Business Banking Specialist II

Responsibilities

• Support partners, traditional community bank clients, and more complex business account requests across multiple communication channels, providing clear and timely responses
• Take lead responsibility for external partner support channels and shared servicing queues, coordinating intake, prioritization, and follow-through across Business Banking and Client Onboarding workflows
• Prepare documentation and facilitate due diligence activities for Payments Program enrollments, including business online banking and payment origination access, user maintenance, and related account updates
• Assist with ongoing due diligence and client education during onboarding and throughout the relationship, ensuring forms, agreements, and files are complete and archived appropriately
• Handle servicing requests, including account maintenance, access changes, fee research, product updates, and general service inquiries, collaborating with internal teams and providing guidance on established processes where appropriate
• Troubleshoot and support ACH, wire, RDC/MRDC, Positive Pay, and related payments services, including limit maintenance, exception handling, and operational issue resolution
• Maintain workflow visibility through task management systems and collaborate cross-functionally with Banking Operations, Program Management, Compliance, and related teams to resolve issues and move requests forward
• Maintain accurate client and account records through onboarding and ongoing CIP and file maintenance activities, supporting documentation integrity and audit-readiness
• Perform other duties as assigned

• 2‑3+ years of banking experience, including experience in business or commercial account servicing; exposure to business banking, treasury/cash management, or payments‑focused work is preferred
• Working knowledge of business banking and payments products, including online banking, ACH and wire origination, MRDC/RDC, Positive Pay, and related control and limit structures, with a willingness to deepen expertise over time
• Demonstrated history of providing strong client service with heightened responsiveness, clear communication, and ownership of follow‑through on requests
• Ability to quickly switch priorities and manage a higher workload while maintaining accuracy, compliance, and attention to detail in documentation and system setup
• Strong written and verbal communication skills, with the ability to tailor tone and terminology for clients and internal stakeholders across multiple channels
• Working understanding of banking regulations, internal policies, and operational standards and the ability to apply them consistently in day‑to‑day work
• Proficiency in Google Workspace and comfort working in digital banking platforms; experience with Q2 Business Online and payments platforms is a plus