Business Specialist (ft)

Las Vegas, NV, United States

Job Description

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This is an in branch position.

The position of Business Specialist is responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank\xe2\x80\x99s products and services; opening, maintaining and closing of all account types; accept and process deposits and perform branch back office duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

ESSENTIAL DUTIES:

1. Upholds, at all times, the Bank\xe2\x80\x99s Core Values of: Integrity, Respect, Positive Attitude, Empowerment, Accountablity and Excellence.

2. Delivers on the Bank\xe2\x80\x99s tagline of \xe2\x80\x9cYour Best Banking Experience - Ever!\xe2\x80\x9d by reinforcing the application of superior customer service through own example along with appropriate follow through with involved customers and employees; actively participates in specific periodic meetings and presentations on this topic with all staff members.

3. Greets and interviews business customers to determine financial needs. Suggests and explains appropriate accounts, products and financial services available.

4. Responds and researches customer inquiries, investigates and corrects errors, and resolves problems or other issues.

5. Responsible for opening new business accounts, establishing proper identification of new customers, assigning account numbers, completing forms, accepting initial deposits, preparing all documents and items pertaining to business checking accounts and business savings accounts.

6. Operates computer to process account activity, determine balances, and resolve problems within given authority.

7. Coordinate the implementation of any new treasury management services requested by the clients.

8. Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying deposit and servicing processing needs of customers.

9. Answers telephones and directs callers to proper Bank personnel.

10. Cross-trains less experienced branch personnel as needed.

11. Treats people with respect; keeps commitments; inspires trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

12. Demonstrates respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

13. Follows established policies and procedures, government rules and regulations, and security guidelines. Completes administrative tasks correctly and on time; supports the Bank\xe2\x80\x99s goals and values; benefits the Bank through outside activities.

14. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.

15. Other duties as assigned.

SUPERVISORY RESPONSIBILITY:

The position of Business Specialist is not responsible for the supervision of any employees.

MENTAL DEMANDS:

This position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

MINIMUM REQUIREMENTS:
  • High school diploma or general education degree (GED); or 2 years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a cash handling, new accounts and/or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
  • Branch small business banking experience preferred.
  • Experience using strong business acumen to provide financial services consultation to small business customers.
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Experience building and maintaining effective relationships with customers and internal partners.
  • Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
  • Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
  • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing and spreadsheet software; typing skills to meet production needs of the position.
  • Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
  • Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
  • Ability to deal with routine problems involving multiple facets and variables in standardized situations.
  • Effective organizational and time management skills.
  • Ability to work with general supervision while performing duties.
  • Must be able to sit for long periods of time, operate a computer, and telephone.
  • This position requires writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Management reserves the right to change this position description at any time according to business needs.


About Bank of George - Nevada:

We began in 2007 as "Bank of George" when we opened our Las Vegas bank locations. George Washington\'s legacy is one of strong leadership, integrity, and dedication to community. As our foremost founding father, our namesake started something great back then. We believed a small community bank better served the needs of our clients in Southern Nevada. Though we have grown and now lend to businesses in more than 30 states, we still maintain two local branches and provide a high level of customized service to all our clients. GBank Financial Holdings Inc. (OTCQX: GBFH) is the parent company for Bank of George \xe2\x80\x93 Now GBank. GBank conducts business nationally through its SBA lending activities and BankCard Services, LLC ("BCS") partnership. Launched in 2016, our FinTech Gaming Division is powering Sightline Payments Play+ Solution (https://sightlinepayments.com/) for seamless and secure pay and play that enables cashless, mobile commerce solutions for gaming, lottery, and sports betting ecosystems. This positions GBank as a financial leader in this new payments world. GBank also provides general commercial banking services with an emphasis on serving the needs of small and medium-sized businesses, high net worth individuals, professionals, and investors. The Bank offers a full complement of consumer deposit products and is focused on delivering a premium level of service.

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Job Detail

  • Job Id
    JD4262616
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Las Vegas, NV, United States
  • Education
    Not mentioned