Business Banking Development Specialist

The Business Banking Development Specialist is focused on building and strengthening business banking relationships, supporting the Business Banking team, and serving as a trusted resource for our business products and services.

This position will serve as a go-to contact for business customers by providing proactive follow-ups, identifying additional needs, and connecting customers with banking solutions that help support their business.

Essential Duties and Responsibilities:

Relationship Development & Expansion:

Serve as a go-to contact and relationship resource for business banking customers.

Follow up with newly opened business accounts to welcome customers, answer questions, and ensure they have the products and services they need.

Proactively follow up with existing business customers to maintain relationships and identify opportunities to expand their banking relationship.

Learn about each customer's business, goals, and banking needs to help identify appropriate solutions.  Identify opportunities for additional business banking solutions. 

Identify and make referrals to other areas of the bank when appropriate.

Participate in customer calls, business visits, relationship reviews, and other business development efforts.  Maintain consistent follow-up and communication to strengthen customer relationships and retention.

General Business Banking Support:

Assist with the Business Banking group phone and shared email as needed.

Help customers and employees with Business Banking questions and service requests.

Research and assist with resolving customer questions or issues.

Coordinate with other departments when additional assistance is needed.

Provide backup support during high-volume periods or employee absences.

Ensure customer requests receive timely follow-up through completion.

Business Banking Product Expert:

 Develop and maintain strong knowledge of Business Banking products, services, and processes.

Serve as a resource for customers and employees when Business Banking product questions arise.

Help customers understand available products and determine which solutions best fit their needs.

Assist with product onboarding, implementation, customer education, and troubleshooting.

Stay current on new products, product enhancements, procedures, and Business Banking solutions.

Help educate employees on Business Banking products and identify referral opportunities.

High school education or equivalent combination of education, training and experience that provides the required knowledge, skills and abilities.

Strong relationship-building and customer service skills.

Proactive and sales-minded with a genuine interest in helping businesses succeed.

Ability to identify customer needs and recommend appropriate banking solutions.

Strong verbal and written communication skills.

Strong organization, follow-through, and attention to detail.

Comfortable making proactive outbound calls and developing existing customer relationships.

Ability to manage multiple customer relationships and follow-up activities.

Ability to work independently while also contributing to a team environment.

Previous banking, customer service, sales, or relationship management experience preferred.

Desire to become a knowledgeable and trusted Business Banking resource.