Central Bancompany
Business Banking Sales Assistant
Central Bancompany, Springfield, Missouri, us, 65897
POSITION SUMMARY:Assists in daily activities of business development and service support. Assists Business Development Officers with sales follow-up and service to customers and prospects to ensure Central Bank's legendary service is provided. Works closely with Director of Business Banking in reviewing department portfolio and analyzing monthly production and revenue reports. Works with experts and vendors on banking products to gain and maintain understanding and knowledge so information can be shared with customers using the products and services. Provides secondary back up and support for installation and implementation of products purchased. Explores customer needs and cross-sells services that are in the best interest of the customer. Makes appropriate referrals to other business units for traditional and non-traditional banking products and services. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:Responsible for assisting Director of Business Banking in administration duties and monthly reporting. Supports the Business Development Officers on business and consumer relationships. Serves as a point of contact for customers and prospects for sales representatives who are out of the office. Follows up with Business Development Officers as needed with sales calls, customer onboarding, and effective communication and delivery of products and services. Excellent customer service, organization, and multitasking skills. Ability to work under strict guidelines. Compile and update digital or physical files on clients, leads, expenses, and sales and expense reports. Coordinate calendars and communicate projects and updates at weekly sales meetings. Effectively works within CRM for reporting, customer service and activity data entry. Receive online leads and disperse to the sales team for follow-up. Communicate important feedback from customers internally. Assist the Business Banking department with daily activities including answering the phone as needed, supporting coworkers, and providing service to customers who come into the bank. Works with experts in the Business Banking department to gain understanding of their functions and assist with projects or during busy times. Work is assigned and reviewed by the Director of Business Banking.
Works with other departments within the Holding Company, bank, branch facilities and customers to solve problems and keep appropriate documentation current.
Provides support in reaching departmental goals and budget controls.
Ensures all reports, bills, and upgrades pertaining to products or services for the department are done in accordance with instructions given or due dates given.
Maintains a positive relationship with clients to ensure financial needs are met and expectations exceeded.
Assists on calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients.
Acquires and maintains a thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas evidenced by appropriate application of these regulations in day-to-day operations.
Demonstrates the highest level of professionalism, effectiveness and efficiency. Consistently demonstrates proficiency in providing exemplary customer service in person and by telephone.
Actively listens to customers and maintains a friendly, positive and professional attitude and resolves difficult situations with tact and diplomacy.Develops and maintains a thorough knowledge of Central Bank services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual.
Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank recordkeeping requirements.
Actively participates in sales referral program; attends appropriate referral training; utilizes referral program initiatives; works with management to set referral goals and works to achieve targeted goals. Makes effective referrals to business units for traditional and non-traditional banking products and services.
Completes or attends all required training.
ADDITIONAL DUTIES AND RESPONSIBILITIES:May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.
POSITION REQUIREMENTS:
A college degree or equivalent work experience is required. Prior experience in banking, business banking and sales related fields preferred. Must have knowledge of banking products with ability to apply knowledge and judgment to make sound decisions. Excellent communication skills are required. Must be detailed and organized with the ability to prioritize tasks, assist multiple officers, and solve problems which arise. Excellent customer service skills are required. Must stay current on all products available and on products in development to best assist in meeting the needs of the business customers in banking services.
Ability to read, write, and speak English. Excellent verbal, listening and communication skills. Strong customer relations skills and ability to work with employees and customers in a cooperative manner. Ability and desire to work as part of a team, and with people of diverse backgrounds.
Demonstrated skill in customer service. Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities to refer, retain and grow customer relationships. Ability to use and have a strong understanding of Word documents, Excel spreadsheets and Outlook email and scheduling.
Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, recordkeeping and filing methods; basic math calculations.
Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities and retain and grow customer relationships.
Strong organizational skills and attention to detail.
Possess good judgment skills. Ability to make decisions, work independently, handle confidential information and manage multiple tasks.
Willingness to work flexible hours as needed.
Willingness to assume additional responsibilities/duties/projects as they arise.
Ability to operate office equipment including computers, calculators/adding machines, telephones, voicemail, copy/printer machines and security devices.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to drive a vehicle. Must maintain a current, valid driver's license and an acceptable driving record for bank insurance purposes.
PHYSICAL AND SENSORY DEMANDS:
Regularly required to sit; stand; walk; talk; see and hear. Regularly required to use hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms. Occasionally required to stoop, kneel, or crouch.
Frequently lifts and/or move up to 20 pounds. Specific vision abilities include close vision.
ESSENTIAL DUTIES AND RESPONSIBILITIES:Responsible for assisting Director of Business Banking in administration duties and monthly reporting. Supports the Business Development Officers on business and consumer relationships. Serves as a point of contact for customers and prospects for sales representatives who are out of the office. Follows up with Business Development Officers as needed with sales calls, customer onboarding, and effective communication and delivery of products and services. Excellent customer service, organization, and multitasking skills. Ability to work under strict guidelines. Compile and update digital or physical files on clients, leads, expenses, and sales and expense reports. Coordinate calendars and communicate projects and updates at weekly sales meetings. Effectively works within CRM for reporting, customer service and activity data entry. Receive online leads and disperse to the sales team for follow-up. Communicate important feedback from customers internally. Assist the Business Banking department with daily activities including answering the phone as needed, supporting coworkers, and providing service to customers who come into the bank. Works with experts in the Business Banking department to gain understanding of their functions and assist with projects or during busy times. Work is assigned and reviewed by the Director of Business Banking.
Works with other departments within the Holding Company, bank, branch facilities and customers to solve problems and keep appropriate documentation current.
Provides support in reaching departmental goals and budget controls.
Ensures all reports, bills, and upgrades pertaining to products or services for the department are done in accordance with instructions given or due dates given.
Maintains a positive relationship with clients to ensure financial needs are met and expectations exceeded.
Assists on calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients.
Acquires and maintains a thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas evidenced by appropriate application of these regulations in day-to-day operations.
Demonstrates the highest level of professionalism, effectiveness and efficiency. Consistently demonstrates proficiency in providing exemplary customer service in person and by telephone.
Actively listens to customers and maintains a friendly, positive and professional attitude and resolves difficult situations with tact and diplomacy.Develops and maintains a thorough knowledge of Central Bank services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual.
Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank recordkeeping requirements.
Actively participates in sales referral program; attends appropriate referral training; utilizes referral program initiatives; works with management to set referral goals and works to achieve targeted goals. Makes effective referrals to business units for traditional and non-traditional banking products and services.
Completes or attends all required training.
ADDITIONAL DUTIES AND RESPONSIBILITIES:May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.
POSITION REQUIREMENTS:
A college degree or equivalent work experience is required. Prior experience in banking, business banking and sales related fields preferred. Must have knowledge of banking products with ability to apply knowledge and judgment to make sound decisions. Excellent communication skills are required. Must be detailed and organized with the ability to prioritize tasks, assist multiple officers, and solve problems which arise. Excellent customer service skills are required. Must stay current on all products available and on products in development to best assist in meeting the needs of the business customers in banking services.
Ability to read, write, and speak English. Excellent verbal, listening and communication skills. Strong customer relations skills and ability to work with employees and customers in a cooperative manner. Ability and desire to work as part of a team, and with people of diverse backgrounds.
Demonstrated skill in customer service. Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities to refer, retain and grow customer relationships. Ability to use and have a strong understanding of Word documents, Excel spreadsheets and Outlook email and scheduling.
Knowledge of modern office practices and procedures; accurate grammar, spelling, punctuation and Standard English usage; business correspondence formats, recordkeeping and filing methods; basic math calculations.
Ability to identify client needs, present banking solutions and bank products. Ability to recognize closing opportunities and retain and grow customer relationships.
Strong organizational skills and attention to detail.
Possess good judgment skills. Ability to make decisions, work independently, handle confidential information and manage multiple tasks.
Willingness to work flexible hours as needed.
Willingness to assume additional responsibilities/duties/projects as they arise.
Ability to operate office equipment including computers, calculators/adding machines, telephones, voicemail, copy/printer machines and security devices.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Ability to drive a vehicle. Must maintain a current, valid driver's license and an acceptable driving record for bank insurance purposes.
PHYSICAL AND SENSORY DEMANDS:
Regularly required to sit; stand; walk; talk; see and hear. Regularly required to use hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms. Occasionally required to stoop, kneel, or crouch.
Frequently lifts and/or move up to 20 pounds. Specific vision abilities include close vision.