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Business Service Officer, Business Banking

Manage and resolve client service requests proactively to enhance client retention
Beaverton, Oregon, United States
Senior
$24 – 26 USD / hour
yesterday
KeyCorp

KeyCorp

A regional bank based in Cleveland, Ohio, offering retail and commercial banking, investment, and consumer finance services.

Business Service Officer

Business Service Officer oversees a portfolio of Business Banking clients reporting to Commercial Onboarding and Servicing (COS) to within an assigned market. The BSO will serve as a primary point of contact within the Business Banking Segment and drive servicing execution. The primary objective of the role is to lead the delivery of a premium client experience and value through timely, quality resolution of client service requests and proactive client outreach and support, while managing and mitigating Bank and Client risk.

Essential Job Functions:

  • Assists in all aspects of client servicing for customer relationships within assigned portfolio.
  • Client's first point of contact for customer service issues, assisting the client in navigating the bank.
  • Handles inquiries in an efficient and timely manner. Solves customer problems, taking full ownership of client needs through resolution, managing any roadblocks.
  • Knowledge of Bank's financial relationship with clients (i.e., depository relationship, loans, leases, etc.) and proficiently accesses all information pertaining to such, and address client's questions or concerns.
  • Understands core deposits and cash management products and affects set- up of all client deposit products, including account opening and maintenance.
  • Understands loan and lease products and drives all customer service related to these products.
  • Take a proactive role in customer retention.
  • Partners with sales team in portfolio management actives.
  • Act as liaison between internal fraud group and clients.

Required Qualifications:

  • Associate Degree or equivalent work experience
  • Minimum 3 years related in banking or financial services
  • Direct work experience with business clients and products
  • General to working knowledge of financial products and services.
  • Demonstrated excellent written and verbal communication skills.
  • Excellent customer service skills, active listening and problem resolution.
  • Great PC skills (Word, Excel, Power Point) and navigation of Internet
  • Strong organization and follow up skills.
  • Preferred Salesforce experience

Compensation and Benefits

This position is eligible to earn a base hourly rate in the range of $24.03 to $26.44 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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Business Service Officer, Business Banking
Beaverton, Oregon, United States
$24 – 26 USD / hour
Support
About KeyCorp
A regional bank based in Cleveland, Ohio, offering retail and commercial banking, investment, and consumer finance services.