Business Specialist

Business Specialist (FT)

Park Street Branch, West Springfield, MA

$59,510.59 - $89,265.89 Annually

Full Time, FLSA Status:
Exempt, Grade: 10,

Reports to:

Branch Manager

Some Travel required

Primarily responsible for business development in assigned territory, spending a minimum of 50%-60% of time on business development activities. Supports the Branch Manager with leadership and management of branch service, sales, and operations as needed.

Applies the Westfield Bank Service and Sales Process during customer interactions to acquire, enhance, and service customer relationships. Builds a pipeline of current and future business prospects through market research and business calling activities. Collaborates with internal and external partners to meet business customers' commercial lending, cash management, and merchant service needs. Handles small business and home equity loan applications and serves as a liaison between the customer and loan processor until loan closes.

Resolves customer inquiries and complaints, manages grey‑area issues, opens new business and personal accounts, cross‑sells bank products, and performs service transactions including wire transfers, check approvals, fee waivers, and refunds.

Obtains official designations/certifications as required (e.g., notary public, medallion, etc.). Participates in community and professional organizations. Drives business deposit and loan growth and meets assigned sales goals. Assists business customers with deposit, credit, and digital banking products, as well as general service needs. Assists the Branch Manager with leadership and management of the branch team by creating a team environment focused on an exceptional customer experience and maintaining and supervising general bank security.

• Lead business development activities within assigned territory.
• Build and manage a pipeline of business prospects.
• Manage loan application processes and serve as liaison to loan processors.
• Resolve customer inquiries, complaints, and grey‑area issues.
• Open new business and personal accounts and cross‑sell bank products.
• Perform service transactions: wire transfers, check approvals, fee waivers, and refunds.
• Obtain and maintain required certifications (e.g., notary public).
• Participate in community and professional organizations.
• Drive deposit and loan growth to meet sales goals.
• Assist the Branch Manager with team leadership and security supervision.

• High School Diploma or GED required; associate’s degree preferred.
• Minimum of 2 years of previous sales, customer service, and supervisory experience.
• Must complete BSA, AML, and other regulatory and continuing education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to the position.

• Business Development
• Customer Relations
• Decision‑Making / Judgment
• Quality
• Sales Results

As requested by the Branch Manager.