Business Banking Portfolio Manager

Mainstreet Bank•Fairfax, VA

2d•$60,000 - $70,000

About The Position

The Business Banking Portfolio Manager ensures timely and accurate setup of accounts and services for new and existing Business Banking clients while adhering to compliance requirements. The role works with the Business Banking team and other departments, serves as a liaison between clients and internal teams to obtain missing documentation, provides exceptional customer service, and supports the branch network with account setup questions. The position requires knowledge of MainStreet’s products and services to identify cross-selling opportunities and refer clients and prospects to appropriate business partners. The role may set up client accounts and represent the Bank at community events. It also requires participation in Bank Secrecy Act/Anti-Money Laundering training and the ability to identify transactions or situations that may not comply with institutional policy. The position handles account and transaction management, including ACH filter setups, operating instructions, addendums, internal automatic transfers, service requests, stop payments, forged or altered checks, and unauthorized ACH debit claims. It prepares account verification letters and account statements and notices, facilitates secure document delivery, processes client requests and user or address changes, and completes assigned tasks with resolution and follow-up. The role also supports Business and Deposit Services by creating and correcting operating instructions and addendums, indexing documents, coordinating corrections to processed check numbers, assisting with NSF and other pending items, and notifying clients about voided mobile deposits. Work may be performed in an office setting, which is preferred, or remotely from home with approval from the Business Banking Portfolio Manager Team Lead/CBO. MainStreet describes its working environment as friendly and offers opportunities for personal and professional growth, generous benefits, and access to resources for improving employee well-being.

Requirements

High school diploma or equivalent; a college degree or equivalent experience is preferred.
At least three years of retail banking sales and customer service experience.
Strong knowledge of banking products and services and ability to demonstrate proficiency with MainStreet’s product and service offerings.
Strong knowledge of relevant bank regulations.
Excellent customer service skills.
Strong interpersonal, oral, and written communication skills and aptitude.
Ability to make decisions and work independently of direct supervision.
Demonstrated ability to meet deadlines.
Strong computer skills and ability to learn and attain proficiency with various technology solutions.

Nice To Haves

College degree or equivalent experience.

Responsibilities

Coordinate with Business Banking and other departments to ensure timely and accurate setup of accounts and services while meeting compliance requirements.
Act as a liaison between clients and internal departments to gather missing documentation.
Use knowledge of MainStreet products and services to identify cross-sell opportunities and refer clients and prospects to appropriate business partners.
Provide exceptional customer service to clients.
Serve as a resource for the branch network on account setup questions.
Set up client accounts as needed and represent the Bank at community events as needed.
Participate in BSA/AML training and identify transactions or situations that may not comply with institutional policy.
Manage ACH filter setups, operating instructions, and addendums.
Process internal automatic transfers, service requests, and check or ACH stop payments.
Handle forged or altered checks and unauthorized ACH debit claims.
Prepare account verification letters and securely send ICS/CDARS statements, maturity notices, and activity statements for CD, loan, and deposit accounts.
Provide deposit account statements upon request.
Facilitate secure document delivery via Adobe Sign or ShareFile.
Process “On Behalf Of” requests, manage user updates and address changes, and enable SSO for IntraFi/ICS.
Complete assigned tasks from Business Banking or Branches, ensuring full resolution and client follow-up.
Assist with Banno conversations when applicable.
Create, review, and correct operating instructions and addendums for Remote Deposit, Positive Pay, ACH, and Wires.
Index ISR’s, operating instructions, addendums, miscellaneous forms, and workflow ISR’s and addendums.
Review and coordinate with Deposit Ops to correct processed check numbers.
Assist with NSF, Non-Post, unresolved Positive Pay items, and verification with customers about transferring or paying pending items.
Notify clients of voided mobile deposits and provide guidance for redeposit.