Job Description

Be the primary individual that provides support of commercial banking services product installation and implementation within the bank, its branches, and customer locations.

Requires the ability to exercise independent judgment with moderate supervision. Provides support for all department products and services, customer service, upselling, and on-site customer training.

This position performs a variety of administrative duties in support of certain products. Assists all department customers any way possible within their scope of judgment or refer to management.

Makes appropriate referrals to other business units for traditional and non-traditional banking products and services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Follows through on customer, Business Banking sales representatives, and management requests for customer product or service set up, changes, additions, and training.

Assists on any other problems and issues with Business Banking products and services. Explains procedures and regulations to ensure all department customers meet and understand compliance requirements.

Provides support for the department products and services, special projects, customer service, upselling, on-site customer training, and work closely with senior management when required.

Supports efforts in the growth and development of marketing programs for new commercial banking products and services.

Works with other departments within the Holding Company, bank, branch facilities and customers to solve problems and keep appropriate documentation current.

Provides support in reaching departmental goals and budget controls.

Ensures all reports, bills, and upgrades pertaining to products or services for the department are done in accordance with instructions given or due dates given.

Maintains a positive relationship with clients to ensure financial needs are met and expectations exceeded.

Assists on calls on potential and / or existing clients to develop new business and increase or retain relationships with current clients.

Acquires and maintains a thorough knowledge and understanding of compliance and regulatory issues relating to customer service.

Demonstrates the highest level of professionalism, sales performance, effectiveness, efficiency and customer service.

Develops and maintains a thorough knowledge of the services, operations, and organization of Central Bank of Lake of the Ozarks;

communicates this understanding to others when appropriate and refers inquiries and correspondence to the proper department or individual.

Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank record keeping requirements.

Actively participates in sales referral program; attends appropriate referral training; utilizes referral program initiatives;

works with management to set referral goals and works to achieve targeted goals.

Makes effective referrals to business units for traditional and non-traditional banking products and services.

Completes or attends all required training.

ADDITIONAL DUTIES AND RESPONSIBILITIES :

May be assigned other duties and responsibilities.

May be assigned work or training at other assigned locations.

Requirements

High school education or equivalent combination of education, training and experience that provides the required knowledge, skills and abilities.

Previous experience in cash management, wire services or related area is desirable. General background in bank policies, procedures, and banking regulations (state and federal);

knowledge of bank products and services.

Ability to read, write, and speak English. Excellent verbal, listening and communication skills. Strong customer relations skills and ability to work with employees and customers in a cooperative manner.

Ability and desire to work as part of a team, and with people of diverse backgrounds

Demonstrated skill in customer service and training.

Ability to identify client needs, present banking solutions and bank products.

Ability to recognize closing opportunities to refer, retain and grow customer relationships.

Ability to use and understand the Microsoft office suite of products.

Must have a strong understanding of Word documents, Excel spreadsheets and Outlook email and scheduling.

Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage;

business correspondence formats, record keeping and filing methods; basic math calculations.

Strong organizational skills and attention to detail.

Possesses good judgment skills.

Ability to make decisions, works independently, handles confidential information and manages multiple tasks.

Willingness to work flexible hours as needed and a willingness to assume additional responsibilities / duties / projects as they arise.

Ability to operate office equipment including computers, calculators / adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, and security devices.

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Last updated : 2024-03-24