Banking Relationship Specialist

CFS; East Lansing (MI); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

$0 Cost Medical Plan options

Dental & Vision

Discounted Childcare

Pet Insurance

Paid Time Off

401(k) match

Job summary

CFS in East Lansing, MI seeks a Banking Relationship Specialist to drive new business deposits and manage treasury solutions for business customers. Open, update and maintain accounts in the Jack Henry core system, while delivering daily, quarterly and annual customer reporting with strong service standards.

The role emphasizes building trusted relationships, cross‑sell opportunities, and ensuring regulatory compliance in a fast-paced branch environment.

Qualifications

• Strong verbal, written, and interpersonal communication skills.

Responsibilities

• Drive new business deposit growth through in‑branch engagement, internal referrals, and proactive external sales activities
• Implement, support, and manage treasury management solutions throughout the full lifecycle of business customer relationships
• Open, update, and maintain accurate customer accounts and profiles within the Jack Henry core system
• Prepare and deliver required customer reporting on a daily, quarterly, and annual basis
• Build strong relationships and generate low‑cost deposits through local networking events and community involvement
• Support branch operations by delivering consistently high levels of customer service and collaborating effectively with branch team members
• Ensure compliance with all applicable banking regulations, internal policies, and operational procedures
• Maintain a dual focus on supporting both business banking and consumer banking service and sales opportunities
• Manage branch lobby traffic to ensure efficient customer flow, appropriate coverage, and a positive customer experience
• Perform cash drawer responsibilities, including daily balancing, with a strong emphasis on operational accuracy and branch excellence

Skills

Verbal and written communication

Tools

Jack Henry core system

Job description

Position: Banking Relationship Specialist

Salary: $50,000 - 60,000 + Bonus + Profit Sharing Bonus

Benefits: $0 Cost Medical Plan options, Dental & Vision, Discounted Childcare, Pet Insurance, Paid Time Off, 401(k) match

Location: East Lansing, MI (Onsite)

Job Summary

The Business Relationship Banker combines strong operational accuracy with proactive sales and exceptional customer service. This role requires the ability to manage a dynamic workload in a fast‑paced branch environment while maintaining attention to detail and follow‑through. Success in this position depends on professionalism, courtesy, and tact, as the role involves frequent interaction with both internal partners and external customers to share information, build trusted relationships, and drive business growth.

Here Are a Few Reasons To Apply

• Great opportunity with a growing banking financial organization.
• Competitive compensation and benefits package with $0 cost healthcare options.
• Collaborative culture focused on customer service, personal & team development.

Key Responsibilities Of The Banking Relationship Specialist

• Drive new business deposit growth through in‑branch engagement, internal referrals, and proactive external sales activities
• Implement, support, and manage treasury management solutions throughout the full lifecycle of business customer relationships
• Open, update, and maintain accurate customer accounts and profiles within the Jack Henry core system
• Prepare and deliver required customer reporting on a daily, quarterly, and annual basis
• Build strong relationships and generate low‑cost deposits through local networking events and community involvement
• Support branch operations by delivering consistently high levels of customer service and collaborating effectively with branch team members
• Ensure compliance with all applicable banking regulations, internal policies, and operational procedures
• Maintain a dual focus on supporting both business banking and consumer banking service and sales opportunities
• Manage branch lobby traffic to ensure efficient customer flow, appropriate coverage, and a positive customer experience
• Perform cash drawer responsibilities, including daily balancing, with a strong emphasis on operational accuracy and branch excellence

Preferred Skills Of The Banking Relationship Specialist

• Previous experience in a similar role such as a Business Banker, Universal Banker, Small Business Banker/Lead, or Senior Personal Banker
• Experience with personal banking and driving new deposits growth for businesses and consumers
• Strong verbal, written, and interpersonal communication skills.
• Professional, adaptable and comfortable building long term relationships with consumers and businesses
• Experience with cash drawer operations and balancing

Bonus Skills Of The Banking Relationship Specialist

• Familiarity with Jack Henry banking products.
• Operations experience - documentation, regulation, balancing drawers

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