Business Banking Specialist

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Oversee the complete client onboarding process for newly acquired business banking relationships.

• Manage account opening documentation, KYC/BSA requirements, and system integration across various internal departments.

• Act as the main point of contact for new clients throughout the onboarding process.

• Conduct onboarding calls and send welcome communications.

• Function as the daily operational contact for assigned business banking clients.

• Address inquiries and service requests, including account maintenance, online banking support, and product-related questions.

• Relay account updates, product improvements, and changes in service.

• Recognize and escalate complex client issues and potential risks of attrition.

• Prepare, gather, and assess documentation for account openings, credit facilities, and compliance requirements.

• Keep client files and records in accordance with bank policies and regulatory standards.

• Facilitate annual reviews by collecting financial statements, insurance certificates, and additional documentation.

• Collaborate with Credit Administration, Legal, Operations, Treasury Management, Payments, and other internal teams.

• Assist the Business Development Officer and Relationship Manager with research, client materials, and meeting arrangements.

• Maintain precise client records, notes, and activity logs within the CRM platform.

• Help track and report on the pipeline.

• Identify opportunities to strengthen client relationships and generate qualified internal referrals.

• Aid in client retention initiatives, client events, and communication campaigns.

• Comply with bank policies, procedures, regulatory requirements, and complete compliance training.

• Detect and escalate fraud, compliance, and operational risks.

• Contribute to the bank's Enterprise Risk Management framework.

• Undertake special projects and additional responsibilities as needed.

• Analyze and troubleshoot issues using independent judgment and discretion.

⛳️ Requirements

• High School diploma / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.

• 4+ years of experience in banking, financial services, or a client-facing support position.

• Capability to manage multiple priorities and deliver exceptional service in a fast-paced environment.

• Excellent written and verbal communication skills.

• Proficiency in banking systems, CRM platforms, and Microsoft Office Suite.

• Detail-oriented with strong organizational skills and a commitment to follow-through.

• Experience in business banking, commercial banking operations, or client servicing is preferred.

• Familiarity with business banking products, including deposits, lending, treasury management, and payments is preferred.

• Background in client onboarding processes, KYC/BSA documentation, and account administration is preferred.

• Knowledge of commercial loan documentation and credit support functions is preferred.

• Experience working within a team-based or pod coverage model is preferred.

• Proven ability to spot cross-sell opportunities and generate internal referrals is preferred.

• Some travel may be necessary for periodic team collaboration sessions and client-facing activities.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• Comprehensive leave program.

• Periodic team collaboration sessions and client-facing activities may include travel support.