Business Support Specialist

Socket.dev; Inverness (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

401K Plan with Matching

Tuition Reimbursement Program

Supplemental Benefits

Engagement Area

Wellness Studio & Gym

Company Paid Life Insurance

Health Savings Account with CompanyCon

Job summary

BrightStar Credit Union is seeking a Business Support Specialist to back the Enterprise Business Banking team. You will help onboard new small business members, manage documentation, and ensure CIP/KYC compliance while supporting treasury products like ACH, wire, and remote deposit.

You will collaborate with branches and back-office teams to resolve issues and improve processes. The role emphasizes excellent member service, accurate documentation, and cross-functional coordination to support

Qualifications

• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and data management.
• Experience onboarding and supporting small business accounts.

Responsibilities

• Serve as primary support for the Enterprise Business Banking team.
• Assist onboarding new small business members, including account opening and due diligence (CIP/KYC/Beneficial Ownership).
• Prepare and review business account documentation for accuracy and completeness.
• Ensure compliance with BSA/AML, OFAC, and credit union policies.
• Monitor exceptions, documentation tracking, and tickler reports.
• Assist with audit and exam preparation by gathering requested documentation.
• Respond to inquiries via phone, email, and in person in a timely and professional manner.
• Collaborate with branches and back-office teams to troubleshoot issues with business services.
• Identify process improvements to enhance efficiency and member experience.
• Assist in pricing, contract negotiations, and RFP responses for Business Services.

Skills

Excellent communication

Microsoft Office

Onboarding experience

Education

Bachelor's degree in related field

Tools

CRM systems

Job description

About BrightStar:

As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union focusing on educators, we expanded to serve 23 counties across Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to creating a diverse and inclusive work environment where everyone has a chance to succeed and a sense of belonging. Our work environment is fun, fast-paced, and service-oriented.

What we offer:

• Medical, Dental, and Vision
• 401K Plan with Matching
• Tuition Reimbursement Program
• Supplemental Benefits
• Engagement Area
• Wellness Studio & Gym
• Company Paid Life Insurance
• Health Savings Account with Company Contributions

About the Role:

The Business Support Specialist provides operational, administrative, and member service support to the Small Business Banking team. This role is responsible for ensuring smooth onboarding, servicing, and maintenance of enterprise business member relationships, while supporting deposit and treasury management solutions growth through accurate documentation, compliance, and timely processing.

This position plays a key role in delivering an exceptional member experience to enterprise business members and supporting the credit union’s Enterprise Business Banking strategy.

Duties and Responsibilities:

• Serve as primary support for the Enterprise Business Banking team.
• Assist with onboarding new small business members, including account opening, documentation collection, and due diligence (CIP/KYC/Beneficial Ownership).
• Prepare and review business account documentation for accuracy and completeness.
• Ensure compliance with BSA/AML, OFAC, and credit union policies.
• Monitor exceptions, documentation tracking, and tickler reports.
• Assist with audit and exam preparation by gathering requested documentation.
• Respond to enterprise business member inquiries via phone, email, and in-person in a timely and professional manner.
• Collaborate with branches, operations, and back-office teams to troubleshoot issues related to business services.
• Identify process improvement opportunities to enhance efficiency and member experience.
• Serve as a liaison between members and internal departments to ensure timely resolution of inquiries and issues
• Assist in pricing, contract negotiations, and RFP responses for Business Services
• Maintain regular communication with small business members to support their banking needs
• Serve as a trusted advisor to business members, providing guidance on treasury services such as ACH origination, wire transfers, remote deposit capture, positive pay, merchant services
• Provide initial training and ongoing support for members using treasury products
• Schedule meetings, prepare reports, and assist with presentations for business banking initiatives
• Assist in identifying opportunities for cross-offering products and services that benefit small businesses

Qualifications and Education:

• Two to Five years in banking or business banking support.
• Bachelor's or master's degree in a related field of study or equivalent work experience in a similar field preferred but not required
• Strong understanding of business deposits and treasury products including ACH, wire transfers, remote deposit capture, lockbox, and fraud protection tools.
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office.

Compliance:

Employees must ensure the credit union’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Department-specific roles require awareness of unusual or suspicious activity.

• Complete all required online B.S.A. and O.F.A.C. courses annually, as provided by the Training and Compliance Department.
• Maintain up-to-date knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act.

Physical Requirements:

The physical demands outlined here reflect those necessary to perform the essential functions of this job. Reasonable accommodation may be provided for individuals with disabilities. While performing job duties, employees are regularly required to sit, use their hands, and communicate verbally. Frequent tasks include walking and reaching with hands and arms. Occasionally, employees may stand, stoop, kneel, crouch, or lift and move up to 10 pounds. Specific vision requirements include close vision and the ability to adjust focus.

Work Environment:

The following work environment characteristics reflect conditions employees may encounter while performing essential job functions. Reasonable accommodation is available for individuals with disabilities.

BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace