Business Services Support Officer

Job Locations US-WI-Oak Creek
ID
2025-2120
Category
Customer Service/Support
Position Type
Regular Full-Time

Overview

Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.

 

The Business Services Support Officer - Provides a superior level of relationship management and customer service, by offering daily support with all Merchant Services, Remote Deposit Capture, Cash Management products and services, document preparation and processing. The Business Service Support Officer is also responsible for Merchant Services, Remote Deposit Capture, Business Mobile services offered through Business Online Banking, and maintaining a thorough knowledge of all business products.

 

Compensation: $40,000+ annually depending on experience. 

Responsibilities

  • Assists in establishing and maintaining new and existing relationships with prospective clients, by performing set-up and providing service and maintenance on all cash management products and services.
  • Manage challenging situations with clients and provide them with information or additional options to resolve issues. Ensure that quick and proper responses to all reasonable customer requests are achieved.
  • Actively participate in joint client, prospect calls and presentations with commercial lenders, Regional Development Officers, Regional Relationship Managers, branch sales officers to further business development; lead cash management discussions with clients, prospects, and colleagues by identifying and assessing client needs and challenges and communicating features/benefits of cash management products and services.
  • Proactively review assigned client base, identify deposit and cash management services solutions, cross-sale opportunities based on customer needs and assist/close with cash management sales.
  • Maintain and provide up to date and thorough knowledge of cash management, products, services, and pricing to keep current and competitive.
  • Assist with client retention, revenue growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive cash management solutions.
  • Assist with the training of bank employees on products, services, policies, and procedures.
  • Provide cash management support by reviewing documentation for accuracy, tracking and monitoring exceptions. Ensure quality assurance is in place within the implementation and customer service process by identifying ways to improve and make more efficient the services provided by the Business Services team.
  • Work with service and operational areas of the Bank and third-party vendors, providing input on any modifications, and implementation of cash management services, processes, and day to day client service delivery as needed or requested.
  • Know and understand all regulatory and compliance requirements with respect to the company’s policies and procedures.
  • Other duties as assigned.

Qualifications

  • Minimum of two years previous personal or commercial banking and general banking experience
  • Knowledge of bank operations and Cash Management products including but not limited to Business Online and Mobile Banking, Business Checking and Savings Products, RDC, ACH, Wires, Bill Pay and Positive Pay Operations.
  • Ability to discuss bank products with customers in a courteous and professional manner both over the telephone and in person.
  • Ability to organize and prioritize work and manage projects.
  • Capable of working independently. Manage time effectively completing assigned duties within required deadlines.
  • Provide problem resolution to both internal and external customers in support of customer retention and satisfaction objectives of the Cash Management Department.
  • Knowledge of Federal regulations such as Reg D, Reg E, Reg J, and others relating to wire transfers preferred.

Why Join Us: 

  • Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
  • Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
  • Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
  • Celebration of Success: Join a team that values and celebrates individual and collective achievements.
  • Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.
  • Great Employee Benefits that start on the 1st of the month after your hire date!
    • Part-Time:
      • 401(k) with company match
      • Up to 20 hours of paid vacation after 3 months (must work an average of 20+ hours per week in order to be eligible for paid vacation.)
    • Full-Time:
      • 401(k) with company match
      • Tuition reimbursement
      • Medical, dental, and vision coverage
      • Paid vacation and more!

Equal Opportunity Employer/Veterans/Disabled 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 

 

Reasonable Accommodation

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or hr2@tcnb.com 

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