Business Specialist (FT) Liberty Street

Springfield, MA • Full-time • Exempt

About the role

Primarily responsible for business development in assigned territory with a minimum of 50%-60% of time spent on business development activities. Supports Branch Manager with the leadership and management of branch service, sales, and operations as needed.

Responsibilities

• Applies The Westfield Bank Service and Sales Process during customer interactions to acquire, enhance, and service customer relationships.
• Builds pipeline of current and future business prospects through market research and business calling activities.
• Collaborates with internal and external partners to meet business customers’ commercial lending, cash management, and merchant service needs.
• Takes small business and home equity loan applications and serves as a liaison between customer and loan processor until loan closes.
• Resolves customer inquiries and complaints; manages the grey areas.
• Opens new business and personal accounts, cross-sells bank products and services, and performs service transactions including wire transfers, check approvals, and fee waivers and refunds.
• Obtains official designations/certifications as required (e.g., notary public, medallion).
• Participates in community and professional organizations.
• Drives business deposit and loan growth and meets assigned sales goals.
• Assists business customers with deposit, credit, and digital banking products, and general service needs.
• Assists Branch Manager with the leadership and management of the branch team by:
  • Creating a team environment focused on producing an exceptional customer experience.
  • Maintaining and supervising general bank security, responding to alarm company/police for off-hours alarm issues, and addressing issues as they arise.
• Completes BSA, AML, and other regulatory and continuing education as assigned.
• Adheres to all bank and regulatory policies and procedures specific to the position.
• Assumes additional responsibilities as requested.

Requirements

• High School Diploma or GED required; Associate’s degree preferred.
• Previous sales, customer service, and supervisory experience required.
• A minimum of 2 years of previous business development experience preferred.

Physical Demands

• Stand: Occasionally (up to 33% of the time)
• Walk: Occasionally
• Sit: Frequently (33%-66% of the time)
• Handling/Fingering: Frequently
• Reach Outward: Frequently
• Reach Above Shoulder: Occasionally
• Climb: Occasionally
• Crawl: Occasionally
• Squat or Kneel: Occasionally
• Bend: Occasionally
• Lift/Carry:
  • 10 lbs or less: Frequently
  • 11-20 lbs: Frequently
  • 21-50 lbs: Occasionally
  • 51-100 lbs: Not Applicable
  • Over 100 lbs: Not Applicable
• Push/Pull:
  • 12 lbs or less: Occasionally
  • 13-25 lbs: Occasionally
  • 26-40 lbs: Occasionally
  • 41-100 lbs: Occasionally

Pay

$66,127.50 – $92,167.03 annually