Business Banking Specialist

About The Role

Under general supervision of the VP Commercial Relationship Manager, conformance with established policies and procedures the Business Banking Specialist will provide direct assistance to the Loan Officers for onboarding new business banking accounts and business banking related products, including promotion and support of the involvement in the Commercial Card program.

PRINCIPAL DUTIES AND RESPONSIBILITES:

• Responsible for onboarding of business banking clients by ensuring clients receive exceptional service during the sales and product onboarding functions.
• Assists the Commercial Relationship Managers with ongoing client needs, to include opening of depository accounts, initial setup and implementation of business banking and treasury management products and customer maintenance.
• Follows bank policy and procedure with customer and account on-boarding; proactively follows up on pending items, communicating with branch and deposit operations personnel as appropriate.
• Proactively market products and services offered by the Bank including deposit accounts, payment cards and other treasury management services as appropriate.
• Work closely with Commercial Relationship Managers to provide product expertise, client, and sales support.
• Communicates effectively with clients, potential clients, internal departments, and other bank personnel.
• Anticipate customer needs, respond to customer inquiries in a timely manner, and ensure an excellent experience for the customer.
• Maintain service level expectations as defined by the bank.
• Performs related duties as assigned. Actively participates in Bank related and community volunteer events as well as business development related activities
• Become familiar with and understand the bank's loan policy manual.
• Review commercial loan files to ensure all necessary documents are provided and properly prepared, including appraisals, organizational documents, title insurance, property insurance, etc.
• Maintain virtual folders for preparation of document production and scanning to internal systems.
• Maintain a working knowledge of credit authorization documents and applicable worksheets to assist commercial loan officer with completion.
• Represent the division as a subject matter expert for all Commercial Card-related solutions internally and externally.
• Support the payables solution approach and demonstrate how it fits in with a customer's broader procure to pay approach.
• Participate in business development meetings and effectively communicate one on one to foster collaboration.
• Manage and lead Tier Prospect Report found on Power BI, according to local leadership's annual production goals.
• Work with the division's Chief Banking Officer and local Leadership, to identify and scale best practices through the entire sales/support cycle.
• Support staff and Clients with the Commercial Card application / onboarding processes.
• Provide first line support for operational / onboarding / customer support questions; encouraging customers to use all available self-service tools.
• Comply with Bank policies and procedures, applicable laws, and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Regular and predictable attendance to accomplish job duties and provide in-person contact with customers.

Employees are required to actively use the service pledge in all customer encounters.

Service Pledge: Smile

Eye Contact

Refer to Customer by name

Viable Options

Instant Acknowledgement

Customers Always Come First

End with "Thank you"

About You

Desired Minimum Qualifications:

Education and Experience

• High school diploma or equivalency
• Two or more years of experience in a financial institution with broad exposure to products, services, and procedures.

Knowledge, Skills and Abilities:

• Proficiency with use of personal computers and associated software, including Word and Excel.
• Excellent grammatical, punctuation, spelling, and editing skills
• Exhibit professional and friendly attitude; strong communications and interpersonal skills to address customer questions and concerns
• Must be able to handle multiple tasks moving quickly from one task to another without loss of accuracy or composure
• Must be detail oriented. Able to perform repetitive work with consistency and accuracy. Able to find and correct errors. Able to communicate technical information, both verbally and in writing
• Demonstrated ability to manage time and meet deadlines in a fast-paced environment. Able to learn all loan functions as required
• Demonstrated ability to exercise sound judgment in handling confidential and sensitive information
• Ability to travel to customers, potential customers and First Security Bank branches/departments.
• Maintain a valid driver's license and a driving record acceptable to our insurer.

Physical Demands and Working Environment:

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include: The employee is constantly required to stand and walk. Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

What We Offer

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out!

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.