Client Onboarding & Business Solutions Specialist

Bank of Sun Prairie; Town of Sun Prairie (WI); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Bank of Sun Prairie is seeking a Business Banking Support Specialist to assist VPs and Business Banking clients with ACH Origination, Bill Pay, Express Deposit, and related products. The role includes onboarding new clients, setting up accounts, and providing ongoing service and sales support onsite.

You will collaborate with internal partners to install and train on products, resolve technical issues, and help grow deposits while maintaining strong compliance and client satisfaction.

Qualifikationen

• Experience providing customer support in financial services or banking is preferred.
• Ability to install and train users on banking software and online platforms.
• Comfortable with joint calling and presenting products to clients.

Aufgaben

• Provide support to VP - Business Solutions Manager, VP - Business Solutions, and Business Banking clients on specialized products (ACH Origination, Bill Pay, Express Deposit, Positive Pay, Wire Transfers, Lockbox, Mobile Banking).
• Establish/open and service Business Banking deposit accounts and add-on services (Business Credit Cards, Merchant Services).
• Install, train, and provide ongoing customer service/sales support for Business Banking clients, in person or field.

Kenntnisse

Customer oriented

Problem solving

Communication skills

Multi-tasking

Time management

Sales support

Team collaboration

Technical troubleshooting

Detail oriented

Microsoft Office

Tools

Microsoft Office

Jobbeschreibung

Bank of Sun Prairie is seeking a Business Banking Support Specialist to assist VPs and Business Banking clients with ACH Origination, Bill Pay, Express Deposit, and related products. The role includes onboarding new clients, setting up accounts, and providing ongoing service and sales support onsite.

You will collaborate with internal partners to install and train on products, resolve technical issues, and help grow deposits while maintaining strong compliance and client satisfaction.