Business Solutions Coordinator

Centralbancompany; Lee's Summit (MO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Volunteer days off

Paid federal holidays

Tuition reimbursement

Job summary

Central Bank of the Midwest in Missouri is seeking a proactive Business Solutions Support professional to assist the Business Solutions department’s processes and engage with internal and external customers while delivering legendary service.

You will act as SME for Treasury products, support onboarding, document preparation, and coordination with Level 2, while mentoring teammates and identifying opportunities to provide services.

Qualifications

• Bachelor’s degree or equivalent experience.
• 2+ years’ client-facing Treasury/Finance experience.
• Proven success in a business solutions role.
• Strong problem solving, organizational, and time management.
• Knowledge of online banking, wire, ACH, cards, and risk.
• Excellent written and verbal communication.
• Ability to analyze and interpret complex information.
• Commitment to Central Bank’s core values.

Responsibilities

• Serve as first line of support for internal and external stakeholders.
• Collaborate with sales to onboard new products.
• Prepare documents for various departments.
• Facilitate implementation and support of Treasury products.
• Mentor team members as needed.
• Act as SME for Treasury products and systems.
• Coordinate transitions to Level 2 Support as needed.
• Identify opportunities to offer appropriate services and/or products.
• Qualify opportunities before referrals to sales teams.
• Review agreements and onboarding requests for accuracy.
• Monitor departmental reports for accuracy and timeliness.
• Assist or lead on projects as rolled out by management.

Skills

Client-facing

Treasury knowledge

Communication skills

Problem solving

Time management

Banking products

Reporting skills

Regulatory reading

Education

Bachelor's degree in Business or related field

Job description

What You’ll Do:

As a valued member of the broader Business Solutions team, you will be relied upon to assist the Business Solutions department’s processes and contribute value to the bank’s Business Solutions decisions. You will build rapport with internal and external stakeholders and become a key player in the essential processes of our bank. You will perform a wide variety of support functions for the Business Solutions team. You will engage with both internal and external customers while delivering legendary service. Your strong combination of interpersonal, analytical, and decision-making skills makes you a valued resource and partner.

Key Accountabilities:

• Banking and Client Support
  • Act as the first line of support for internal and external stakeholders, addressing inquiries, troubleshooting issues, coordinating resolutions, and escalating matters as appropriate.
  • Collaborate with the sales team to support the onboarding of new products/services
  • Support various departments with document preparations
  • Act as a liaison with various internal departments to facilitate implementation & support of Treasury products
  • Support and mentor other team members as necessary
• Product Management and Support
  • Act as subject matter expert for Treasury products, services, and systems
  • Communicate with internal/external customers regarding testing and any format or limit changes needed.
  • Install and test on Remote Deposit Capture equipment
  • Provide training for various Treasury products as needed
  • Coordinate smooth transition to Level 2 Support as needed
• Client Development Management
  • Identify areas of opportunity to offer appropriate and necessary services and/or products to existing customers
  • Qualify potential opportunities through conversations before making a referral to appropriate sales team(s).
• Operational Reporting and Special Projects Support
  • Review agreements, internal forms, and onboarding requests to ensure accuracy and proper execution
  • Monitor departmental reports to ensure accuracy and timeliness
  • Complete required audits and reviews as requested or assigned
  • Assist and, in some cases, take the lead on various projects as rolled out by management or the Holding Company.

Central Bank Offers This:

• Competitive Salary, determined by experience and skills
• Comprehensive Benefits package that includes: 401(k) company match, Paid Time Off (PTO), Volunteer Days Off (VTO)
• Paid Federal Holidays
• Tuition Reimbursement

About Central Bank

At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and shape our culture. Some are defined by geography, while others are brought together by shared experiences, values, lifestyles, or goals.

Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought, and values to create better conversations – and thus – better decisions around the most important issues we face as an organization and community of professionals.

Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent, and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives and a compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand, and support the differences that make us better – together.

You’ve Got This:

• Bachelor’s degree, preferably in Business or related field. Consideration may be made for experience in lieu of a bachelor’s degree.
• 2+ years’ recent experience in a client-facing role in Treasury/Cash Management/Card Services, Financial Services, or related business service.
• Demonstrated experience and success in a business solutions role.
• Effective problem-solving, organizational, and time management skills
• Knowledge of different Banking products including online banking, wire transfer, ACH processing, card operations, and risk management
• Strong written, verbal, and interpersonal communication skills
• Ability to deal with and solve difficult problems involving multiple facets and variables
• Ability to read, analyze, and interpret business periodicals, technical procedures, or governmental regulations
• Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Commitment to the organization’s core values