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The Business Services Support Representative

Tri City National Bank
West Allis, United Statesfull_timeVerifiedPosted 8 Jul 2026
💰 $50,000/yr

About the role

Overview

Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.

 

The Business Services Support Representative provides support to Merchant Services, Remote Deposit Capture, and Cash Management products, including document preparation and processing, becoming familiar with Business Mobile services offered through Business Digital Banking and is working toward a basic understanding of business products.

 

Compensation: staring $25.00 per hour depending on experience.

Responsibilities

  • Actively assists with client relationship activities by supporting the setup and maintenance of cash management products and services, while developing the skills and confidence needed to perform these tasks independently.
  • Assist with client inquiries by providing information and helping resolve issues, seeking guidance as needed to ensure accuracy.
  • Assists in joint client and prospect meetings with commercial lenders and branch teams, supporting business development efforts. Focuses on building communication skills and product knowledge by helping more senior staff with cash management discussions and client support.
  • Supports client base by identifying cash management solutions and cross-sell opportunities, developing analytical skills to better understand client needs.
  • Build foundational knowledge of cash management products, services, and pricing, with the goal of supporting the team more effectively over time.
  • Assists with initiatives for client retention, cross-sales, referrals, and client satisfaction by providing support to the team and working to develop strong customer service skills.
  • Helps review documentation for accuracy and monitors exceptions, gradually developing the attention to detail and technical skills required for independent cash management support.
  • Suggests ways to improve and streamline services for efficiency and quality assurance.
  • Supports internal teams and third-party vendors with modifications and implementations related to cash management services, learning about daily client service delivery processes.
  • Assists in monitoring regulatory and compliance requirements by supporting the team and participating in training related to company policies and procedures, with the goal of developing compliance awareness.
  • All other duties as assigned.

Qualifications

  • Minimum of two years previous personal or commercial banking and general banking experience
  • Knowledge of bank operations and products including but not limited to Business Online and Digital Banking, Business Checking and Savings Products, RDC, ACH, Wires, Bill Pay and Positive Pay Operations.
  • Ability to discuss bank products with customers in a courteous and professional manner both over the telephone and in person.
  • Ability to organize and prioritize work and manage projects.
  • Capable of working independently. Manage time effectively completing assigned duties within required deadlines.
  • Provide problem resolution to both internal and external customers in support of customer retention and satisfaction objectives of the Business Services Department.

Why Join Us: 

  • Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
  • Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
  • Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
  • Celebration of Success: Join a team that values and celebrates individual and collective achievements.
  • Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.
  • Great Employee Benefits that start on the 1st of the month after your hire date!
    • 401(k) with company match
    • Up to 20 hours of paid vacation after 3 months (must work an average of 20+ hours per week in order to be eligible for paid vacation.)
    • 401(k) with company match
    • Tuition reimbursement
    • Medical, dental, and vis

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Company

Tri City National Bank

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