- Knowledge and understanding of technical, PC based cash management products
- Knowledge of business banking depository products and branch operations
Minimum Knowledge & Skill Requirements:
- Must be detail oriented with strong organizational skills
- Strong written and verbal communication skills
- Excellent interpersonal skills and Member service attitude
- Ability to maintain focus and professionalism under pressure
- Must be able to learn in a fast-paced environment
- Can work independently and in a team-oriented, collaborative environment
- Advanced computer skills (MS Office-Word, Outlook, Excel)
- Ability to comprehend and reason through situations and problems concerning operations, software and processes
- Excellent problem-solving skills, mature judgment and the ability to handle difficult situations
COMPETENCIES:
- Action Oriented
- Time Management
- Customer Focus
- Priority Setting
- Interpersonal Savvy
- Organizing
WORKING CONDITIONS/ENVIRONMENT: This job requires that the employee sit a majority of the time. Office setting is onsite and remote. Infrequent lifting of up to 25 pounds may be required. Some travel may be necessary in Pima, Pinal, Cochise, and Maricopa Counties. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). . MAJOR ACCOUNTABILITIES AND TASKS:
- Assist Business Banking Cash Management and Support Specialist(s) in day-to-day operations, to include but not limited to: assisting with existing member service/support requests, follow-up on referrals, support system implementation and documentation of new member services, being a subject matter expert to assist branch staff.
- Assist Business Banking sales and operations teams in day-to-day operations, to include but not limited to: support the onboarding process for new business loan or account requests, working with internal departments to assist with existing member service requests, and preparing correspondence.
- Builds, develops and maintains relationships with members to ensure a positive member experience.
- Manages referrals, and other follow-up assigned tasks.
- Interprets and responds appropriately to correspondence and inquires. Resolves Members' requests, problems, and complaints or directs them to the appropriate person for information and assistance.
- Able to analyze and resolve complex account questions or issues; expected to be able to assess and solve issues pertaining to Member-facing procedure topics.
- Effectively uses technology tools to reach out to Members and employees for follow-up, feedback, and sales efforts.
- Maintains files accurately, collects and analyzes data, and prepares reports within assigned deadlines.
- Maintains professionalism, friendliness and diplomacy at all times with Members, employees, and vendors.
- Performs other duties as assigned.
Salary range is $20.90 - $27.42/hour. Job Grade, NE-10. Final salary is dependent on candidate's experience and qualifications. Equal Opportunity Employer Veterans Disabled
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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