Business Banking Relationship Specialist

Gbcijobs; Coeur d'Alene (ID); Sur place; USD 52 000 - 64 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

PTO

Retirement Plan

Health Savings Account

Résumé du poste

Mountain West Bank in Coeur d'Alene, Idaho is seeking a Business Banking Relationship Specialist to support new client acquisition, onboarding, implementation, and ongoing relationship management for business customers.

You will provide subject matter expertise in depository and treasury management products, collaborate with our Business Banking and Treasury teams, and work to expand client relationships through thoughtful service and cross-selling.

Qualifications

• Minimum 3 years of banking or related business development experience.
• Ability to onboard clients and support product implementations.
• Strong communication and interpersonal skills.
• Proficient with Microsoft Office applications.
• Knowledge of treasury management products is a plus.

Responsabilités

• Grow business banking relationships through acquisition, retention and expansion.
• Onboard business banking clients and ensure exceptional service during sales/onboarding.
• Assist with opening depository accounts and initial setup of banking products.
• Work with treasury support on treasury services implementation.
• Prepare treasury management proposals and pricing analyses.
• Cross-sell deposits, payment cards, and treasury services.
• Maintain client communication and timely responses.
• Adhere to bank policies and compliance requirements.
• Attend bank and community events as needed.

Connaissances

Excellent verbal and written comms

Confidentiality

Multi-tasking

Organizational skills

Customer service

Relationship building

Business banking knowledge

Outils

Microsoft Word

Microsoft Excel

Microsoft Outlook

Description du poste

About The Role

Mountain West Bank is seeking a Business Banking Relationship Specialist to partner with our Business Banking and Treasury Management teams in beautiful downtown Coeur d'Alene. This position will support new client acquisition, onboarding, implementation, and ongoing relationship management activities. This position provides subject matter expertise with depository, payment solutions, and treasury management products and seeks opportunities to expand existing and new customer relationships.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Functions

• Uphold and actively promote the bank’s core beliefs, core values, and customer service standards, collectively known as “Our Compass”.
• Contribute to growth objectives through the acquisition, retention, and expansion of business banking relationships.
• Responsible for onboarding of business banking clients by ensuring clients receive exceptional service during the sales and product onboarding functions.
• Assists the business banking teams with ongoing customer needs, to include opening of depository accounts, initial setup and implementation of business banking related products and customer maintenance.
• Works closely with treasury support on the implementation of treasury services including the completion of required documents.
• Prepare and assist with treasury management proposals, pricing analyses, and product recommendations.
• Follows bank policy and procedure with customer and account onboarding; proactively follows up on pending items, communicating with branch and deposit operations personnel as appropriate.
• Cross Sells products and services offered by the Bank including deposit accounts, payment cards and other treasury management services as appropriate.
• Work closely with business banking teams to provide product expertise and sales support.
• Communicate 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 exceptional 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.
• 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.

Other Accountabilities and Responsibilities

• Regular and predictable attendance is an essential function of this job.

Position Requirements

• Minimum 3 years of experience in banking or related business development experience.
• Proficiency with Microsoft applications (Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Ability to maintain strict confidentiality
• Ability to multi-task and handle complex tasks efficiently.
• Strong organizational skills with attention to detail
• Excellent customer service skills

Preferred Knowledge, Skills and Abilities

• Jack Henry
• MWB TechXpert or similar designation
• Treasury Management Experience
• Business Account Opening Experience

Supervisory Scope

This position doesn’t have any direct reports.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.

About You

Love Where You Work!

At Mountain West Bank, our employees love where they work! Our employees describe our culture as one that promotes having fun at work and being one big happy family. We take every opportunity we can to recognize and appreciate our employees, not only on designated days, but all throughout the year. We love investing in our employees whether it be in the form of our generous 401(k) contributions or our robust training programs. We also love volunteering in our communities and love delivering the unexpected not only to each other but to our customers and the community.

Love Where You Live!

We love where we live, and we try to make our communities a little better, both individually and as a team. We strongly encourage all our employees to give back to the community in which they live and we even pay them to do so.

Do you have a desire to make your city a better place to live? We just might be able to help you do it.

A Strong Foundation

Mountain West Bank operates exclusively in the state of Idaho serving Bonners Ferry, Ponderay, Sandpoint, Coeur d’Alene, Post Falls, Hayden, Boise, Meridian, Eagle, Nampa, Hailey and Ketchum. We are one of 17 division banks under the Glacier Bancorp umbrella. Glacier Bancorp, Inc. is a community banking organization with assets greater than $29 billion, operating in banking offices across eight western states: Montana, Idaho, Utah, Washington, Wyoming, Colorado, Arizona, Nevada, and Texas. Since 2015 we have been recognized as one of America’s Best Banks, America’s Best-In-State-Companies (top holding company), one of America’s Best Employers By State, one of America’s Most Trusted Companies and one of the World’s Best Banks, according to Forbes Best Banks lists.

Ready to LOVE WHERE YOU WORK?

What We Offer

COMPENSATION & BENEFITS

Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.

• medical, dental, vision, and life insurance
• Coverage is available to employees and their eligible dependents in accordance with our written plan documents.
• You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services.
• Paid Time Off (PTO) plan and paid holidays
• PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees.
• PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy.
• Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays.
• Employees in Utah and Nevada may be eligible for pay for certain state recognized holidays.

Visit our website for more details. Check it out!

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.