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Business Specialist (SA)
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Full-time
- The Business Banking Specialist (BBS) is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on quality results.
- Actively contributes to help meet the banking center’s goals, as well as individual sales and referral goals by cross-selling and referring customers to bank business partners when more complex financial needs are recognized such as; Commercial Lending, Mortgage, Insurance, Investments, Merchant Services, Wealth Management or Treasury Management
- Maintains current knowledge and adheres to all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML
- Maintains current knowledge and adheres to all new account’s compliance rules/regulations and internal audit controls related to banking center lobby operations
- Thorough understanding of corporate business account documentation and consumer loan documentation, including proficiency with BSA and CIP
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