Business Services Consultant

Responsible for business development calls on existing customers and prospect for new customers relationships to grow cash management services.

·  Be an ambassador to the bank, matching products and services to customer needs, building relationships with existing customers, and prospecting for new customers. Requires the employee to be a self-starter and driven to achieve established goals.

·  Serve as primary contact in responding to customer and non-customer inquiries relative to loan and deposit products, rates, procedures, etc.

·  Be proficient in the following products and services applicable to business services, including but not limited to:

ü  Business DDAs

ü  Corporate and Personal Sweep Analyses/Proposals

ü  BoB/Bill Payment

ü  HSAs

ü  Merchant Capture

ü  Payroll Cards

ü  Positive Pay

ü  Web ACH Editor

·  Prepare and present comprehensive sales proposals, RFPs, and presentations to clients and prospects in addition to participating in and leading product training for various audiences.

·  Assume ownership of customer problems to achieve resolution.

·  Identify product improvements and solutions by communicating client and prospect needs, and by participating in the development of new services or modifications to existing services. products and services as appropriate for customer requirements.

·   Follow bank policies and procedures, security guidelines, and comply with all federal, state and local regulations.  Includes coordinating with legal counsel and bank operating departments to ensure adherence to laws and regulations relating to new and/or revised bank products and services.

·  Promote business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services using Bank-endorsed techniques and processes.

·  Support the Bank’s CRA Officer by reporting CRA data.

·  Engage in community involvement and civic activities and, at times, take a leadership role in such organizations.

·  Bachelor’s degree, or at least 5 years of related experience, or an equivalent combination of education and experience.

·  Effective oral and written communication skills.

·  Ability to speak effectively before groups.

·  Ability to compute basic to moderately complex math calculations.

·  Basic problem-solving and analytical skills.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

·  Attention to detail and well organized.

·  Effective presentation skills.

·  Proficiency in using personal computers and office products (e.g., Word, Excel).