Business Banking Associate Lead

Description

CORE VALUES: Park State Bank’s Core values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, And INNOVATIVE. We endeavor to live by these values in all that we do!

MISSION: The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions and a community-friendly experience.

POSITION SUMMARY: Performs a full range of banking services, with emphasis on Business Clients. Meets with clients to discuss needs and identify/recommend solutions to identified needs. Opens, closes, and services business deposit accounts as well as all Treasury Management offerings. Assists business bankers and business clients with account needs and provides customer service. This role will also be responsible for providing work direction and support to the Business Banking Associate team. Must acquire the knowledge and skills necessary to help clients onboard to their products/services. Respond quickly and accurately to escalated requests and issues generated by customer.

Please note that we are hiring for only one position, although this opportunity is posted in multiple markets where Park State Bank is located.

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:

• Works closely with the Business Banking Associate Manager and Market Presidents to lead the business banking deposit team. Work involves developing operational processes, identifying future opportunities, establishing and updating departmental policies and procedures, assist with training the Business Banking Associates, test new products and workflows, assist the marketing team with developing and updating marketing items for deposit accounts, and works closely with the retail banking department to assist clients in offices throughout all of our markets. Willingness to travel to all markets as needed.

• Be an innovative member of the team that is self-driven and is eager to contribute to the long-term success of the business banking team. Provides coaching, monitoring and feedback to team members. Responsible for reviewing and analyzing daily/weekly/monthly reports as assigned.

• Consistently provides a high level of service when working with new and existing clients. Includes accurate, professional, efficient service to all clients through multiple communication channels, including in person, emails, phone calls and online conversations. Cultivate strong relationships with clients, demonstrating empathy, integrity, and a commitment to their success while fostering trust and loyalty. Responsibilities include identifying new business opportunities, managing client portfolios and identifying opportunities to provide additional banking products and services that align with the needs and goals of our business banking clients.

• Performs all activities related to the opening, closing, and servicing of various types of time and demand deposit accounts; including certificates of deposits, checking accounts, and savings accounts. Perform a wide range of services including, servicing and maintenance for, debit cards, CDs, HSAs, IRAs, safe deposit boxes, including address changes, stop payments, transfers, and processes check orders. Functions as a point person for client on suspected or real fraud on businesses deposit accounts.

• Provides support to aid new client acquisition, acting as a liaison between the sales process and the onboarding process. Working with the Business Bankers, provides key support by maintaining a client focus with an awareness and understanding of implementing products and services. This role supports sales and operational activities, facilitates client onboarding of Business Clients including Treasury Management, along with assisting Business Bankers with ongoing client relationship management activities. Solves basic to intermediate Treasury Management related problems and delegate more complex issues to the appropriate channel.

• Assist clients with understanding options available for initiating wire transfers, including in person wires, repetitive wires, Cash Management wires and reverse wires. Have a good understanding of all types of wire transfers and capabilities. Assist clients with initiating all types of wire transfers. Ensures applicable regulations, disclosures, policies, and procedures are followed and is trained on depository compliance regulations.

• Provides quality, personalized service to ensure customer satisfaction and retention. Interacts with clients to identify their needs. Cross sells and/or refers Bank products and services to clients. Develops new client relationships from referrals and makes referrals to Business Bankers, Retail Bankers, and Mortgage Bankers, as appropriate.
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