Business Banking Specialist

First Security Bank - Bozeman • Bozeman, MT • 1d ago

About The Role Under general supervision of the VP Commercial Relationship Manager, conformance with established policies and procedures the Business Banking Specialist will provide direct assistance to the Loan Officers for onboarding new business banking accounts and business banking related products, including promotion and support of the involvement in the Commercial Card program.PRINCIPAL DUTIES AND RESPONSIBILITES:- 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, to include opening of 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 on-boarding; 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. Actively participates 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 / onboarding processes.- Provide first line support for operational / onboarding / customer support questions; encouraging 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: SmileEye ContactRefer to Customer by nameViable OptionsInstant AcknowledgementCustomers Always Come FirstEnd with "Thank you" About You Desired Minimum Qualifications: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, incl

Similar Jobs

Liability Claims Adjuster

HUB International • Bozeman, MT • 2w ago

Finance, Accounting & Banking

COMPANY OVERVIEW: Proper Insurance is a specialty property & casualty program manager (MGA) focused on short-term rental risks (e.g., Airbnb, VRBO). We're known for white-glove claims service and pragmatic underwriti...

2w ago

Go to Apply

Finance Instructors for the Jake Jabs College of Business & Entrepreneurship Non-Tenure Track Faculty (Applicant Pool)

Montana State University • Bozeman, MT • 3w ago

Finance, Accounting & Banking

Position Details Position Information Announcement Number FAC - VA - 26072 For questions regarding this position, please contact: Gary Caton Professor gary.caton@montana.edu Classification Title Instructor Working Title...

3w ago

Go to Apply

Activity Class for Credit Non-Tenure Track Faculty (Applicant Pool)

Montana State University • Bozeman, MT • 3w ago

Finance, Accounting & Banking

Position Details Position Information Announcement Number FAC - VA - 26063 For questions regarding this position, please contact: Abbey Holm 406-570-5236 abbey.holm@montana.edu Classification Title Instructor Working Tit...

3w ago

Go to Apply

Accounting Instructors for the Jake Jabs College of Business & Entrepreneurship Non-Tenure Track Faculty (Applicant Pool)

Montana State University • Bozeman, MT • 3w ago

Finance, Accounting & Banking

Position Details Position Information Announcement Number FAC - VA - 26076 For questions regarding this position, please contact: Gary Caton Professor gary.caton@montana.edu Classification Title Instructor Working Title...

3w ago

Go to Apply

Account Manager - Personal Insurance

HUB International • Bozeman, MT • 3w ago

Finance, Accounting & Banking

Are you a "people person"? Are you motivated by helping others? Do you thrive in a busy, ever-changing environment? ...Then keep reading, this might be the perfect opportunity for you! WHO IS HUB? At HUB International, w...

3w ago

Go to Apply

Senior Auditor, Technology Industry

Wipfli LLP • Bozeman, MT • 3w ago

Finance, Accounting & Banking

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relation...

3w ago

Go to Apply

Consumer Loan Processor

First Security Bank - Bozeman • Bozeman, MT • 3w ago

Finance, Accounting & Banking

About The Role Under general supervision of the Consumer Loan Manager, conformance with established policies and procedures the Consumer Loan Processor will provide direct assistance to the lenders with loan portfolio ad...

3w ago

Go to Apply

CDL A Team Truck Driver

CRST • Livingston, MT • 9h ago

Trucking & Construction

CRST The Transportation Solution Inc. is one of the nation's largest transportation companies, providing total transportation solutions and comprehensive logistics services to customers all over North America. We are loo...

9h ago

Go to Apply

Administrative Assistant

HUB International • Bozeman, MT • 12h ago

Management & Administrative

Are you an office guru? Are you brilliant at multi-tasking? Do you thrive in a busy, ever-changing environment? Then keep reading, this might be the perfect opportunity for you! WHO IS HUB? At HUB International, we are a...

12h ago

Go to Apply

Construction Account Manager

HUB International • Bozeman, MT • 19h ago

Trucking & Construction

19h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.