3 часа назад
Business Banking Specialist
28 - 47$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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