SMALL BUSINESS SUPPORT SPECIALIST
About The Position
The Small Business Support Specialist is responsible for providing high-quality service and operational support to small business members and internal teams. This role focuses on assisting business members with their financial needs, including account management, transactional functions, and product inquiries. The specialist also supports front-line staff by delivering expertise in small business banking products, ensuring seamless service delivery and adherence to regulatory requirements. Through proactive relationship management, this position helps drive small business member retention, deepen product penetration, and enhance the overall banking experience.
Requirements
- 2+ years experience in banking, financial services, or customer support, preferably with small business accounts
- Knowledge of small business banking products, services, and regulatory compliance.
- Strong communication, problem-solving, and relationship management skills.
- Ability to identify cross-sell opportunities and educate members on financial solutions.
- Strong attention to detail, organization, and ability to work collaboratively.
Responsibilities
- Assist small business members with account management.
- Provide accurate and timely responses to member inquiries related to small business banking products, services, and account maintenance.
- Ensure all transactions are conducted efficiently, securely, and in compliance with credit union policies and regulatory requirements.
- Identify opportunities to cross-sell small business banking products, including business checking, savings, treasury management, and lending referral solutions.
- Educate members on financial solutions that align with their business needs to increase product utilization and deepen relationships.
- Support front-line staff by providing product expertise and guidance on how to effectively position small business services to members.
- Assist internal teams in resolving small business account issues and ensuring smooth operational workflows.
- Maintain compliance with all policies, procedures, and regulatory standards related to business banking operations.
- Ensure accurate documentation and record-keeping to support risk management and audit processes.
- Develop and maintain strong relationships with small business members by providing proactive support and personalized service.
- Act as a liaison between small business members and internal departments to facilitate seamless service delivery.
- Support ongoing initiatives to improve the member experience, enhance efficiency, and optimize business banking processes.
Benefits
- Medical, dental, and vision plans, where we cover 90% of employee costs and about 75% of the costs for their dependents
- Health Savings Account contributions
- Supplemental insurance and life insurance plans
- Paid time off, including vacation and sick time, 12 annual paid holidays, 2 floating holidays, 1 floating wellness day and sabbatical leave after every seven years of employment
- Paid time to volunteer and make a contribution to the community
- Employee product and service discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
