About the Role
This position supports business clients by providing banking solutions, managing accounts, and fostering relationships to drive satisfaction and growth. The specialist ensures accurate service delivery while adhering to compliance standards and contributing to team objectives.
Responsibilities
- Assist business clients in meeting financial goals through personalized banking services
- Open and manage business checking, savings, and loan accounts
- Educate clients on digital banking tools and security practices
- Identify client needs and recommend appropriate banking products
- Conduct routine account maintenance and transaction support
- Ensure compliance with financial regulations and internal policies
- Resolve client inquiries and escalate complex issues when necessary
- Maintain accurate client records and documentation
- Support loan application processes with data collection and verification
- Meet performance goals related to client satisfaction and service delivery
- Participate in local business outreach and community engagement events
- Stay current on product updates and industry trends
- Collaborate with internal teams to streamline client service
- Follow up with clients to ensure ongoing satisfaction
- Assist in preparing account analyses and financial summaries
- Promote fraud prevention awareness to business clients
- Handle cash and non-cash transactions accurately
- Adhere to ethical standards and confidentiality requirements
- Attend training sessions to enhance technical and customer service skills
- Contribute to branch operational efficiency through consistent performance
Compensation
Competitive salary based on experience
Work Arrangement
On-site
Team
Collaborative team environment within a regional banking network
Physical Requirements
- Ability to sit or stand for extended periods
- Frequent use of computer systems and phones
- Occasional lifting of up to 20 pounds
- Manual dexterity for handling documents and cash
Work Environment
- Office setting with standard banking equipment
- Regular interaction with clients and staff
- May require travel to client sites or other branches
- Noise level typical of a busy financial office
Not available
