Business Banking Specialist
About the role
This organization operates within the financial services industry, focusing on business banking services for companies with annual revenues between $10 million and $50 million. It addresses challenges in managing business banking relationships by providing coordinated, client-focused support through team-based structures designed to ensure seamless onboarding, servicing, and operational assistance for business clients.
The Business Banking Specialist plays a central role in the client onboarding and ongoing servicing process within a collaborative team environment. This position is responsible for ensuring clients receive consistent and efficient operational support, facilitating smooth transitions from initial acquisition to active banking relationships, and maintaining high-quality service to support portfolio growth and client satisfaction.
Responsibilities
- Lead end-to-end client onboarding for new business banking customers
- Coordinate account setup, compliance documentation, and regulatory requirements
- Serve as primary contact for clients during onboarding and ongoing service
- Manage daily client inquiries, account maintenance, and service requests
- Communicate proactively regarding account updates and product changes
- Identify and escalate complex issues to appropriate internal teams
- Maintain client records and support annual review processes
- Collaborate with internal partners and team members to deliver solutions
- Assist in identifying cross-sell opportunities and generating referrals
- Support client retention and participate in client communication efforts
- Adhere to all policies, regulatory requirements, and risk management standards
- Perform special projects and additional duties as assigned
Requirements
- High school diploma or equivalent required; undergraduate degree preferred
- Minimum 4 years experience in banking, financial services, or client-facing support
- Strong organizational, communication, and multitasking skills
- Proficiency with banking systems, CRM platforms, and Microsoft Office
- Experience in business or commercial banking operations preferred
- Knowledge of business banking products and compliance processes preferred
- Ability to work effectively within a team or pod model