Remote-Eligible Business Banking Portfolio Manager

MainStreet Bank; Fairfax (VA); Híbrido; USD 42.000 - 62.000; Jornada completa

Descripción de la vacante

MainStreet Bank seeks a Banking Support Specialist to ensure timely and accurate setup of accounts and services for Business Banking clients. You will collaborate with the Business Banking team and other departments while following compliance requirements, and you may set up client accounts as needed.

You will act as a liaison between clients and internal teams to gather missing documentation, promote cross-sell opportunities, provide exceptional service, and help with BSA/AML training.

Formación

• Minimum High School diploma or equivalent. College degree or equivalent experience preferred.
• Minimum of three years retail banking sales and customer service experience.
• Strong knowledge of banking products and services and the ability to demonstrate proficiency in MainStreet’s products/services offerings.
• Strong knowledge of relevant bank regulations.
• Excellent customer service skills
• Strong interpersonal, oral and written communication skills and aptitude
• Ability to make decisions and work independently of direct supervision
• Demonstrated ability to meet deadlines
• Strong computer skills with the ability to learn and attain proficiency with various technology solutions.

Responsabilidades

• Ensures timely and accurate setup of accounts/services for Business Banking clients.
• Serves as liaison between clients and various departments to gather missing documentation.
• Identifies cross-sell opportunities and refers clients to appropriate business partners.
• Provides exceptional customer service to clients.
• Represents the Bank at community events when needed.
• May set up client accounts and assist with BSA/AML training.

Conocimientos

Customer service

Communication

Independent work

Time management

Computer skills

Educación

High School diploma or equivalent

College degree preferred

Descripción del empleo

MainStreet Bank seeks a Banking Support Specialist to ensure timely and accurate setup of accounts and services for Business Banking clients. You will collaborate with the Business Banking team and other departments while following compliance requirements, and you may set up client accounts as needed.

You will act as a liaison between clients and internal teams to gather missing documentation, promote cross-sell opportunities, provide exceptional service, and help with BSA/AML training.