Business Associate

    • Job Tracking ID: 512636-766648
    • Job Location: Atlantic, IA
    • Job Level: Mid Career (2+ years)
    • Level of Education: High School/GED
    • Job Type: Full-Time/Regular
    • Date Updated: April 16, 2021
    • Years of Experience: Up to 2 Years
    • Starting Date: ASAP
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Job Description:

TS Bank is seeking to hire a Business Associate for our Atlantic branch. This position is primarily responsible for supporting the team of Business Banking Officers with prospecting, sales and client onboarding in addition to expanding and retaining long-term client relationships by providing exemplary levels of client experience. As part of the sales team, the Associate serves as a critical cornerstone to enhance the client experience. The Business Associate is responsible for assisting in the process of deepening existing relationships and developing new business opportunities by serving as the client’s trusted primary point of contact. In addition to assisting the Business Banking Officers with successfully onboarding new business clients and maintaining appropriate documentation and client credentials.

Education and/or experience preferred includes:Possess a high school diploma or GED certification required. Additional post high school education and/or training is preferred. Five plus years of work experience in a financial institution as a Personal Banker/Universal Banker. Knowledge of account opening and lending is preferred. Possess or obtain Notary Certification within three months of appointment. Prior sales experience a plus.

Location: Atlantic, IA

Experience and Skills:

  • Work collaboratively with the sales team in all aspects of the sales cycle, to optimize sales closings
  • Provide after-sales support and remain in contact with key customers
  • Build relationships as part of a coordinated sales strategy
  • Work with the sales team to keep up to date on the trends and needs of the customers
  • Support Business Banking Officers in sourcing, securing, developing, and retaining profitable banking relationships within the assigned region.
  • Works with Business Banking Officers to on board new clients by gathering required information and input into the system of record.
  • Act as key liaison for Business Banking Officers and clients for internal and customer inquiries.
  • Support staff role that helps manage the day-to-day needs of our business clients, prospects and business banking team. Assisting with various tasks within the loan onboarding and/or maintenance process.
  • Provides client service support by handling daily calls to resolve problems or inquiries.
  • Independently and proactively handles client issues, monitors overdrafts, past due items.
  • Helps with account opening and loan bookings. Onboarding, due diligence etc.
  • Verify and inspect loan documents and client credentials to guarantee all compliance standards are satisfied.
  • Tracks compliance issues and reports/escalates issues for resolution as needed to appropriate personnel.
  • Responsible for preparation of various reports for management, as requested.
  • Provide exceptional client service through quality conversations, efficient and accurate processing of client transactions and adhering to all service level agreements.
  • Assist in selling, opening, and maintaining all personal banking products and services to new and existing clients, by highlighting features and benefits of bank products and cross sell/referrals to other TS Banking Group areas including commercial and small business lending and wealth management and trust.
  • Answer client questions and handle objections during the sales process; diplomatically handle dissatisfied clients by providing exceptional client service
  • Perform both account opening and transactional processes in the delivery of efficient, accurate and professional service that defines exceptional client service and reputation
  • Knowledgeable in BSA requirements including CTR transactions, monetary instrument log and detecting/reporting suspicious/unusual activity
  • Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients. Make appropriate referrals and possesses a thorough knowledge of TS Banking Group products and services. Gathers and organize client information based on referrals; answer questions regarding same; make follow-up calls; use CRM system to prepare and proceed with the next steps in referral process (current and prospective clientele); provide feedback to supervisor and affected bank personnel.
  • Protect TS Banking Group financial interests and reputation by complying with internal and external policies, procedures and regulations.
  • Proficient in deposit compliance disclosures. Comply with all banking regulations, policies and procedures.
  • Ability to perform all other duties as assigned.
  • Comply with all banking and company regulations, policies, and procedures.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
  • To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.


Paid Time Off
Health and Dental Insurance
Wellness Program
Gym Membership Reimbursement
401K Contribution and Match

EEO Employer/Vet/Disabled

TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.