Business Banking Specialist II

Role Description

We are seeking a Business Banking Specialist II to join our team. This client-facing, operations-focused role supports business banking and payments across the Bank’s partnership and traditional community bank (TCB) clients and high-risk inbounds, with a strong emphasis on responsive servicing, accurate documentation, and channel management.

The Specialist II manages a high volume of requests across multiple communication channels, including email, internal messaging platforms (e.g., Slack), support systems (e.g., Pylon), and phone. The role prepares documentation and facilitates due diligence for the Bank’s partners, and supports configuration and ongoing maintenance of business banking and payments products. They work closely with internal teams to troubleshoot issues, implement changes, and uphold regulatory and operational standards while delivering an excellent client experience.

The ideal candidate is highly responsive, comfortable switching priorities in a dynamic environment, and able to work with growing autonomy while maintaining accuracy, compliance, and strong communication with stakeholders.

Qualifications

• 2-3+ years of banking experience, including experience in business or commercial account servicing; exposure to business banking, treasury/cash management, or payments-focused work is preferred.
• Working knowledge of business banking and payments products, including online banking, ACH and wire origination, MRDC/RDC, Positive Pay, and related control and limit structures, with a willingness to deepen expertise over time.
• Demonstrated history of providing strong client service with heightened responsiveness, clear communication, and ownership of follow-through on requests.
• Ability to quickly switch priorities and manage a higher workload while maintaining accuracy, compliance, and attention to detail in documentation and system setup.
• Strong written and verbal communication skills, with the ability to tailor tone and terminology for clients and internal stakeholders across multiple channels.
• Working understanding of banking regulations, internal policies, and operational standards and the ability to apply them consistently in day-to-day work.
• Proficiency in Google Workspace and comfort working in digital banking platforms; experience with Q2 Business Online and payments platforms is a plus.

What We Offer

• Competitive compensation based on experience, geographic location, and role.
• Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRAPaid parental leave.
• Flexible vacation policy, including PTO and paid holidays.
• A fun and challenging team environment in a dynamic industry with ample opportunities for career growth.

Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.