Business Services Relationship Specialist

Job Description

Job Description

BUSINESS SERVICES RELATIONSHIP SPECIALIST

Job Description

Job Title : Business Services Relationship Specialist

Job Status : Full-Time

FLSA Status : Non-Exempt

JOB DESCRIPTION

Do you have a passion for customer service and building relationships? Do you enjoy finding solutions that help businesses operate more efficiently? The Business Services Relationship Specialist partners with business owners to do just that.

The Business Relationship Specialist works with both the retail and lending departments to provide a well-rounded suite of products for their customers. Providing solutions to aid in ACH processing, Remote Deposit, Positive Pay, Cash Management, Payment Processing, and other financial innovations.

Essential Functions

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help qualified individuals with disabilities perform the essential functions.

1. Represent and promote the company through participation in community events, civic / philanthropic groups, industry-specific forums, and meetings, ensuring the expansion of relationships, networks, and referral sources.

2. Build strong relationships with business owners, gaining an understanding of their needs and recommending financial solutions to help improve their daily operations.

3. Demonstrate strong working knowledge of company products, services, policies, and procedures, continually deepening your knowledge of trends, practices, and services within the competitive landscape.

4. Utilize sales and relationship management tools to identify and refer current and prospective clients, as well as maintain frequent contact.

5. Effectively partners with other team members and departments to deliver a full complement of business services.

7. Assist in the underwriting and preparation of business service products to be submitted for approval and onboard the originator on all platforms.

8. Be a member of the Business Services support team, which will include but not limited to : working with business customers to troubleshoot issues either on-site or virtually.

9. Exhibits interpersonal and communication skills, providing an environment of open and authentic communication.

10. Adhere to all company service standards, serving as an example to other team members, as well as to our customers.

11. All other duties as assigned.

Competencies

1. Communication

2. Relationship Management

3. Critical Evaluation

4. Consultation

5. Business Acumen

6. Ethical Practice

7. Customer Service

8. Sales Acumen

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Work Environment

This job operates in a professional office environment and in an outside sales capacity. This role routinely uses standard office equipment such as laptop computers and smartphones.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type / Expected Hours of Work

Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of 8 : 00 a.m. to 5 : 00 p.m. Occasional evening and weekend work may be required as job duties demand.

Travel

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Required Education and Experience

• High School Diploma or Equivalent
• 1 Year Business-to-Business Sales Experience
• Proficient in Microsoft Office
• Able to Quickly Learn New Software
• Valid Driver’s License

Preferred Education and Experience

3 Years Business-to-Business Sales Experience, With 1 Year Troubleshooting / Customer Care Experience

1 Year Current Banking Experience

We understand that benefits matter – we offer a competitive benefit package for all full-time employees which includes :

Additional Eligibility Qualifications

Work Authorization / Security Clearance (if applicable)

AAP / EEO Statement

Legence Bank is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.