Business Specialist (FT) Liberty Street

Westfield Bank; Springfield (MA); On-site; USD 66,127 - 92,167; Full time

Job summary

Westfield Bank in Springfield, MA is seeking a full-time Business Specialist at the Liberty Street Branch. This role concentrates on business development, customer service excellence, and supporting the Branch Manager in daily operations and sales goals.

You will build a robust pipeline, collaborate with partners for commercial lending and cash management needs, and assist with new accounts and transactions while maintaining regulatory compliance.

Qualifications

• High school diploma or GED required.
• Associate's degree preferred.
• Minimum 2 years of business development or related experience preferred.

Responsibilities

• Develops new business in assigned territory with 50–60% time on business development.
• Supports Branch Manager in leading branch sales and service.
• Builds a pipeline of current and future business prospects through market research and calling.
• Handles deposits, loan applications, and cross-sells bank products to clients.
• Ensures compliance with regulatory requirements and internal policies.

Skills

Business Development

Customer Relations

Decision-Making/Judgement

Quality

Sales Skills & Activities

Education

High School Diploma Or GED

Associate's degree Preferred

Job description

Business Specialist (FT) Liberty Street Branch Springfield, MA

$66,127.50 ? $92,167.03 Annually Position: Business Specialist

Department: Retail Banking Job Status: Full Time FLSA Status: Exempt

Grade: 10 Reports to: Branch Manager Amount of Travel Required: Some

Travel Positions Supervised: None

POSITION SUMMARY

Primarily responsible for business development in assigned territory with a minimum of 50%-60% of time spent on business development activities. Supports Branch Manager with the leadership and management of branch service, sales, Operations As Needed. ESSENTIAL FUNCTIONS Applies The Westfield Bank Service and Sales Process during customer interactions to acquire, enhance, and service customer relationships. Builds pipeline of current and future business prospects through market research and business calling activities. Collaborates with internal and external partners to meet business customers? commercial lending, cash management and merchant service?s needs. Takes small business and home equity loan applications and serves as a liaison between customer and loan processor until loan closes. Resolves customer inquiries and complaints. Manages the grey areas. Opens new business and personal accounts, cross sells bank products and services, and performs service transactions including wire transfers, check approvals, and fee waivers and refunds. Obtains official designations/certifications as required (i.e. notary public, medallion, etc.). Participates in community and professional organizations. Drives business deposit and loan growth and meets assigned sales goals. Assists business customers with deposit, credit, and digital banking products, and general service needs. Assists Branch Manager with the leadership and management of branch team by: Creating a team environment focused on producing an exceptional customer experience. Maintains and supervises general bank security, responds to alarm company/police for off-hours alarm issues, and addresses issues as they arise. Must complete BSA, AML, and other Regulatory and Continuing Education as assigned. Must adhere to all bank and regulatory policies And Procedures Specific To Position. Assumes Additional Responsibilities as requested.

POSITION QUALIFICATIONS

Competencies Business Development Customer Relations Decision-Making/Judgement Quality Sales Skills & Activities Education/Experience/Skills High School Diploma Or GED required. Associate's degree Preferred. Previous sales, customer service and supervisory experience required. A minimum of 2 years of Previous Business Development Experience Preferred.

Physical Demands

Stand: O (Occasionally) Walk: O (Occasionally) Sit: F (Frequently) Handling / Fingering: F (Frequently) Reach Outward: F (Frequently) Reach Above Shoulder: O (Occasionally) Climb: O (Occasionally) Crawl: O (Occasionally) Squat or Kneel: O (Occasionally) Bend: O (Occasionally) Lift/Carry 10 lbs or less: F (Frequently) 11-20 lbs: F (Frequently) 21-50 lbs: O (Occasionally) 51-100 lbs: N (Not Applicable) Over 100 lbs: N (Not Applicable) Push/Pull 12 lbs or less: O (Occasionally) 13-25 lbs: O (Occasionally) 26-40 lbs: O (Occasionally) 41-100 lbs: O (Occasionally) N (Not Applicable) Activity is not applicable to this occupation. O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)