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The Business Banking Coordinator supports the Client Treasury Managers (CTMs) and Relationship Managers (RMs) by reviewing all maintenance and new account documentation to create an accurate, productive, and timely Business Banking support team. The Business Banking Coordinator fields all incoming emails sent to the Commercial Accounts inbox, to identify, then assign these requests to the appropriate team member.

 

ESSENTIAL DUTIES

  • Interacts with Bank customers and employees in person, and via email and telephone in a professional and efficient manner. 
  • Coordinates and manages incoming maintenance and new account requests from commercial banking teams.
  • Ensures compliance with regulations and internal controls related to opening new accounts and maintenance accounts.
  • Manages the commercial support ticketing system to ensure assignments are completely timely.
  • Provides training for the Business Banking Specialists, and Commercial Banking team members.
  • Reviews submissions to the pipeline to ensure all items are obtained, meet bank standards, and confirms with Client Treasury Managers (CTMs) that the package is accepted to the working queue.
  • Returns incomplete packages and inadequate documentation to the Client Treasury Managers (CTMs) and requests missing documents that meet bank standards, prior to accepting the package to the working pipeline.
  • Maintains comprehensive understanding of risk ratings and establishes new accounts with the appropriate rating.
  • Ensures Business Banking Specialists understand and apply risk ratings appropriately during new account setup.
  • Reviews Bank Secrecy Act (BSA) documentation to ensure risk rating assignments are appropriate based on the information provided, even if the questionnaire was not performed by the Business Banking Specialist or Coordinator.
  • Reviews Chexsystems, Bank Secrecy Act (BSA) documentation, Watchdog, and new account worksheets to ensure red flags are being cleared as needed by the Business Banking Specialist.
  • Has the authority to approve OFAC, Chexsystems, and Watchdog reviews to ensure timely account completion for the Business Banking Specialists.
  • Business Banking Coordinate has the authority to approve out of state ID’s, and address verification for the Business banking Specialists.
  • Tracks and delegates all incoming workflow from the commercial accounts inbox to ensure items are being assigned and completed in a timely manner.
  • Provides interdepartmental support by assisting Relationship Management and Treasury Management teams with new account documentation and reviews incoming requests to ensure each Officer is accurately completing paperwork. 
  • Promotes a working environment that allows the Business Banking specialists to focus on production.
  • Works directly with the Director of Customer Care to share and address the future needs of the Commercial Support team.
  • Communicates needs with manager regarding, but not limited, to new account setups, maintenance, and assistance with opening new commercial accounts.  
  • Responsible for handling internal audit requests, acquires documentation and fullfills requests for the Commercial Support team and works directly with the CCOM to complete external audit requests.
  • Maintains the new account pipeline and with daily status updates, to ensure commercial teams can view their submissions.
  • Capable of handling escalations for requests from the Client and Treasury Management team.
  • Promotes and maintains positive relations with all contacts, both internally and externally
  • Accurately performs all required transactions following policies and procedures to minimize losses.
  • Maintains signature card files and follows up on temporary signature cards and other documentation to ensure completed documentation is received prior to activating accounts.
  • Verifies risk ratings, customer identification, and all new account documentation is accurate, before entered in the core. 
  • Discusses account related needs with Client Treasury Manager’s and Relationship Manager’s and provides account related solutions to inquiries and requests.
  • Possesses strong attention to detail in order to accurately perform a variety of clerical activities, including filing, retrieving documents, proof reading and editing routine office correspondence, building reports and forms. 
  • Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities. This includes completing all online compliance training as assigned within specified due dates.
  • Assists Business Banking Specialists in building business profiles and individual signer profiles based upon incoming requests from the Commercial banking team as needed to meet existing Service Level Agreements (SLAs).
  • Assists Business Specialists in creating new customers and updating existing business accounts for the Commercial banking team.
  • Provides monthly reporting to CCOM and Director of Customer Care on current production, maintenance requests, and other concerns related to the commercial account request queues.
  • Performs other duties as assigned

 

Minimum Qualifications

  • Bachelor’s degree is preferred. Five (5) years of similar career experience and/or related formal training, may be substituted for a degree.
  • Three years of Business banking experience required.  Work related experience should consist of demonstrated business acumen with knowledge of diverse types of businesses and industries.
  • Strong knowledge of business entity documentation in conjunction with state and federal requirements. 
  • Strong computer skills, specifically in Microsoft Office products.
  • Must possess positive and professional customer service skills
  • Effective oral, written, and interpersonal communication skills with the ability to apply common sense to follow written and verbal instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and coworkers.
  • Good organizational and time management skills
  • Ability to work independently, with remote supervision.

  

Preferred Skills/Experience

  • Basic knowledge of retail product philosophy, policy, procedures, documentation, and systems
  • Thorough knowledge of all retail products and services
  • Proven customer service and interpersonal skills
  • Strong problem-solving skills
  • Maintains attention to detail, good judgment, initiative, courtesy, tact and patience in dealing with customers and colleagues.
  • Ability to analyze customer data and other related financial information
  • Strong interpersonal and relationship building skills


    • Job type: Permanent
    • Location: Portland
    • Date posted:
    • Salary:$55000 - $75000