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Provides a complete range of customer and branch support for Business Internet Banking services; Oversees Referrals for new Cash Management Customers, change Requests for existing Cash Management customers, Business NetTeller setups, customer calls, demonstrations, and troubleshooting; on-site visits to new and existing business Internet Banking customers; Provides exceptional customer service both on the phone and in person.
MAJOR DUTIES & RESPONSIBILITIES
- Complete knowledge of TM Products.
- Partnering with Branch Manager and Loan Officers on Customer Building/ Relationships with TM Services.
- Determining Existing customer needs/potential.
- Cross Sell TM Products.
- Work with Referring branches on services.
- Customer Presentations.
- Travel to Branches and with Officers for customer visits.
- Travel to customers as needed.
- Attends Branch and Loan meetings to assist with Educating all staff on TM Products.
- Works with customers to determine product needs and evaluate needs to minimize Risk.
- Determines appropriate limits (permanent and temporary) for CM Service situations with prudence and sound judgement.
- Has a complete understanding of account documentation and business organization.
- Completes TM Documentation and obtains appropriate signatures.
- Acquires approvals on all TM product requests.
- Assists with answering incoming phone calls, emails, and skypes from internal/external customers and assist with TM Troubleshooting with little to no assistance.
- Collaborates with DM on in branch marketing ideas to promote CM.
- Resolves most issues with little advice or direction.
- Firm understanding of policy and procedures and adheres to them.
- Review and complete reports.
- Maintains accurate records (Master log, Production Log, Report Log, Calendar, etc.).
- Strong thought process and decision-making skills.
- Completes all Assigned training in a timely manner.
MINIMUM QUALIFICATIONS
Education and Experience:
- High school degree or GED required
- 5 years of similar or related experience
Knowledge, Skill, Ability (Other Skills):
- Professional verbal and written communication skills.
- Strong interpersonal skills, using considerable tact, diplomacy, and judgment.
- Strong organizational, customer service, communication and decision-making skills.
- Strong conflict management skills, a keen sense of observation, the ability to act with tact and diplomacy, and most of all the ability to handle stressful situations with ease.
