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3 часа назад

Business Banking Specialist

28 - 47$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Business Banking Specialist (Business Banking): Managing onboarding, servicing, documentation, and operational support for business clients in the $10M–$50M annual revenue segment with an accent on KYC/BSA compliance, account administration, and cross-functional coordination. Focus on resolving client issues, supporting relationship managers, identifying referral opportunities, and maintaining accurate records across the banking pod.

Location: Work From Home in Michigan, United States; occasional travel may be required for team collaboration sessions and client-facing activities.

Pay range: $28.95–$47.54 per hour.

Company

hirify.global provides business banking services, including deposits, lending, treasury management, payments, and related financial solutions.

What you will do

  • Lead end-to-end onboarding for newly acquired business banking clients.
  • Coordinate account opening, KYC/BSA documentation, system setup, and client transitions.
  • Serve as the day-to-day operational contact for assigned clients, handling account maintenance, online banking support, and product inquiries.
  • Coordinate with Business Development Officers, Relationship Managers, Credit Administration, Legal, Operations, Treasury Management, and Payments teams.
  • Maintain client records, CRM activity logs, pipeline information, and compliance documentation.
  • Identify cross-sell opportunities, generate internal referrals, and support client retention efforts.

Requirements

  • High school diploma, GED, or foreign equivalent.
  • At least 4 years of experience in banking, financial services, or a client-facing support role.
  • Strong written and verbal communication, organization, attention to detail, and follow-through.
  • Ability to manage multiple priorities and resolve client issues in a fast-paced environment.
  • Proficiency with banking systems, CRM platforms, and Microsoft Office Suite.
  • Ability to follow bank policies, regulatory requirements, risk controls, and compliance procedures.

Nice to have

  • Undergraduate degree in business, finance, or a related field.
  • Experience in business or commercial banking operations and client servicing.
  • Knowledge of deposits, lending, treasury management, payments, commercial loan documentation, and credit support.
  • Experience with client onboarding, KYC/BSA documentation, account administration, or pod-based coverage models.
  • Ability to identify cross-sell opportunities and generate internal referrals.

Culture & Benefits

  • Full-time employment within a collaborative Business Banking pod structure.
  • Medical, dental, vision, life, and disability insurance.
  • Comprehensive leave program.
  • Remote work from Michigan with periodic travel for collaboration and client-facing activities.
  • Equal opportunity employment and required compliance training.

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