Business Service Officer/ Senior BSO, Business Banking

Location:

660 White Plains Road - Tarrytown, New York 10591

Job Posting Title: Business Service Officer/ Senior BSO, Business Banking

LOCATION: Ability to be in office 2-3 days in Key Bank office in surrounding New York marketplace, covering Tarrytown, NY clients.

Open to surrounding markets covering Tarrytown clients, required 2-3 days in Key Bank office.

ABOUT THE JOB (JOB BRIEF):

Job Summary

Business Service Officer oversees a portfolio of Business Banking clients reporting to Commercial Onboarding and Servicing (COS) to within an assigned market. The BSO will serve as a primary point of contact within the Business Banking Segment and drive servicing execution. The primary objective of the role is to lead the delivery of a premium client experience and value through timely, quality resolution of client service requests and proactive client outreach and support, while managing and mitigating Bank and Client risk.

ESSENTIAL JOB FUNCTIONS:

• Assists in all aspects of client servicing for customer relationships within assigned portfolio.
• Client’s first point of contact for customer service issues, assisting the client in navigating the bank. 
• Handles inquiries in an efficient and timely manner. Solves customer problems, taking full ownership of client needs through resolution, managing any roadblocks.
• Knowledge of Bank’s financial relationship with clients (i.e., depository relationship, loans, leases, etc.) and proficiently accesses all information pertaining to such, and address client’s questions or concerns.
• Understands core deposits and cash management products and affects set- up of all client deposit products, including account opening and maintenance.
• Understands loan and lease products and drives all customer service related to these products. 
• Take a proactive role in customer retention.
• Partners with sales team in portfolio management actives. 
• Act as liaison between internal fraud group and clients. 

Business Service Officer REQUIRED QUALIFICATIONS:

• Associate Degree or equivalent work experience
• 1- 5 years of experience in banking or financial services
• Direct work experience with business banking clients and associated products, or equivalent experience
• General to working knowledge of financial products and services.
• Demonstrated excellent written and verbal communication skills.
• Excellent customer service skills, active listening and problem resolution.
• Great PC skills (Word, Excel, Power Point) and navigation of Internet
• Strong organization and follow up skills.
• Preferred Salesforce experience

OR

Sr Business Service Officer REQUIRED QUALIFICATIONS:

• Associate Degree or equivalent work experience
• 7+ years experience in banking or financial services
• Direct work experience with business banking clients and associated products
• Demonstrated working knowledge of business banking financial products and services.
• Demonstrated excellent written and verbal communication skills.
• Excellent customer service skills, active listening and problem resolution.
• Great PC skills (Word, Excel, Power Point) and navigation of Internet
• Strong organization and follow up skills.
• Preferred Salesforce experience

Sr Business Service Officer PREFERRED QUALIFICATIONS

• 3 or more years of servicing business banking products
• Applied experience servicing of business banking products including, core deposits, cash management products, loan and lease products

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment.  As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

This position is NOT eligible for employment visa sponsorship for non-U.S. citizens.

Compensation Note: This position is eligible to earn a base hourly rate depending on location and job-related factors such as level of experience. Team will also evaluate if a candidate is aligned with qualifica