Business Services Assistant II
BB&T Human Systems - Richmond, VA

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Line of Business: Community Banking Div Group
Job Category: Administrative Support Workers

Desired Skills:
1. Associate?s degree in a related field

Minimum Qualifications:
1. High School graduate or equivalent
2. Two years of experience as an active BSA I or equivalent job experience
3. Good communication skills, both written and verbal, in relating to internal and external clients and contacts
4. Good organizational skills
5. Proficiency in use of personal computer, typewriter, and/or basic calculator
6. Ability to complete all core courses outlined in the Business Services Assistant training curriculum
7. Possess working product knowledge of bank services
8. Possess math aptitude with ability to grasp general accounting and financial concepts
9. Demonstrated ability to identify, analyze and resolve technical problems independently, as they relate to the Bank?s automated loan and deposit systems

1. Assist Relationship Managers with the initial stages of the loan origination process through timely and accurate collection of information to be supplied to the Business Lending Closing Center.
2. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings on the bank?s loan system, assisting as directed in early and frequent contact with past due clients to ensure payment, and bringing potential collection issues to the awareness of the Relationship Manager.
3. Assist Relationship Mangers by providing sales support, including assistance with call preparation (using First Research, LexisNexis, ProActiv, and internal relationship information).
4. Assist in basic servicing of business deposit accounts assigned to Relationship Managers, including completion of necessary forms and documentation, verifying accuracy of account openings on the bank?s deposit system, and pulling monthly At-Risk and Waive/Exception Pricing Reports for review by Relationship Managers.
5. Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
6. Provide superior client service as related to business loan and deposit services, taking ownership of client needs and requests, following through to ensure timely and accurate resolution.
7. Support the Sales Process and portfolio growth through recognition of referral opportunities for the bank?s sales force and maintaining knowledge and awareness of BB&T products and services. Partner with Relationship Manager?s and IRM partners in bringing attention to any potential client needs recognized through client contact or cursory review of available financial information.
8. Assist Relationship Managers in general portfolio management, including accurate and efficient preparation and processing of business loan and deposit transactions and maintenance, focusing on the primary areas of loan quality, yield, growth and client service satisfaction.
9. Serve as a mentor to less-experienced Business Services Assistants.

Experience supporting a commercial lending team necessary.

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BB&T Corporation (BB&T) is a financial holding company. The Company conducts its business operations primarily through its...