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SolomonEdwards Banking Treasury Business Solutions Specialist II (Reports to Deposit and Payments Operation Manager) in Chambersburg, Pennsylvania

Banking Treasury Business Solutions Specialist II (Reports to Deposit and Payments Operation Manager)

Chambersburg,PA

Remote after 2-3 Weeks of Onsite Training

Banking Treasury Business Solutions Specialist II

(Reports to: Deposit and Payments Operations Manager)

Maintain a high level of expertise in and understanding of the Business products and services offered to business clients; assist the sales teams in servicing new and existing business customers by providing professional, courteous and efficient customer service; serve as the main support for business customer troubleshooting and issues; conduct functions in support of customer retention, assist sales teams in expanding business portfolio and maintain effective business relationships for customers.

Responsibilities

• Commitment to Excellence – Focus on delivering excellence and seek to be the ‘bank of choice’ in all customer interactions; make decisions, set priorities and goals to deliver significant improvements; create an environment for others to strive for excellence.

• Customer Focus – Build and maintain customer satisfaction; provide prompt, efficient and accurate assistance to meet customer requirements; develop working relationships and strive to ensure customer needs are met.

• Integrity – Adhere to Banks values and represent those values in decisions and actions; respect and maintain confidentiality; keep commitments; avoid situations and actions considered inappropriate or which present a conflict of interest.

•Risk Management – Ensure compliance with all regulatory requirements and practices; support risk management activities and programs; assist in organizational safety and soundness initiatives.

•Perform testing of new products and services according to proposed terms and system requirements; ensure products meet regulatory and compliance requirements documenting noted deficiencies; serve as main support for business customer troubleshooting or issues and open service cases with a third-party vendor to find solutions; utilize independent judgment in handling customer issues and concerns escalating to management when necessary.

•Perform testing of new products and services according to proposed terms and system requirements; ensure products meet regulatory and compliance requirements documenting noted deficiencies; serve as main support for business customer troubleshooting or issues and open service cases with a third-party vendor to find solutions; utilize independent judgment in handling customer issues and concerns escalating to management when necessary.

•Maintain an understanding of Business products, services; assist and guide sales consultants in servicing existing and new customers including, but not limited to, QC business documentation, obtaining appropriate customer signatures from Sales and being available for customer support.

•Provide input on Business Solutions policies, procedures, risk assessments, audits, compliance, business continuity and budgeting; liaise with internal and external auditors to ensure annual audits, risk assessments, policies and procedures are current and maintained.

•Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information; report pertinent information to immediate supervisor; compile information as necessary or directed and provide data to appropriate Bank personnel.

•Identify where improvement is needed in business sales practices and make suggestions for improvements.

•Review pending insight orders/workflows and specific customers’ requests within given time frames and established SLAs to ensure excellent customer service and customer experience.

•Work with Electronic Services team in providing high quality support for ACH, WIRE, PP, RDC, Business RDA and other electronic solutions.

•Participate in building, testing, and validating of new business products and functionalities.

•Performs in-depth analyses of data collection, report details and other technical issues associated with Business products and services.

•Attend regularly scheduled coaching and counseling sessions held by supervisor to achieve the outcome of improved communication, action plan development, positive feedback, and performance improvement.

•Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment that is free of sexual harassment and other forms of illegal discriminatory behavior in the workplace, support risk management practices and overall safety and soundness and the Bank’s compliance with all regulatory requirements. Ensure that the department and all personnel adhere to the same; perform tasks that are supportive in nature to the essential functions of the job which may be altered or redesigned depending on individual circumstances.

•Regular and predictable attendance; perform other duties as assigned or directed.

Qualifications:

•High school diploma is required; an Associate or Bachelor’s degree in business or related field is preferred.

•Minimum two (2) years of experience working directly with business customers in new products and services implementation, servicing existing customers and supporting sales consultants.

•Jack Henry experience is a must.

•Excellent verbal and written communication, analytical, computer, troubleshooting, problem resolution and interpersonal relations skills; solid working knowledge of business products and services to include implementation, servicing, and support assistance.

Travel Requirements: Remote with training in office on site for 2-3 weeks, company to pay travel expenses. W2 $35-45 an hour DOE. 4 months Contract, with high probability that it will extend.

Mission and Vision

We are a superior consulting firm focused on helping clients achieve their dreams and address complex situations with inspired people, deep expertise, and innovative technologies.

We are a perpetual career and opportunity enterprise, focused on building long-term benefits for our people and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables us to invest time and resources to bettering the communities in which we live to help those communities thrive.

Inclusion and Diversity Statement

We value the contribution and wisdom of the team. At SolomonEdwardsGroup, we’ve built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners and our extended stakeholder family are empowered to share their experiences, ideas, perspectives; to be their whole selves.

Salary range $35-45/hr W2. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

Benefits offered - Health insurance, sick leave, 401(k)

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa

Job Ref: 141567

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