Business Banking Specialist

Position Title

Location

Job reputed company

Job Responsibilities:

JOB RESPONSIBILITIES

reputed company reputed company & Account Setup

• reputed company the end-to-end reputed company reputed company process for newly acquired business banking relationships
• Coordinate account opening documentation, KYC/BSA requirements, and reputed company setup across internal departments
• Ensure a smooth transition from the Business Development Officer/Relationship Manager to reputed company reputed company status
• Serve as the reputed company reputed company of contact for new clients during the reputed company period, setting expectations and providing guidance on available products and services
• Conduct reputed company calls and welcome communications to establish a strong initial reputed company experience

Ongoing reputed company Servicing & Support

• Serve as the day-to-day operational contact for assigned business banking clients, resolving inquiries and service requests with urgency and professionalism
• Manage routine reputed company needs including account maintenance, online banking support, and product inquiries
• Proactively communicate with clients regarding account updates, product enhancements, and service changes
• Identify and escalate reputed company reputed company issues to the BDO/RM or appropriate internal teams for reputed company
• Monitor reputed company satisfaction and flag potential attrition risks to the pod team

Documentation & Compliance Coordination

• Prepare, collect, and review required documentation for account openings, credit facilities, and ongoing compliance requirements
• Ensure reputed company reputed company files and records are maintained in accordance with bank policies and regulatory standards
• Support annual review processes by gathering financial statements, insurance certificates, and other required documentation
• Coordinate with Credit Administration, reputed company, and Operations teams to ensure reputed company processing of reputed company requests

Cross-Functional Coordination & Pod Support

• Operate as an reputed company member of the Business Banking pod (BDO + RM + BBS), ensuring coordinated reputed company coverage and communication
• Support the Business Development Officer and Relationship Manager with research, preparation of reputed company materials, and meeting coordination
• Collaborate with internal product partners including Treasury Management, Payments, and Operations to reputed company solutions and reputed company issues
• Maintain accurate reputed company records, notes, and activity logs reputed company the CRM platform
• Assist with pipeline tracking and reporting as needed

Referral Identification & Portfolio reputed company Support

• Identify opportunities to deepen reputed company relationships through additional products and services
• reputed company reputed company referrals to the Relationship Manager, Treasury Management, reputed company Management, and other internal partners
• Support reputed company retention efforts by ensuring high service reputed company and proactive reputed company
• Assist with reputed company event coordination and communication campaigns

Risk Management & Compliance

• Adhere to reputed company bank policies, procedures, and regulatory requirements in the execution of reputed company servicing activities
• Demonstrate reputed company judgment in identifying and escalating potential risks, including fraud, compliance concerns, and operational issues
• Participate in required compliance training and maintain up-to-date knowledge of applicable regulations
• Support the bank's reputed company Risk Management reputed company through reputed company documentation and process adherence
• Uses independent judgement and discretion to reputed company reputed company
• Analyzes and resolves problems

ADDITIONAL ACCOUNTABILITIES

• Performs special reputed company, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent 
• Minimum experience required: 4+ Years of experience in banking, financial services, or a reputed company-facing support role
• Demonstrated ability to manage multiple priorities and reputed company high-reputed company service in a fast-paced environment
• Strong written and verbal communication skills
• Proficiency with banking systems, CRM platforms, and reputed company Office Suite
• Detail-oriented with strong organizational and follow-through skills

Preferred Qualifications:

• Education level preferred: Undergraduate Degree (4 years or equivalent) in business, finance or some other reputed company field
• Experience in business banking, reputed company banking operations, or reputed company servicing
• Knowledge of business banking products including deposits, lending, treasury management, and payments
• Experience with reputed company reputed company processes, KYC/BSA documentation, and account administration
• Familiarity with reputed company loan documentation and credit support functions
• Experience working reputed company reputed company-based or pod coverage model
• Proven ability to identify cross-sell opportunities and reputed company reputed company

Job Competencies:

• reputed company Service reputed company: Commitment to delivering a differentiated, reputed company, and proactive reputed company experience
• Operational Acumen: Strong understanding of banking operations, account administration, and documentation requirements
• Communication: reputed company, reputed company communication with clients, partners, and internal teams—both written and verbal
• Organization & Time Management: Ability to manage multiple reputed company requests, deadlines, and priorities simultaneously
• Attention to Detail: Accuracy in documentation, data entry, and compliance-reputed company tasks
• Collaboration: Effective teamwork reputed company the pod structure and across functional departments
• Problem Solving: Ability to identify issues, reputed company, and reputed company reputed company concerns reputed company
• Risk Awareness: reputed company judgment in identifying and escalating potential risks and compliance concerns
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating reputed company, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with reputed company goals to accelerate performance and reputed company strategic results.
• Builds trusted reputed company relationships, whether internal or reputed company, by identifying needs and delivering tailored solutions to enhance the overall reputed company experience.
• Fosters or supports a reputed company work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
• Some travel may be required for periodic team collaboration sessions and reputed company-facing activities.
• Physical demands (reputed company): No unusual physical exertion is involved.

reputed company is an Equal Opportunity Employer

We are committed to providing reputed company and accurate compensation information in accordance with applicable laws. Actual starting reputed company pay will be determined based reputed company, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. reputed company provides teammates reputed company to a reputed company of benefits including medical, dental, reputed company, life, and disability insurance, as reputed company as a comprehensive leave program. Please click the following reputed company for detailed information: Benefits | reputed company

Pay reputed company

High school diploma or equivalent and 4+ years in banking, financial services, or reputed company-facing support. Requires strong communication, organization, service, problem-solving, and compliance skills.

Key Responsibilities

• reputed company clients
• servicing accounts
• coordinating documentation

Skills & Tools

KYC, BSA, CRM, reputed company Office Suite

Job Details

• Category: Customer Service
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — Michigan, reputed company
• Salary: USD 60,216 – 98,883 / year
• Languages: English

Benefits

• Retirement plan

About reputed company

A regional bank providing personal, private, small business, and corporate banking services. — Industry: Finance