Vacancy caducado!
Responsible for proactively managing client relationships with mid-level, large and top tier commercial clients (Bank and CAB). Serves as a liaison between the Bank's commercial clients, Treasury Management (TM) and Community Association Banking (CAB) Sales Representatives and the Operations departments. Handles simple to complex client inquiries and resolves account servicing issues. Performs a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and complex problem resolution. Has knowledge of deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.Essential Job Functions:
Manages a large portfolio of mid-level, large and top tier commercial clients. Handles complex accounts and works with higher value client relationships.
Manages special projects, trains others and is a Subject Matter Expert on all aspects of support, systems and products for our commercial client base.
Responds to requests from commercial clients such as researching and resolving issues, answering client questions, and transferring funds.
Acts as resource to Client Support Specialists and other areas of Operations, providing all levels of support by fielding questions and ensuring work quality.
Works with Implementation team to bring on new customers as well as work with related technology teams to resolve complex customer issues.
Supports sales opportunities while processing transfers by selling other bank services which address customers' business needs.
Ensures all accounts are opened and documents are completed in accordance with established policies and procedures. Ensures proper records are maintained accurately and information is entered on appropriate systems and routed to appropriate departments.
Ensures all paper work received for commercial clients are in compliance with bank regulator requirements.
Creates and maintains commercial client files and all supporting documentation in an organized manner.
Provides customer service to the commercial clients and related organizations (example, home owners for CAB clients) within established Service Level Agreements.
Assists with special projects as needed.
Protects the bank by reviewing all transactions, watching for and reporting fraud and unusual situations, ensuring transactions are properly authorized and in compliance with all rules and regulations.
Manages difficult client matters through resolution and assists Client Support Specialists in resolving difficult client matters.
Complies with all related Federal, State and Industry laws and regulations pertaining to Banking.
This position requires extensive or prolonged typing/keyboarding.
This position requires sitting over 66% of the time.
This position requires Visual Acuity at 20 inches (or less) over 66% of the time.
Minimum Qualifications:
Excellent customer service skills
Knowledge of bank policies and regulations governing bank transactions
Strong communication, interpersonal, consultative and listening skills
Attention to detail and excellent time management and organizational skills
Sound judgment and decision-making ability
Possess patience to deal with demanding customer questions and requests
Ability to handle multiple tasks simultaneously in a fast-paced, diverse and growth-oriented environment
Ability to maintain a high degree of confidentiality
Personal computer skills to include various software packages including, word processing, spreadsheet, e-commerce, electronic mail, presentation, and banking systems
Preferred Qualifications:
2 years of customer service experience
1 year of experience within the Homeowner Association (HOA) industry
Familiar with Bank Operations and related customer service inquiries
If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at 1-800-780-0304. We are available Monday through Friday 7 am to 4:30 pm CST.For all other inquiries, contact our HR Helpline at 1-800-365-1405.Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer, Minorities/Female/Disabled/VeteranTo All Recruitment Agencies: We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.
Vacancy caducado!