Account Services Small Business Specialist

Job Description

Job Description

Job Summary : The Account Services Business Specialist will provide excellent service and support to our retail delivery team for new and existing small business accounts. This position requires a strong understanding of small business needs, and ‘normal’ transactions and risks associated with certain types of businesses. Also included in this role is the knowledge of banking products, emphasizing developing long-term relationships, and providing financial solutions.

Essential Functions :

Client Relationship Management :

• Serve as the primary point of contact for Retail Delivery for small business accounts : offering support, setting up accounts, answering questions, and financial solutions, including account vetting and follow-up.
• Promote the development of trust-based relationships with small business owners, referring business products and services to meet their financial goals.
• Travel to branch locations or business locations to meet with business owners as needed.

Business Development :

Consultative Financial Guidance :

Risk and Compliance :

Collaboration and Leadership :

Minimum Qualifications :

Good understanding of the different types of businesses, associated documents, and registration requirements.

Preferred Qualifications :

Banking regulations and compliance (e.g., KYC, AML, BSA).

Pay Range : $29-$35 / hr plus 10% annual target bonus. The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Benefits :