Business Banking Specialist

Pay Range : $44,413USD to $55,516USD

SUMMARY

The Business Banking Specialist is responsible for maintaining and expanding client relationships while generating new business in alignment with branch and company goals. This role involves engaging with customers to deliver tailored financial solutions, supporting daily operations such as account services, teller transactions, and issue resolution, and contributing to team efforts for sales campaigns and overall service.

The ideal candidate combines financial expertise with strong communication and relationship-building skills. A proactive, sales-driven approach will be beneficial, as well as the ability to work in a dynamic, client-focused environment.

By driving growth, fostering customer loyalty, and collaborating with branch teams to promote sales initiatives, the Business Banking Specialist plays a vital role in advancing the company’s mission and strengthening its presence in the community.

All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.

ESSENTIAL DUTIES

• Call on current and prospective customers to promote new and additional business for the Bank and achieves specific calling program objectives in relation to loan, deposit and referral goals.
• Represent the company in the community by calling on major existing and prospective customers to develop new business, retain or expand existing relationships.
• Provide service to customers and prospective customers on various banking matters, including but not limited to the explanation of products and services and professional resolution of problems.
• Assist in proposing and recommending new products and services through identifiable needs obtained from customer contacts and comments.
• Work closely with the market’s Banking Center Managers, Deposit & Electronic Product Specialist, and Private Banking Coordinator in developing various pricing and promotional strategies designed to achieve the branch’s customer relationship objectives. Assist in the sales process and serve as a back-up.
• Analyze and evaluate business development potential and implement specific plans and strategies to profitably increase the branch’s market share.
• Assist with the promotion of a sales culture within the market and assist with appropriate staff training to develop their abilities to sell and cross-sell bank products and services. Proactively sell banking services.
• Provide frontline transactional support as needed.
• May accept consumer loan applications.
• Promote friendly relations with customers including local businesses, trade organizations and service clubs. Participate in community activities to increase the branch’s visibility and enhance new business opportunities.
• Assist in the maintenance of a detailed customer contact and prospect system.
• Develop and maintain an extensive knowledge of deposit products and electronic services.
• Participate in testing of new products and services to support continued customer growth and satisfaction.
• Assume responsibility for special projects and tasks as assigned.

EDUCATION & CERTIFICATIONS

MINIMUM REQUIREMENTS

ADDITIONAL QUALIFICATIONS

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations and other laws / regulations as applicable.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.