Banking Services Associate: Client Success & Implementation

Community Corporation; Lexington (SC); On-site; USD 42,000 - 65,000; Full time

Job summary

First Community Bank in Lexington, SC seeks a Business Services Associate to support Business Services customers and assist Consultants with preparing agreements and implementation documents.

You will handle customer self-assessments, manage implementation schedules, review service limits for accuracy, maintain client lists, and promote banking solutions by referring customers to appropriate staff.

Qualifications

• Associate degree, or at least 5 years of related experience, or an equivalent combination of education and experience.
• Banking knowledge or expertise. Understanding of banking products, regulations, processes.
• Ability to multi-task and support cross-functional teams. Must be able to provide support to internal business partners.
• Effective oral and written communication skills.
• Must possess general problem solving, analytical and research skills. Ability to interpret written and oral instructions.
• Attention to detail, well organized, proactive and self-starter.
• Proficiency in using personal computers and office products (e.g., Word, Excel).

Responsibilities

• Be proficient in the following products and services: Business DDAs and Business Services products – Business Online Banking, Business Mobile Banking, ACH, wire, remote deposit, Positive Pay, etc.
• Internal support contact person for Business Services customers. Providing high-level customer support, product troubleshooting and training. Liaison between customer and other back-office departments for in-depth research and solutions.
• Prepares agreements and implementation packages based on information provided by Business Services Consultants.
• Manages customer self-assessments process, service implementation schedule and performs review of service implementation and limits for accuracy.
• Maintains database of client lists, limits, conduct purged customers review, etc. for the Business Services department.
• Promote business for the Bank by maintaining good customer relations, speaking with customers about service solutions, and referring customers to appropriate staff for new services using Bank-endorsed techniques and processes.

Skills

Oral and written communication

Problem solving

Analytical skills

Multitasking

Organization

Self-motivation

Education

Associate degree

Tools

Word

Excel

Job description

First Community Bank in Lexington, SC seeks a Business Services Associate to support Business Services customers and assist Consultants with preparing agreements and implementation documents.

You will handle customer self-assessments, manage implementation schedules, review service limits for accuracy, maintain client lists, and promote banking solutions by referring customers to appropriate staff.