Municipal Banking Specialist- (Branch

Overview

The role supports municipal banking clients by opening and maintaining deposit accounts, coordinating cash management services, and ensuring accurate and timely account onboarding and documentation. Responsibilities include collaborating with internal partners to resolve service issues, assisting with loan closing logistics, and providing consistent client support when the Government Banking Officer (GBO) is focused on business development. The position also plays a key role in relationship onboarding, retention efforts, and operational follow-through to ensure high-quality service for municipal customers.

• Open and maintain commercial deposit accounts, including Checking, Savings, CDs, and ICS accounts.
• Perform account research, reconciliation, and ongoing maintenance as needed.
• Coordinate with the Digital Commercial team to resolve service-related issues for cash management products, including ACH, RDC, Positive Pay, and Smart Pay.
• Process account maintenance requests such as statement changes, fee credits, collateralization letters, amortization schedules (in coordination with Municipal Lenders), and business check orders.
• Assist with scheduling loan closings and client appointments for the Government Banking Officer (GBO), particularly when the GBO is traveling or out of the office.
• Scan, index, and onboard attorney-prepared municipal loan documents, as well as other loan and deposit documentation, as required.
• Support onboarding and ongoing communication with municipal clients, including Finance Directors, Treasurers, and Town Managers.
• Work independently, with regular check-ins with the GBO, to ensure consistent, high-quality service for municipal clients when the GBO is focused on business development.
• Proactively escalate issues or concerns to the GBO as they arise.
• Collaborate with Municipal Lending partners, Regional Managers, and Branch Managers to support client onboarding and service needs across the Bank’s footprint.
• Provide coverage for the GBO during absences related to vacation or business development activities.
• Partner with the GBO to develop and support municipal client retention strategies.
• When applicable, provide temporary coverage within a pod (for BA, BC, or Team Lead roles) as a last-resort staffing solution.
• Ensure all operational tasks are completed accurately and within established timelines, in alignment with customer commitments.
• Attend after-hours Selectboard meetings with the GBO on a case-by-case basis, as needed.
• Conduct self-audits to monitor adherence to Bank policies and government regulations.
• Participates in business development and community outreach activities.
• Represents the Bank at community functions and bank-sponsored events.
• Provides notary service for Bank customers.
• Other duties as assigned.

• High School Diploma or equivalent
• Prior customer service and sales experience preferred.
• Prior banking experience preferred.
• Strong communication, responsiveness, and proven excellent Customer Service Skills
• Excellent attention to detail and organizational skills