Business Banking Specialist jobs in United States
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Glacier Bancorp, Inc. · 11 hours ago

Business Banking Specialist

Glacier Bancorp is a financial institution seeking a Business Banking Specialist to assist Loan Officers in onboarding new business banking accounts and related products. The role involves providing exceptional service, supporting ongoing client needs, and marketing bank products and services.

BankingCommercialFinanceVenture Capital
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Growth Opportunities
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Responsibilities

Responsible for onboarding of business banking clients by ensuring clients receive exceptional service during the sales and product onboarding functions
Assists the Commercial Relationship Managers with ongoing client 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
Proactively market products and services offered by the Bank including deposit accounts, payment cards and other treasury management services as appropriate
Work closely with Commercial Relationship Managers to provide product expertise, client, 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
Become familiar with and understand the bank’s loan policy manual
Review commercial loan files to ensure all necessary documents are provided and properly prepared, including appraisals, organizational documents, title insurance, property insurance, etc
Maintain virtual folders for preparation of document production and scanning to internal systems
Maintain a working knowledge of credit authorization documents and applicable worksheets to assist commercial loan officer with completion
Represent the division as a subject matter expert for all Commercial Card-related solutions internally and externally
Support the payables solution approach and demonstrate how it fits in with a customer’s broader procure to pay approach
Participate in business development meetings and effectively communicate one on one to foster collaboration
Manage and lead Tier Prospect Report found on Power BI, according to local leadership’s annual production goals
Work with the division’s Chief Banking Officer and local Leadership, to identify and scale best practices through the entire sales/support cycle
Support staff and Clients with the Commercial Card application / onboarding processes
Provide first line support for operational / onboarding / customer support questions; encouraging customers to use all available self-service tools
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
Regular and predictable attendance to accomplish job duties and provide in-person contact with customers
Employees are required to actively use the service pledge in all customer encounters

Qualification

Business banking knowledgeCustomer service skillsCommercial Card expertiseExcelTime managementInterpersonal skillsDetail orientedCommunication skills

Required

High school diploma or equivalency
Two or more years of experience in a financial institution with broad exposure to products, services, and procedures
Proficiency with use of personal computers and associated software, including Word and Excel
Excellent grammatical, punctuation, spelling, and editing skills
Exhibit professional and friendly attitude; strong communications and interpersonal skills to address customer questions and concerns
Must be able to handle multiple tasks moving quickly from one task to another without loss of accuracy or composure
Must be detail oriented. Able to perform repetitive work with consistency and accuracy. Able to find and correct errors. Able to communicate technical information, both verbally and in writing
Demonstrated ability to manage time and meet deadlines in a fast-paced environment. Able to learn all loan functions as required
Demonstrated ability to exercise sound judgment in handling confidential and sensitive information
Ability to travel to customers, potential customers and First Security Bank branches/departments
Maintain a valid driver's license and a driving record acceptable to our insurer
Regular and predictable attendance to accomplish job duties and provide in-person contact with customers

Benefits

Medical, dental, vision, and life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan, including 401(k) and Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Generous Paid Time Off (PTO) plan
Paid holidays

Company

Glacier Bancorp, Inc.

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At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn.

Funding

Current Stage
Public Company
Total Funding
unknown
1997-10-01IPO

Leadership Team

R
Randall Chesler
President and Chief Executive Officer
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D
Don Chery
EVP/Chief Administrative Officer
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Company data provided by crunchbase