Business Banking Specialist

2 weeks ago

Fort Worth, TX, United States First Command Financial Services Full time
Job Description

How will this role impact First Command?

As a central point of contact, the Business Banking Specialist provides consultative support and tailored financial solutions across multiple channels. The position focuses on both new client acquisition and the expansion of existing relationships by offering the full suite of First Command's business banking and treasury management capabilities to small business owners.

The successful candidate will collaborate closely with internal partners including Financial Advisors, Client Services, Lending, and Operations to deliver comprehensive, integrated financial solutions that meet the evolving needs of business owners. With a strong focus on client experience, the Business Banking Specialist will exemplify customer centric service, operational excellence, and a deep understanding of business banking products and processes.

What will the employee do in this role?
  • Serve as the primary relationship manager for business clients, providing expert guidance and timely solutions for all business and treasury banking needs.
  • Lead the onboarding process for new business clients, ensuring a seamless experience and helping them select banking products and services that best support their operational goals.
  • Respond to and resolve client inquiries, requests, and escalations with professionalism, accuracy, and urgency.
  • Proactively identify opportunities for cross selling and upselling, aligning financial products and services with clients' long-term business objectives.
  • Collaborate closely with internal partners including Financial Advisors, Treasury Services, Credit, and Operations to deliver integrated financial solutions and enhance the overall client experience.
  • Maintain accurate and detailed records of client interactions and activities within the CRM system to ensure continuity and compliance.
  • Stay informed on industry trends, regulatory requirements, and product enhancements, applying this knowledge to better serve business clients.
  • Deepen relationships with business owners by leveraging the full capabilities of First Command, positioning the bank as a trusted and strategic financial partner.
  • Ensure operational excellence and regulatory compliance by coordinating with Quality Control, Internal Audit, Legal, and Compliance teams.
  • Contribute to a culture of continuous improvement by identifying and implementing process efficiencies and service enhancements.
  • Achieve cross functional proficiency within the Personal Banking Department to provide seamless backup and support as needed.
What skills & qualifications do you need?

Education
  • Bachelor's degree in business, finance, or a related field preferred
Work Experience
  • 3-5 years of hands on experience with Jack Henry systems, particularly Silverlake and the Banno Business Banking platform.
  • 3-5 years of experience in business banking or treasury management, with a proven ability to support commercial clients and deliver tailored financial solutions.
  • 3-5 years of experience working with digital banking platforms (online, mobile, and e-commerce), with a strong understanding of digital onboarding and client experience optimization.
  • 2+ years of experience in bank operations or contact center environments within a complex or multi-channel financial institution preferred.
  • Experience collaborating with internal stakeholders to streamline processes and enhance digital banking functionality.
Certifications
  • Relevant certifications in Treasury Management, Commercial Banking, or Digital Banking Operations are advantageous.
Required Knowledge, Skills, and Abilities
  • A strong passion for serving the military community and supporting their unique business banking needs.
  • Proficiency in Jack Henry applications, including Banno Business Banking, Silverlake Core, and Treasury Management modules.
  • Comprehensive understanding of business entity structures and supporting legal documentation for business account opening and maintenance.
  • In-depth knowledge of business banking regulations, treasury management practices, and state and federal compliance requirements.
  • Strong analytical and problem-solving abilities, with the capacity to navigate system integrations and support digital process improvements.
  • Excellent communication and interpersonal skills with a demonstrated ability to build strong client and internal relationships.
  • Advanced proficiency in Microsoft Office Suite and familiarity with CRM and workflow management tools.


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