Business Banking Specialist

About the role

The Business Banking Specialist serves as a key point of contact for Business Banking clients, delivering exceptional service, Treasury Management support, and administrative assistance to the Business Banking department. This role is the primary support and backup to the Treasury Management Officer, assisting with Business Online Banking enrollment, setup, training, troubleshooting, and Treasury Management service administration. The specialist also provides administrative support to the Business Banking team, including client onboarding, document collection, and workflow coordination to ensure efficient and professional service delivery.

The ideal candidate is detail-oriented, customer-focused, collaborative, and committed to continuous improvement. Familiarity with all applicable legal and regulatory laws and compliance is required. The role ensures the highest level of customer satisfaction according to the bank’s Culture of CARE.

Responsibilities

• Serve as a primary point of contact for general Business Banking client inquiries, providing prompt, professional, and accurate support.
• Facilitate communication between business clients and internal bank departments to ensure timely resolution of customer requests and service needs.
• Assist business clients with Business Online Banking enrollment, setup, maintenance, troubleshooting, user administration, and ongoing support.
• Provide training to clients on Business Online Banking, ACH, Remote Deposit Capture, Positive Pay, and other Treasury Management products and services.
• Support and provide backup coverage for the Treasury Management Officer, including client onboarding, agreement administration, documentation, and client support activities.
• Assist clients with Treasury Management product updates or new product implementation and coordinate with internal departments to ensure successful service delivery.
• Monitor Treasury Management activities and prepare reports, risk assessments, and other documentation as directed.
• Maintain business customer files and assist with gathering, analyzing, tracking, and organizing required documentation for new and existing client relationships.
• Provide administrative support to the Business Banking team, including scheduling appointments, preparing correspondence, maintaining files, ordering supplies, and performing general office tasks (e.g., copying, scanning).
• Assist Business Bankers with client relationship administration, document collection, account maintenance requests, and follow-up activities.
• Serve as a secondary point of contact when the assigned Business Banker is unavailable, ensuring timely response to client needs and inquiries.
• Identify opportunities to improve processes, enhance customer experience, and support department goals.
• Assist with internal and external audits related to ACH and RDC services.
• Perform other duties as assigned to support Business Banking and organizational goals.

Requirements

• Associate or bachelor’s degree in accounting, finance, business, or a related field, or equivalent banking experience is preferred.
• Experience supporting Business Online Banking and Treasury Management products is preferred.
• Strong knowledge of Microsoft Office applications and banking systems.
• Operates a computer in a Windows environment using Microsoft Office Suite (Word, Excel, Outlook) for word processing, spreadsheets, email, and internet/intranet.
• Utilizes office equipment including computers, printers, fax/scanner/copier, and multi-line telephones.

Skills

• Strong computer and analytical skills with high attention to detail and accuracy.
• Ability to maintain the integrity of highly confidential customer and bank information.
• Ability to manage multiple priorities and meet deadlines.
• Excellent communication and interpersonal skills, with a commitment to delivering quality service.
• Proactive initiative, sense of urgency, and ability to work collaboratively in a team environment.
• Commitment to continuous improvement and professional development.

Competencies

• Respect & Community (Culture of CARE): Establishes and maintains respectful and cooperative working relationships. Demonstrates respect for individuals in all forms of communication. Supports team and bank goals and objectives.
• Quality Service: Listens carefully and responds to customer requests and problems. Delivers friendly, courteous service to internal and external customers. Demonstrates a commitment to increasing customer satisfaction and continuous improvement.
• Teamwork: Accountable to the team, works to meet established deliverables, appreciates the views of team members, and maintains respectful collaboration.
• Initiative: Takes action, seeks new opportunities, and strives to see projects to completion.
• Sense of Urgency: Meets deadlines, establishes appropriate priorities, and completes tasks in a timely manner.
• Communication: Shares information effectively, expresses ideas clearly, listens actively, and keeps all parties informed.
• Associate Experience: Treats co-associates with Respect, Integrity, and Humility (RICH).
• Recognition & Development: Seeks new challenges and increased responsibility, participates in learning and development opportunities, and recognizes co-associates for their contributions.
• Customer Experience: Gains insights into customer needs, builds and delivers solutions that meet or exceed expectations, and establishes and maintains customer relationships.