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Posted : Thursday, January 11, 2024 12:00 PM
Job Description
Business Banking Client Support Specialist
Classification: Non-Exempt
Salary Grade: 2
Reports to: Electronic Banking Team Lead
Date: January 1, 2023
Summary/Objective
The Business Banking Client Support Specialist is responsible for providing specialized and technical support to Business Banking customers for all products and services.
This specialist is responsible for training new and existing customers and training for process modifications on existing services.
In addition, the specialist will act as a connection with internal departments in providing assistance for all Business Banking products and services.
Primary Functions Responsible for physical set-up and/or deployment of new client products and services that include Remote Deposit Capture, Electronic Medical Lockbox, traditional Lockbox, and Business Electronic Banking.
Train business clients on all Business Banking products and Business Online services.
Responsible for setup and maintenance of Account Analysis accounts as well as billing for Analysis customers.
Works closely with Business Banking Sales Officer to support and maintain business client relationships.
Responsible for reviewing and processing of Rapid Mobile and ATM deposits.
Responsible for monitoring and supporting all treasury management products including, but not limited to, lockbox, merchant capture, and Business Electronic Banking services.
Assist treasury management sales staff with implementation coordination for new and existing clients and may accompany them on occasional sales calls.
Perform daily operational tasks for various treasury management products.
Provide internal support to internal treasury management staff on products and services.
Escalates questionable transactions and reoccurring issues to management in a clear and timely manner.
As requested, researches and resolves issues that surface on customer deposit accounts; escalates unresolved issues to management in a timely manner.
Performs basic internal reviews and validations of deposit activity and transactions as requested.
Maintain strict financial controls on all assigned work; performs daily reconciliations and identifies, resolves and reports all exceptions.
Process and research requests received from branches.
Assist the team to meet or exceed established department service level agreements.
Adheres to all Bank policies and procedures as well as all applicable state and federal banking regulations in the context of their responsibilities.
Secondary Functions Serve in a back-up capacity to other functions in Electronic Banking included but not limited to fraud monitoring and wire processing.
Monitor and assist in developing enhanced systems, procedures and training.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Supervisory Responsibility This position has no supervisory responsibilities.
Work Environment This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Physical Demands 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.
While performing the duties of this job, the employee is regularly required to talk or hear.
This is a largely sedentary role, requiring use of typical office equipment such as a computer and phone; however, occasional bending, stooping, and stretching may be required as well as the ability to lift up to 10 pounds.
The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms.
Specific vision abilities required by this job include close vision and ability to adjust focus.
Position Type/Expected Hours of Work This is a full-time position.
Days and hours of work are Monday through Friday, 8:00 a.
m.
to 5:00 p.
m.
Travel Some travel is expected for this position.
Required Education and Experience High School graduate or GED.
Able to demonstrate strong computer skills.
Proficient in Microsoft Windows, Word, Excel, and Outlook.
Preferred Education and Experience Post High School Education or 1 year of related experience.
Experience with current financial deposit account rules and regulations.
AAP/EEO Statement Citizens National Bank is an equal employment opportunity employer and complies with all applicable laws and regulations regarding affirmative action and equal opportunity and does not illegally discriminate against anyone protected by law because of that person’s race, color, religion, sex, national origin, age, or the individual’s status as a veteran or a qualified disabled individual.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
This specialist is responsible for training new and existing customers and training for process modifications on existing services.
In addition, the specialist will act as a connection with internal departments in providing assistance for all Business Banking products and services.
Primary Functions Responsible for physical set-up and/or deployment of new client products and services that include Remote Deposit Capture, Electronic Medical Lockbox, traditional Lockbox, and Business Electronic Banking.
Train business clients on all Business Banking products and Business Online services.
Responsible for setup and maintenance of Account Analysis accounts as well as billing for Analysis customers.
Works closely with Business Banking Sales Officer to support and maintain business client relationships.
Responsible for reviewing and processing of Rapid Mobile and ATM deposits.
Responsible for monitoring and supporting all treasury management products including, but not limited to, lockbox, merchant capture, and Business Electronic Banking services.
Assist treasury management sales staff with implementation coordination for new and existing clients and may accompany them on occasional sales calls.
Perform daily operational tasks for various treasury management products.
Provide internal support to internal treasury management staff on products and services.
Escalates questionable transactions and reoccurring issues to management in a clear and timely manner.
As requested, researches and resolves issues that surface on customer deposit accounts; escalates unresolved issues to management in a timely manner.
Performs basic internal reviews and validations of deposit activity and transactions as requested.
Maintain strict financial controls on all assigned work; performs daily reconciliations and identifies, resolves and reports all exceptions.
Process and research requests received from branches.
Assist the team to meet or exceed established department service level agreements.
Adheres to all Bank policies and procedures as well as all applicable state and federal banking regulations in the context of their responsibilities.
Secondary Functions Serve in a back-up capacity to other functions in Electronic Banking included but not limited to fraud monitoring and wire processing.
Monitor and assist in developing enhanced systems, procedures and training.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Supervisory Responsibility This position has no supervisory responsibilities.
Work Environment This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Physical Demands 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.
While performing the duties of this job, the employee is regularly required to talk or hear.
This is a largely sedentary role, requiring use of typical office equipment such as a computer and phone; however, occasional bending, stooping, and stretching may be required as well as the ability to lift up to 10 pounds.
The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms.
Specific vision abilities required by this job include close vision and ability to adjust focus.
Position Type/Expected Hours of Work This is a full-time position.
Days and hours of work are Monday through Friday, 8:00 a.
m.
to 5:00 p.
m.
Travel Some travel is expected for this position.
Required Education and Experience High School graduate or GED.
Able to demonstrate strong computer skills.
Proficient in Microsoft Windows, Word, Excel, and Outlook.
Preferred Education and Experience Post High School Education or 1 year of related experience.
Experience with current financial deposit account rules and regulations.
AAP/EEO Statement Citizens National Bank is an equal employment opportunity employer and complies with all applicable laws and regulations regarding affirmative action and equal opportunity and does not illegally discriminate against anyone protected by law because of that person’s race, color, religion, sex, national origin, age, or the individual’s status as a veteran or a qualified disabled individual.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
• Phone : NA
• Location : Meridian, MS
• Post ID: 9045251115
