Commercial Customer Service Banker
About the position
The Commercial Customer Service Banker serves as the primary contact for commercial banking customers, providing support for Treasury Management, depository, and loan services. This role focuses on maintaining and expanding customer relationships, ensuring client satisfaction, and assisting customers with their banking needs through various channels.
Responsibilities
• Maintains and expands the relationship with customers by providing overall customer support services.
,
• Works proactively to identify potential problems, compliance issues, and maximize client satisfaction, encouraging expansion of the relationship.
,
• Identifies products and services that meet customer's needs.
,
• Develops working knowledge of assigned areas and accounts through frequent client contact and execution of standard departmental procedures.
,
• Supports customers in navigating Treasury Management products inclusive of all online platforms.
,
• Services customers' phone and email inquiries.
,
• Assists customers in navigating online platforms and all Treasury Management products utilizing the Bank's servicing tools such as emulation and co-browse.
,
• Assists customers with their deposit and loan questions.
,
• Maintains an appropriate technical understanding of bank systems.
,
• Regularly attends trainings to support/expand knowledge base.
Requirements
• Associate degree, or equivalent work experience
,
• Three to five years of experience in the financial services industry
Nice-to-haves
• Excellent verbal, written, and interpersonal communication skills
,
• Outstanding customer service and problem-resolution skills
,
• Proficient computer skills, especially Microsoft Office applications
,
• Experience with department-specific systems
,
• Advanced knowledge of departmental and bank products and services
,
• Technical support and/or co-browse skills
,
• Preferred understanding of digital capabilities with experience in an Information Technology environment
,
• Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations
Benefits
• Comprehensive healthcare coverage (medical, dental, and vision plans)
,
• Supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity)
,
• 401(k) retirement savings
,
• Life & disability insurance
,
• Employee assistance program
,
• Identity theft protection
,
• Legal support
,
• Auto and home insurance
,
• Pet insurance
,
• Employee discounts with some preferred vendors
Apply Now
The Commercial Customer Service Banker serves as the primary contact for commercial banking customers, providing support for Treasury Management, depository, and loan services. This role focuses on maintaining and expanding customer relationships, ensuring client satisfaction, and assisting customers with their banking needs through various channels.
Responsibilities
• Maintains and expands the relationship with customers by providing overall customer support services.
,
• Works proactively to identify potential problems, compliance issues, and maximize client satisfaction, encouraging expansion of the relationship.
,
• Identifies products and services that meet customer's needs.
,
• Develops working knowledge of assigned areas and accounts through frequent client contact and execution of standard departmental procedures.
,
• Supports customers in navigating Treasury Management products inclusive of all online platforms.
,
• Services customers' phone and email inquiries.
,
• Assists customers in navigating online platforms and all Treasury Management products utilizing the Bank's servicing tools such as emulation and co-browse.
,
• Assists customers with their deposit and loan questions.
,
• Maintains an appropriate technical understanding of bank systems.
,
• Regularly attends trainings to support/expand knowledge base.
Requirements
• Associate degree, or equivalent work experience
,
• Three to five years of experience in the financial services industry
Nice-to-haves
• Excellent verbal, written, and interpersonal communication skills
,
• Outstanding customer service and problem-resolution skills
,
• Proficient computer skills, especially Microsoft Office applications
,
• Experience with department-specific systems
,
• Advanced knowledge of departmental and bank products and services
,
• Technical support and/or co-browse skills
,
• Preferred understanding of digital capabilities with experience in an Information Technology environment
,
• Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations
Benefits
• Comprehensive healthcare coverage (medical, dental, and vision plans)
,
• Supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity)
,
• 401(k) retirement savings
,
• Life & disability insurance
,
• Employee assistance program
,
• Identity theft protection
,
• Legal support
,
• Auto and home insurance
,
• Pet insurance
,
• Employee discounts with some preferred vendors
Apply Now