Practice Support Specialist II

Job Description

• Acts as a primary liaison between sales and clients
• Participates in sales calls at the request of the sales team
• Ensures highest level of client experience by taking a proactive approach
• Provides service request documentation within CRM
• Supports development of client proposals/presentations
• Prepare, generate, and distribute recurring reports as needed by management
• Manage new customer onboarding process
• Drive problem resolution with escalated client issues

Requirements

• Requires high school diploma or GED, Bachelor's degree preferred
• 3+ years of banking experience required
• Basic knowledge of products and services (loans, deposits, and treasury management)
• Ability to clearly communicate concepts verbally and in written form
• Ability to work independently and to handle and prioritize multiple tasks
• Organizational and time management skills are also required
• Proficiency in PC software: Excel, Word, Outlook, etc.

Benefits

• Health insurance
• 401(k) retirement plans
• Paid time off
• Flexible work arrangements
• Professional development