Business Banking Support Specialist

Peoples-Bank

Beachwood (OH)

On-site

USD 36,000 - 55,000

Full time

3 days ago
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Job summary

Peoples Bank is seeking a Service-oriented professional to support business clients with treasury management products in Beachwood, OH. You will serve as the primary contact for inquiries, troubleshoot issues, and ensure accurate, timely resolutions.

The role emphasizes solutions orientation, attention to detail, and delivering outstanding customer experiences. Collaboration with internal teams and ongoing coaching are part of the job.

Qualifications

  • High school diploma, GED, or equivalent required.
  • Minimum of one year of customer service, call center, or client support preferred.
  • Minimum of one or more years’ banking experience preferred.
  • Experience supporting business banking or treasury products.
  • Strong computer proficiency and data entry skills.

Responsibilities

  • Provide professional phone and email support to business clients and internal partners.
  • Assist clients with treasury services such as ACH, wires, Positive Pay, remote deposit capture, and online banking platforms.
  • Troubleshoot technical or access issues by asking diagnostic questions and identifying solutions.
  • Explain products, services, fees, and policies clearly and accurately.
  • Process service requests including transfers, payments, account maintenance, and general inquiries.
  • Collaborate with internal departments to resolve issues efficiently.
  • Identify opportunities to recommend additional products or self-service tools that benefit clients.
  • Maintain accurate documentation and follow compliance and security procedures.
  • Participate in coaching, training, and continuous improvement initiatives.
  • Will perform special projects as assigned.

Skills

Customer service
Communication
Team player
Independent worker
Adaptability

Education

High school diploma or GED

Tools

Online banking platforms
Microsoft Office

Job description

Peoples Bank is seeking a Service-oriented professional to support business clients with treasury management products in Beachwood, OH. You will serve as the primary contact for inquiries, troubleshoot issues, and ensure accurate, timely resolutions.

The role emphasizes solutions orientation, attention to detail, and delivering outstanding customer experiences. Collaboration with internal teams and ongoing coaching are part of the job.

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