Business Service Specialist

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Boca Raton, United States Newtek Business Services Full time

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.


Newtek's and its subsidiaries' business and financial solutions include: Banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.


Newtek Bank, N.A. is looking for a Business Service Specialist - Business Banking.

The Business Banking BSS role is a critical business development role within the bank responsible for driving business deposit growth and ensuring the success of our business banking clientele. A Business Banking BSS must be a subject matter expert in our business banking products and services, the end-to-end digital business account opening and onboarding process, and business relationship management to ensure our business banking customers have a seamless digital banking experience. This role requires a strong understanding of financial operations, effective communication and problem-solving, exceptional attention to detail, and the ability to collaborate effectively with internal business lines and external strategic partners.


As a Business Banking BSS, you will:


• Be a Subject Matter Expert on our business banking deposit products and treasury management services including ACH, Wires, Lockbox, RDC, and Positive Pay.

• Engage with business owners and decision makers to assess banking needs and promote the advantages of our business banking deposit products and services.

• Execute and manage the end-to-end business deposit account opening and onboarding process.

• Provide initial and ongoing support for business customers transitioning to Newtek Bank.

• Train business customers and sub-users on our digital banking platform and features.

• Review customer financial statements and perform risk assessments to determine eligibility for treasury management services.

• Collaborate with the Digital Operations team to implement and maintain appropriate treasury management services and ensure seamless digital banking functionality.

• Be proficient in digital account opening software including various Apiture and Fiserv products.

• Develop and maintain strong relationships with clients and serve as business banking relationship manager for allocated portfolio of businesses.

• Maintain strong understanding of other NewtekOne business line products and be able to effectively identify cross sell opportunities and refer business internally.

• Manage pipeline of referrals from internal business lines and strategic alliance partners.

• Assist with Newtek Advantage business development efforts and customer enrollment.

• Maintain a strong understanding of bank policies, procedures, and regulatory compliance requirements.

• Work closely with internal teams, including the Contact Center, Digital Operations, and Deposit Operations to resolve business banking related inquiries and issues.

• Participate in required and ongoing business banking training and education to stay current with industry regulations and compliance standards.

Knowledge, Skills and Abilities:

• Ability to effectively engage with business owners and decision makers.

• Strong attention to detail.

• Exercise good judgement and problem-solving skills.

• Ability to multi-task and prioritize to meet time-sensitive deadlines.

• Proficient in using CRM tools and onboarding software.

• Excellent verbal and written communication skills.

• Ability to work collaboratively in a team-oriented environment.

• Willingness to assist in cross-team projects and initiatives.

• 2+ years in the banking industry focused on business banking, deposit and payments operations, customer service, or business development.

• Business Development or business banking experience and general banking knowledge of deposit products and services including digital banking is preferred.

Education and Certification Requirements:

College degree from a two-year or four-year program with a concentration in business, marketing, finance, or accounting preferred.

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