Business Service Officer/ Senior BSO, Business Banking

Location:

Job Posting Title: Business Service Officer/ Senior BSO, Business Banking

LOCATION: Ability to be in office 2-3 days in Key Bank office in surrounding New York marketplace, covering Tarrytown, NY clients.

Open to surrounding markets covering Tarrytown clients, required 2-3 days in Key Bank office.

ABOUT THE JOB (JOB BRIEF):

Job Summary

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. 

Business Service Officer REQUIRED QUALIFICATIONS:

• Associate Degree or equivalent work experience
• 1- 5 years of experience in banking or financial services
• Direct work experience with business banking clients and associated products, or equivalent experience
• 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

OR

Sr Business Service Officer REQUIRED QUALIFICATIONS:

• Associate Degree or equivalent work experience
• 7+ years experience in banking or financial services
• Direct work experience with business banking clients and associated products
• Demonstrated working knowledge of business banking financial …