First Security Bank
Bozeman, MT, USA
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...