Business Banking Specialist
First Security Bank Montana - Div. of Glacier Bank, Bozeman, Montana, us, 59772
About The Role
Under general supervision of the VP Commercial Relationship Manager, the Business Banking Specialist provides direct assistance to Loan Officers for onboarding new business banking accounts and business banking related products, including promotion and support of involvement in the Commercial Card program.
Principal Duties and Responsibilities
Responsible for onboarding of business banking clients by ensuring clients receive exceptional service during the sales and product onboarding functions.
Assists the Commercial Relationship Managers with ongoing client needs, including opening depository accounts, initial setup and implementation of business banking and treasury management products and customer maintenance.
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.
Proactively market products and services offered by the Bank including deposit accounts, payment cards and other treasury management services as appropriate.
Work closely with Commercial Relationship Managers to provide product expertise, client and sales support.
Communicates 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 excellent experience for the customer.
Maintain service level expectations as defined by the bank.
Performs related duties as assigned and participate in Bank related and community volunteer events as well as business development related activities.
Become familiar with and understand the bank’s loan policy manual.
Review commercial loan files to ensure all necessary documents are provided and properly prepared, including appraisals, organizational documents, title insurance, property insurance, etc.
Maintain virtual folders for preparation of document production and scanning to internal systems.
Maintain a working knowledge of credit authorization documents and applicable worksheets to assist commercial loan officer with completion.
Represent the division as a subject matter expert for all Commercial Card-related solutions internally and externally.
Support the payables solution approach and demonstrate how it fits in with a customer’s broader procure to pay approach.
Participate in business development meetings and effectively communicate one on one to foster collaboration.
Manage and lead Tier Prospect Report found on Power BI, according to local leadership’s annual production goals.
Work with the division’s Chief Banking Officer and local Leadership to identify and scale best practices through the entire sales/support cycle.
Support staff and clients with the Commercial Card application and onboarding processes.
Provide first line support for operational, onboarding, and customer support questions; encourage customers to use all available self-service tools.
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 to accomplish job duties and provide in-person contact with customers.
Employees are required to actively use the service pledge in all customer encounters.
Service Pledge Service Pledge:
Smile, Eye Contact, Refer to Customer by name, Viable Options, Instant Acknowledgement, Customers Always Come First, End with “Thank you”.
About You Education And Experience
High school diploma or equivalency
Two or more years of experience in a financial institution with broad exposure to products, services, and procedures.
Knowledge, Skills and Abilities
Proficiency with use of personal computers and associated software, including Word and Excel.
Excellent grammatical, punctuation, spelling, and editing skills.
Exhibit professional and friendly attitude; strong communications and interpersonal skills to address customer questions and concerns.
Ability to handle multiple tasks moving quickly from one task to another without loss of accuracy or composure.
Detail oriented, able to perform repetitive work with consistency and accuracy, and to find and correct errors. Able to communicate technical information, both verbally and in writing.
Demonstrated ability to manage time and meet deadlines in a fast-paced environment. Able to learn all loan functions as required.
Demonstrated ability to exercise sound judgment in handling confidential and sensitive information.
Ability to travel to customers, potential customers and First Security Bank branches/departments.
Maintain a valid driver’s license and a driving record acceptable to our insurer.
Physical Demands and Working Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is often required to sit, use hands in repetitive motions to finger, grasp, handle or feel, and talk or hear. The employee is occasionally required to stand, walk, and lift or reach with hands and arms. The employee must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. The employee may need to perform work on a computer for an extended period. Must be able to work extended hours or travel off site when required. Must be capable of regular, reliable, and timely attendance. Must be capable of climbing/descending stairs in an emergency situation. The job may involve lifting up to 25 pounds occasionally and up to 10 pounds frequently, and requires close visual acuity for data preparation, transcription, and machine/inspection tasks. The work environment is indoors in a climate-controlled shared area with moderate noise.
What We Offer COMPENSATION & BENEFITS:
Starting salary is dependent upon relevant experience and geographic location. We offer an extensive benefits package including medical, dental, vision, and life insurance for employees and eligible dependents. Additional benefits include a health savings account option, EAP, health rewards program, retirement savings plan (401(k) and Profit-Sharing), disability benefits, education and training benefits, and discounts on banking products and services. Paid Time Off (PTO) and paid holidays are offered; PTO accruals and holidays vary by position and seniority. Some locations may offer state holiday pay.
We are an
Equal Opportunity Employer
and qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other protected status.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US. No recruiters or unsolicited agency referrals, please.
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Principal Duties and Responsibilities
Responsible for onboarding of business banking clients by ensuring clients receive exceptional service during the sales and product onboarding functions.
Assists the Commercial Relationship Managers with ongoing client needs, including opening depository accounts, initial setup and implementation of business banking and treasury management products and customer maintenance.
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.
Proactively market products and services offered by the Bank including deposit accounts, payment cards and other treasury management services as appropriate.
Work closely with Commercial Relationship Managers to provide product expertise, client and sales support.
Communicates 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 excellent experience for the customer.
Maintain service level expectations as defined by the bank.
Performs related duties as assigned and participate in Bank related and community volunteer events as well as business development related activities.
Become familiar with and understand the bank’s loan policy manual.
Review commercial loan files to ensure all necessary documents are provided and properly prepared, including appraisals, organizational documents, title insurance, property insurance, etc.
Maintain virtual folders for preparation of document production and scanning to internal systems.
Maintain a working knowledge of credit authorization documents and applicable worksheets to assist commercial loan officer with completion.
Represent the division as a subject matter expert for all Commercial Card-related solutions internally and externally.
Support the payables solution approach and demonstrate how it fits in with a customer’s broader procure to pay approach.
Participate in business development meetings and effectively communicate one on one to foster collaboration.
Manage and lead Tier Prospect Report found on Power BI, according to local leadership’s annual production goals.
Work with the division’s Chief Banking Officer and local Leadership to identify and scale best practices through the entire sales/support cycle.
Support staff and clients with the Commercial Card application and onboarding processes.
Provide first line support for operational, onboarding, and customer support questions; encourage customers to use all available self-service tools.
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 to accomplish job duties and provide in-person contact with customers.
Employees are required to actively use the service pledge in all customer encounters.
Service Pledge Service Pledge:
Smile, Eye Contact, Refer to Customer by name, Viable Options, Instant Acknowledgement, Customers Always Come First, End with “Thank you”.
About You Education And Experience
High school diploma or equivalency
Two or more years of experience in a financial institution with broad exposure to products, services, and procedures.
Knowledge, Skills and Abilities
Proficiency with use of personal computers and associated software, including Word and Excel.
Excellent grammatical, punctuation, spelling, and editing skills.
Exhibit professional and friendly attitude; strong communications and interpersonal skills to address customer questions and concerns.
Ability to handle multiple tasks moving quickly from one task to another without loss of accuracy or composure.
Detail oriented, able to perform repetitive work with consistency and accuracy, and to find and correct errors. Able to communicate technical information, both verbally and in writing.
Demonstrated ability to manage time and meet deadlines in a fast-paced environment. Able to learn all loan functions as required.
Demonstrated ability to exercise sound judgment in handling confidential and sensitive information.
Ability to travel to customers, potential customers and First Security Bank branches/departments.
Maintain a valid driver’s license and a driving record acceptable to our insurer.
Physical Demands and Working Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is often required to sit, use hands in repetitive motions to finger, grasp, handle or feel, and talk or hear. The employee is occasionally required to stand, walk, and lift or reach with hands and arms. The employee must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. The employee may need to perform work on a computer for an extended period. Must be able to work extended hours or travel off site when required. Must be capable of regular, reliable, and timely attendance. Must be capable of climbing/descending stairs in an emergency situation. The job may involve lifting up to 25 pounds occasionally and up to 10 pounds frequently, and requires close visual acuity for data preparation, transcription, and machine/inspection tasks. The work environment is indoors in a climate-controlled shared area with moderate noise.
What We Offer COMPENSATION & BENEFITS:
Starting salary is dependent upon relevant experience and geographic location. We offer an extensive benefits package including medical, dental, vision, and life insurance for employees and eligible dependents. Additional benefits include a health savings account option, EAP, health rewards program, retirement savings plan (401(k) and Profit-Sharing), disability benefits, education and training benefits, and discounts on banking products and services. Paid Time Off (PTO) and paid holidays are offered; PTO accruals and holidays vary by position and seniority. Some locations may offer state holiday pay.
We are an
Equal Opportunity Employer
and qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other protected status.
Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US. No recruiters or unsolicited agency referrals, please.
#J-18808-Ljbffr