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Business Services Assistant

Business Services Assistant

Home Bank SBMartinsville, IN, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

SUMMARY

This position is responsible for assisting business customers with daily administrative needs related to cash management and other small business account needs. In addition, this position assists in the administration needs of the business services department.

AREA OF RESPONSIBILITY :

Customer Service

  • Perform careful analysis of customers' needs and best product options, working with the customer to ensure the effective and efficient use of products.
  • Discusses customer needs, problems, and complaints with appropriate people within the bank.
  • Assist customers in day-to-day administrative account maintenance to enhance the commercial client's business operations

Administration

  • Complete monthly reports for the department
  • Organizes and administer cash management systems including annual reviews
  • Maintain the company's mystery shop program
  • Implement and troubleshoot digital banking products
  • Business Development

  • Arrange business development meetings with existing and prospective clients
  • Participate in community events as a professional representative of the Business Services team
  • COMPETENCIES

    Communicating

  • Communicates in a straightforward and assertive fashion
  • Updates relevant people with timely information
  • Listens carefully to what others are saying
  • Respects and considers all opinions, even counter-opinions
  • Demonstrating Integrity

  • Assumes responsibility for mistakes and failures
  • Demonstrates consistency between what is said and what is done
  • Behaves according to sound ethical and legal standards
  • Working with Others

  • Is respectful of others
  • Balances individual goals with team goals
  • Builds and maintains productive relationships with people throughout the organization
  • Adapting to Change

  • Maintains composure in frustrating situations
  • Demonstrations flexibility in working with others
  • Adapts to help others adapt to change
  • Client Service

  • Effectively responds to customer needs
  • Answers customer questions and fully addresses their concerns
  • Quickly and practically solves customer's problems
  • Demonstrates appropriate discretion; keeps confidential information private
  • Representing the Bank

  • Demonstrates good interpersonal communication and presentation skills
  • Manages difficult customer situations and treats others with respect
  • Maintains a neat and professional appearance
  • Business Development

  • Develops strong relationships with existing customers
  • Projects a good impression of the bank and its integrity
  • Uses contacts in the business community to produce business for the bank
  • Can think quickly and develop practical solutions to problems
  • Cross-sells the bank's products and services to customers
  • JOB KNOWLEDGE :

  • Strong business and financial knowledge
  • Business Services Manager job knowledge
  • Knowledge of department-related financial services regulations and compliance
  • Knowledge of market research and analysis
  • Strong knowledge of the company's products and services
  • Knowledge of the company's operations and management
  • COMPLIANCE

    All positions within Home Bank SB must comply with all state and federal laws and regulations as per the Bank's compliance policies and procedures.

    SUPERVISORY RESPONSIBILITIES

    This position does not require supervisory responsibilities.

    WORK ENVIRONMENT

    This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

    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 or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.

    POSITION TYPE

    This is a full-time position. Days and hours of work are Monday through Friday, 8 : 30am to 5pm. This position regularly requires long hours and frequent weekend work.

    TRAVEL

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

    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.

    EDUCATION AND OTHER REQUIREMENTS :

  • High School diploma or equivalent.
  • 2-3 years customer service / sales experience.
  • This job requires skills needed in a typical office environment. This includes computer skills as well as utilization of office equipment.
  • SIGNATURES

    The signature, printed or electronic, constitutes understanding of the requirements, essential functions and duties of the position.

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