Commercial Services Representative
Job description
Position Requirements:
Qualified candidates must possess the following:
- Bachelor’s degree or working toward a degree in business, finance or related field or possess a comparable level of education and experience.
- Be energetic and able to work independently and partner with others to drive sales.
- Possess demonstrated success in handling complex customer inquiries, along with a knowledge and understanding of the of the treasury/cash management products.
- Exhibit excellent communication and presentation skills and the flexibility to travel to various customer or branch locations.
- Be proficient in the use of Microsoft Office applications as well as various external vendor software solutions (FiServ/APS) and other banking/financial specific software applications and hardware.
- Be extremely organized and possess the ability to effectively manage time, multi-task and prioritize.
- Be self-motivated and goal oriented in order to grow the commercial services portfolio and be able to function with limited supervision
Primary Responsibilities:
Performs daily functions necessary to accelerate growth and provide quality service regarding all commercial/treasury products and services. Comprehensive knowledge necessary of applicable policies, procedures, and processes to implement client requests. Works with management in the implementation of commercial services products and insures their proper delivery to commercial customers. Processes and validates all commercial services product setups. The position requires accountability for the timeliness and accuracy of entire process from receipt of request to completion. Communicates with various levels of internal personnel to coordinate and resolve implementation issues. Exercises judgment within guidelines.
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