Commercial Solutions Banker

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

📋 Description

• Serve as the main point of contact for new commercial and business clients during the account opening journey.

• Facilitate the establishment of commercial checking, money market, CD, and specialized business accounts.

• Assist clients in understanding documentation requirements and structuring their accounts effectively.

• Support digital onboarding communications to ensure precise and timely account setup.

• Help clients with the setup and management of digital treasury services.

• Provide training and onboarding for clients on digital platforms and tools.

• Collaborate with internal teams to guarantee accurate and efficient service implementation.

• Act as the primary resource for Tier 1 service and technical inquiries related to online and mobile banking platforms.

• Troubleshoot issues related to digital banking tools.

• Monitor and respond to support queues and shared inboxes to ensure prompt and accurate resolutions.

• Offer a proactive, concierge-level service by addressing inquiries, resolving problems, and delivering personalized assistance.

• Develop and maintain robust commercial client relationships to enhance engagement and retention.

• Recognize opportunities to present additional banking solutions that meet client needs.

• Ensure that all onboarding and servicing actions comply with regulatory standards and internal policies.

• Monitor cash management activities for anomalies or risk indicators, escalating issues as necessary.

• Keep accurate records and documentation to support audits and quality control processes.

• Identify opportunities for process improvements to boost efficiency and enhance the overall digital client experience.

• Commit to principles of environmental, social, economic, and racial justice.

⛳️ Requirements

• 3-5 years of experience in commercial or business banking, treasury management, or a comparable client service position.

• Strong knowledge of commercial account structures and treasury service products.

• Bilingual proficiency is preferred.

• Previous experience in a digital-first or remote banking environment is preferred.

🏝️ Benefits

• 100% employer-paid health coverage for employees, with employer contributions for dependents.

• Medical, Dental & Vision Insurance.

• Health Savings Account (HSA).

• Free Telemedicine access through Teladoc.

• 401(k) with a 6% Employer Match and no vesting period.

• Employee Stock Options.

• Exclusive Employee Banking Perks.

• 0% Financing for Employee Solar Loans.

• Employee Only Mortgage Product featuring exclusive interest rates and terms.

• 0% Financing for Eligible Electric Vehicles (EVs).

• Referral Incentives.

• 2–4 weeks of vacation based on officer level, plus additional time based on tenure.

• 64 hours of paid sick time for all full-time employees.

• Company-paid life insurance.

• Short- & long-term disability insurance.

• Voluntary life, accident, and critical illness coverage.

• Employee Assistance Program (EAP) offering free counseling, legal, and financial services.