Business Banking Specialist
Core
Provide inbound and outbound sales support to small business customers over the phone, opening accounts, managing signing authority changes, and fulfilling credit requests under $50,000.
Role type
Business Banking Specialist (phone channel)
Builds
Business accounts and credit facilities for small businesses
Domain
Banking / Small Business Finance
Required skills
phone sales, business account opening, credit policy knowledge, compliance procedures, financial analysis, customer service
Preferred skills
small business banking product experience, undergraduate degree
Technologies
digital technology, electronic consent systems
Responsibilities
Open Business Accounts and complete Business signing authority Changes for New and existing Business customers over the phone, Promote and offer advice on Business Account plan options, Submit & fulfill all credit requests where total business exposure is less than $50,000, Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions, Identify small business credit and credit card opportunities, Review iCal appointment bookings to ensure preparation in advance of customer appointment
Seniority
Mid-level, direct customer support