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Wheatland Bank, Division of Glacier Bank · 5 hours ago

Business Banking Relationship Specialist

Spokane, WA

Full-time

Onsite

Mid Level

$27.34/hr - $41.01/hr

3+ years exp

Wheatland Bank, a division of Glacier Bank, is seeking a Business Banking Relationship Specialist to provide support for depository and treasury related products. The role involves onboarding new business banking accounts, assisting with commercial loan processes, and expanding customer relationships while ensuring exceptional service and compliance with bank policies.

BankingCredit CardsFinancial Services

No H1B

Responsibilities

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 and treasury management products and customer maintenance

Follows bank policy and procedure with customer and account on-boarding; proactively follows up on pending items, communicating with branch and deposit operations personnel as appropriate

Assures quality customer service and portrays a positive and professional image for the Bank by friendly and efficient handling of all customer requests and by developing and maintaining professional relationships with outside associates

Assists in gathering of initial documentation to open Customer Information Files (CIF) and opens the CIF in Jack Henry. Works closely with the Operations department and branch Personal Bankers for the opening of deposit accounts associated with lending customers. Ensures all account opening processes/procedures follow institution and regulatory guidelines

Occasionally request boarding of loan documents

Occasionally assist Loan Processors in perfecting collateral

Assists with Branch Operations and Loan Center Operations, such as coordinating schedules to ensure adequate staffing coverage during business hours, answering phones, greeting customers, and dual control activities

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

Communicates 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 excellent 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

Adhere to Wheatland Bank Core Values

Keep management informed of area activities and any significant problems

Provide exceptional customer service to all customers, both internal and external

Represent Wheatland Bank in a Professional fashion to include; professional image, confidentiality, regular and consistent attendance, punctual