Business Account Specialist

• Employee Type:
  Non Exempt

Full-Time | Non-Exempt | In Office

At Unison Bank, we believe banking is personal. Our mission is simple:
helping you achieve financial dreams.

We live this out everyday by building real relationships - with our customers, our communities, and each other.

We are a place where you matter.

As a Business Account Specialist, you’ll play a key role in deepening new and existing business customer relationships while supporting the growth of the bank. This role is perfect for someone who enjoys helping people, solving problems, and building relationships that go beyond the transaction.

• Deliver personalized, professional service that makes every customer feel valued
• Assist business customers with account questions, requests, and problem resolution
• Build trust through clear communication and attention to detail

• Open and maintain business deposit accounts
• Process account updates, documentation, and file maintenance
• Prepare appropriate documentation and agreements relative to treasury management products and services
• Follow all bank policies and regulatory requirements
• Identify opportunities to recommend products and services that support business customer goals
• Strengthen relationships with existing customers and welcome new ones
• Maintain a comprehensive understanding of commercial deposit products and services
• Support branch promotions and outreach efforts

• Collaborate with team members to deliver a seamless customer experience
• Support internal partners with account-related questions
• Contribute to a positive, team-first environment
• Demonstrate professionalism, reliability, and accountability every day

• Associate’s degree in business, finance, accounting, or related field
• At least 3 years of related experience, or equivalent combination
• Knowledge of the structuring of different types of business accounts

• Experience with Premier/Fiserv and BPM
• Relationship management
• Technical capacity
• Personal effectiveness/credibility
• Organization and time management

This is primarily a sedentary position requiring frequent computer use, communication, and handling of documents.

Full-time position with regular business hours.

May require occasional travel to the bank’s additional branches.

• Adheres to all Unison Bank policies and procedures
• Maintains confidentiality of customer information
• Complies with all applicable banking laws and regulations
• Regular and reliable attendance required
• 401(k)
• PTO
• Community involvement opportunities

Unison Bank is an equal opportunity employer.