Business Banking Support Specialist
About the Role
Park State Bank’s Core Values are GROWTH, TEAMWORK, RESPONSIVE, TRANSPARENT, and INNOVATIVE. The mission of Park State Bank is to deliver exceptional client service, strategic banking solutions, and a community-friendly experience.
The Business Banking Support Specialist is a key member of the Bank’s Cannabis Banking program, providing administrative and operational support for the Cannabis Banking Department. This part-time role (25-29 hours per week) serves as a primary point of contact for cannabis and hemp banking clients, assisting with compliance-related requests, account servicing, and ongoing customer support. The ideal candidate is highly organized, customer-focused, detail-oriented, and able to manage multiple priorities while maintaining confidentiality and meeting regulatory deadlines.
Responsibilities
- Client Compliance & Relationship Support
- Complete recurring compliance task lists by requesting and collecting required documentation from clients.
- Follow up with customers regarding outstanding compliance items, missing documentation, or additional information needed for account reviews.
- Verify client information and maintain accurate customer records.
- Schedule and conduct virtual site visits with clients to support ongoing due diligence requirements.
- Maintain regular communication with customers to ensure compliance deadlines are met.
- Banking Operations & Administration Support
- Assist clients with routine banking requests, including:
- Deposit inquiries
- Withdrawal requests
- Debit card limit increase requests
- Account maintenance requests
- Completion of required banking forms and documentation
- Prepare, organize, and maintain electronic client files.
- Ensure all required documentation is received, properly filed, and retained in accordance with Bank policies.
- Coordinate with internal departments to facilitate timely processing of customer requests.
- Track outstanding items and maintain organized task lists to ensure timely completion.
- Serve as a backup to the Cannabis Banking Client Specialist.
- Assist front desk staff with CSS teller cash duties.
- Assist clients with routine banking requests, including:
- Cannabis Banking Compliance Oversight
- Ensure adherence to all cannabis banking regulatory requirements, including:
- Customer Identification Program (CIP/Beneficial Ownership)
- Know Your Customer (KYC)
- Bank Secrecy Act (BSA)
- Anti-Money Laundering (AML) requirements
- Maintain a thorough working knowledge of federal, state, and institutional cannabis banking guidance.
- Collaborate closely with the Compliance Department, BSA Officer, and CRB Officer to manage the heightened regulatory expectations of cannabis banking.
- Ensure adherence to all cannabis banking regulatory requirements, including:
- Internal Collaboration
- Work closely with internal partners including the Cannabis Related Business (CRB) team, Business Banking, Compliance, BSA/AML, Treasury Management, and Operations.
- Cannabis & Specialty Banking Education
- Maintain ongoing knowledge of the cannabis industry, regulatory landscape, and banking best practices.
Requirements
- Education & Experience
- College degree in a business-related field.
- 3-5 years of experience in a high-level client relationship management position.
- 3-5 years of retail or business banking experience.
- Prior experience in customer service, preferably in retail, cannabis, or banking/financial services industry.
- Skills & Abilities
- Belief in and dedication to Park State Bank’s Core Values, Mission, and Core Focus.
- Comfortable greeting and working with customers.
- Ability to work independently as well as part of a collaborative team environment.
- Flexibility to adapt to changing regulatory requirements and industry dynamics.
- Commitment to upholding confidentiality, integrity, and ethical standards in all interactions.
- Strong communication skills (verbal and written).
- Client service focused.
- Resourceful, well-organized, and able to manage distractions/interruptions easily.
- Effective problem-solving and decision-making skills.
- Strong attention to detail.
- Knowledge of banking operations, regulations, and compliance requirements, with specific understanding of the legal framework surrounding the cannabis industry being a significant advantage.
Working Conditions
- Part-time role (25-29 hours per week).
- Must be able to meet deadlines and adjust priorities independently.
- Frequent communication with employees, clients, and vendors.
- Fast-paced, highly regulated environment requiring calm and precision.
- Excellent interpersonal and organizational skills required.
- Must enjoy working with the public and communicate clearly and pleasantly.
- Occasional need to work longer hours than scheduled.
- Strong organizational, analytical, communication, and interpersonal skills required.
- Ability to maintain confidentiality of sensitive client and bank information.
- Indoor office setting with light physical work (exerting up to 20 lbs. of force occasionally).
- Must be able to remain in a stationary position 50% of the time and occasionally move about the office.
- Constant computer and office equipment use.
- Frequent oral and written communication in English with employees, clients, and vendors.
- Must have a valid driver’s license and reliable transportation for travel to regional branches.
- May serve as a bank representative at appropriate functions.
- Despite ongoing security training, there is always the possibility of bank robbery.
Pay
$22 - $25 per hour based on experience.