Business Banking Relationship Coordinator
Website Northeast Bank
Northeast Bank is a Maine-based, full-service community bank and a national commercial real estate lender with offices in Boston, New York, Miami and LA. We are looking for motivated and talented individuals who want to make an impact in a growing company that cares about its employees, customers, and the communities it serves. Northeast Bank provides competitive compensation and benefits, generous PTO, and a hybrid work environment dependent on the role. If you are looking for a growing organization that prioritizes its employees, we encourage you to apply.
POSITION SUMMARY: Delivers primary support to Business Banking Sales Team, assisting new and existing deposit clients, including account opening, digital service onboarding and deepening client relationships. Serves as lead client support for all Cash Management service-related activities.
Responsible for opening new and maintaining existing Business deposit accounts, including document collection, due diligence and risk review.
Works closely with Business Banking Relationship Managers to support business deposit client onboarding, including digital banking and cash management services.
Delivers business deposit client support via phone, email and video banking channels.
Manage and distribute ongoing report packages for Business Banking team, including development of customized on-demand reports for managing Business deposit portfolio.
Effectively manage ACH, RDC, and Wire limits – initially establishing limits, and facilitating annual renewals and maintenance.
Maintain awareness of and adherence to Bank compliance requirements and risk management concepts, expectations, policies, and procedures.
Regularly collect and upload relevant KYC financial information throughout Business deposit client’s relationship to ensure information is current.
Maintain effective relationship with core provider support team (Jack Henry) to manage ad hoc service requests.
Participates, encourages, and promotes CX process improvements and efficiency changes.
Participates in Bank Projects, actively engaging as a Business Banking subject matter expert.
Maintains a current knowledge and understanding of ACH/NACHA rules.
Assists and coordinates with content for compilation of business deposit RFPs, presentations and proposals.
Supports business banking sales efforts with demonstrations and participates in related calls, events and activities.
Identify cross-sale opportunities for existing customers to deepen relationships.
Works effectively with Customer Success Center in support of ongoing business banking support and training needs.
Successfully pass technical and regulatory examinations by the Company.
Ensure compliance with State, Federal, and Bank Policy.
KNOWLEDGE, SKILLS AND ABILITIES:
Strong organizational skills
Proficient in all aspects of cash management products and systems
Excellent written and verbal communication skills
Ability to detect and resolve problems
Make decisions which are appropriate and consistent with the situation
Self-motivated, able to work independently
String attention to detail and accuracy
Proficiency in Microsoft Word and Excel
High degree of confidentiality required
Ability to meet deadlines
Ability to follow directions
Working knowledge of Bank’s applications supporting customer information preferred
Associate degree or 3 years’ experience in a business banking environment
PHYSICAL DEMANDS AND CONDITIONS:
Must be able to remain in a stationary position for long periods of time.
Must be able to occasionally lift up to 25lbs.
Consistently operates a computer and other office equipment such as calculator, copy machine and printers.
Climate controlled general office setting with moderate noise level.
Must express or exchange ideas with co-workers, customers and vendors.
Northeast Bank is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, national original, veteran status and any other classification protected by Law. We celebrate diversity and are committed to creating an inclusive environment for all employees.
To apply for this job please visit northeastbank.comhttps.