business banking specialist

Nymbus, Inc.

<div>Nymbus helps banks and global financial services organizations transform their capabilities and drive value in today's digital marketplace.

At Nymbus, we believe when you set off on the path to innovation you should feel excitement and confidence, not fear and dread. With Nymbus, we are bringing delight back into the banking process. We want our partners to be thrilled about the possibilities we are creating together and the lasting impact our collaboration will bring to the industry and consumers.

The journey to growth begins with doing something different. And that journey starts with the great people that make Nymbus. 


WORK ENVIRONMENT:

We are a remote-first company. This role, as most of our positions, is remote. You may be required at times to visit client sites or attend meetings at designated locations. 


POSITION SUMMARY:

The Digital Support Business Banking Specialist provides front-line support to both consumer and business banking customers for our Launch clients. This role operates in a high-volume, fast-paced Contact Center environment and is responsible for delivering exceptional service through inbound phone calls, secure messages, chats, and other digital communication channels.

In addition to supporting retail banking customers, this role assists small business and commercial members with digital banking access, account servicing requests, and general business banking inquiries. The Digital Support Business Banking Specialist is responsible for reviewing and processing customer applications submitted through retail and business account onboarding platforms, ensuring compliance with established policies, procedures, and Service Level Agreements.

This position requires strong decision-making skills, attention to detail, and a commitment to providing one-touch resolution whenever possible. Schedule flexibility is required to meet the needs of a 7 day a week Contact Center. 


ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

Contact Center &amp; Customer Support
<ul>
<li>Perform efficiently in a high-volume, production-driven Digital Call Center environment.</li>
<li>Answer inbound calls, secure messages, chats, and other communications from consumer and business banking customers.</li>
<li>Provide prompt, accurate, and professional service to ensure a seamless customer experience.</li>
<li>Resolve customer issues on first contact whenever possible.</li>
<li>Perform account maintenance and servicing requests for both personal and business accounts.</li>
<li>Escalate complex or high-risk issues appropriately.</li></ul> 


Business Banking Support
<ul>
<li>Assist small business and commercial customers with:</li>
<li><ul><li>Online and mobile banking access</li>
<li>User access and password resets</li>
<li>Basic ACH and wire inquiries</li>
<li>Account balances and transaction research</li>
<li>General business deposit account servicing</li>
</ul></li><li>Support business account onboarding by reviewing submitted applications and documentation in accordance with policy and regulatory requirements.</li>
<li>Ensure compliance with applicable KYC, CIP, and BSA/AML guidelines when reviewing business customer information.</li></ul> 


Risk, Compliance &amp; Accuracy
<ul>
<li>Monitor retail and business digital bank applications and decision based on structured onboarding procedures.</li>
<li>Complete transactions accurately and within established guidelines and SLAs.</li>
<li>Exercise discretion and sound judgment while mitigating operational and fraud risk.</li>
<li>Identify and report system or client-impacting issues proactively.</li></ul> 


Technical &amp; Operational Support
<ul>
<li>Utilize multiple programs and systems to investigate, troubleshoot, and resolve customer inquiries.</li>
<li>Document interactions clearly and accurately.</li>
<li>Participate in testing and validation of banking environments and system enhancements as assigned.</li></ul> 


Professional Development
<ul>
<li>Participate in coaching and feedback sessions.</li>
<li>Engage in ongoing training to strengthen product knowledge, systems knowledge, and customer service skills.</li>
<li>Proactively seek opportunities to improve processes and service delivery.</li>
<li>Perform all other related duties as required or assigned.</li></ul> 


QUALIFICATIONS:
<ul>
<li>Associate's Degree or equivalent experience in a related field.</li>
<li>2+ years of experience in a financial institution, call center, or customer service role.</li>
<li>Experience supporting consumer and small business banking customers preferred.</li>
<li>Working knowledge of deposit accounts and basic business banking products.</li>
<li>Familiarity with KYC/CIP and banking compliance requirements preferred.</li>
<li>Strong communication skills (verbal and written).</li>
<li>Ability to multitask effectively in a multi-system environment.</li>
<li>Strong attention to detail and problem-solving skills.</li>
<li>Ability to prioritize and meet performance and SLA expectations.</li>
<li>Flexibility to work varied schedules, including evenings, weekends, and holidays as required.</li></ul> 


SALARY &amp; BENEFITS:
<ul>
<li>Hourly pay: $23.00, with a premium for bilingual (English/Spanish) candidates.</li>
<li>Annual Cash Bonus and Equity Options commensurate with the role level and experience.</li>
<li>Fully Remote.</li>
<li>401(k) plan.</li>
<li>Insurance - Health, Dental, and Vision.</li>
<li>Time Off</li>
</ul><div>
Ready to join? We invite you to watch this video and learn who we are and how we build and innovates together!

Let's Go!</div></div>

Digital Support Business Banking Specialist

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We&rsquo;re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description: 
This job is responsible for providing Small Business products, services, and strategies to clients over the phone. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach.
Responsibilities:<ul><li>
Provides Small Business products, services, and strategies to clients through telephone channel</li><li>
Listens and understands client needs to acquire and deliver financial solutions</li><li>
Focuses on client delight and relationship retention</li><li>
Delivers sales and support and partners across the enterprise</li><li>
Delivers meaningful relationships and partnership</li><li>
Manages through change</li></ul>
Skills:<ul><li>
Client Solutions Advisory</li><li>
Oral Communications</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Customer and Client Focus</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Coaching</li><li>
Interpret Relevant Laws, Rules, and Regulations</li><li>
Risk Management</li><li>
Written Communications</li></ul>
Required Qualifications:<ul><li>
Can work effectively and efficiently in a high call volume environment</li><li>
Excellent verbal and written communication skills</li><li>
Strong customer service skills</li></ul> 
Desired Qualifications:<ul><li>
Ability to learn and adapt to ongoing changes and new technology platforms</li><li>
Experience in receiving and implementing performance feedback and coaching</li><li>
Able work in a call center schedule environment</li><li>
Minimum of 2 years Financial/Banking or call center experience</li><li>
Strong decision-making and problem-solving skills</li><li>
Proficient knowledge in Microsoft Office and can navigate these and other systems while on the phone with a client</li><li>
Self-motivated and results-oriented with excellent organizational skills</li><li>
Experience deepening relationships over the phone with clients</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Banking Centralized Specialist - Plano, TX

Business Banking Centralized Specialist - Plano, TX - Spanish Required

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Austin San Antonio Market Area

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Chicago Michigan and Illinois Financial Center

Citi

<div><div><div>Job Req Id:</div>
<div>26953014</div>
</div><div><div>Location(s):</div>
<div>New York, New York, United States</div>
</div><div><div>Job Type:</div>
<div>On-Site/Resident</div>
</div><div><div>Posted:</div>
<div>May. 08, 2026</div></div></div>
 <div><h2 class="jobSectionHeader">Discover your future at Citi</h2>
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.
<h2 class="jobSectionHeader">Job Overview</h2>
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. 
 
Responsibilities:<ul><li>
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products</li><li>
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program</li><li>
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers</li><li>
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience</li><li>
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals</li><li>
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions</li><li>
Understand and comply with Citibank policies, standards and procedures</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> 
Qualifications:<ul><li>
0-2 years of relevant experience</li><li>
Previous banking, retail, or sales experience preferred</li><li>
Knowledge of Smart Banking tools and technologies</li><li>
NMLS registration; Safe Act compliant</li><li>
Consistently demonstrates clear and concise written and verbal communication skills</li></ul> 
Education:<ul><li>
Bachelor's Degree/University degree or equivalent experience</li></ul> 
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-<h2 class="jobSectionHeader">
Job Family Group:
</h2>Consumer Sales
-<h2 class="jobSectionHeader">
Job Family:</h2>
Branch Sales
-<h2 class="jobSectionHeader">
Time Type:</h2>
Full time
-<h2 class="jobSectionHeader">
Primary Location:</h2>
Flushing New York United States
-<h2 class="jobSectionHeader">
Primary Location Full Time Salary Range:</h2>
$61,280.00 - $85,520.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-<h2 class="jobSectionHeader">
Most Relevant Skills
</h2>Please see the requirements listed above.
-<h2 class="jobSectionHeader">
Other Relevant Skills
</h2>For complementary skills, please see above and/or contact the recruiter.
-<h2 class="jobSectionHeader">
Anticipated Posting Close Date:</h2>
Jun 08, 2026
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Personal Banker SAFE Act, Bilingual: English/Mandarin Preferred, Flushing Branch

Shore United Bank

<div>
 Shore United Bank is seeking a
 
 Branch Banking Specialist II
 
 (Universal Banker/Bank Teller) to join our team. A Branch Banking Specialist II is a front-line, customer facing teller position responsible for professionally interacting with clients to take care of their financial needs. A Branch Banking Specialist is responsible for providing exceptional customer service including efficient and accurate transaction processing. The Specialist is skilled in customer conversations, asking questions to determine the best solutions to meet the financial needs of our customers.
 
 
 
 Essential Functions Include
 
 
 
 <ul>
 <li>
 Assists clients with transactions, performing operational duties and processing work while maintaining audit standards, security, and control functions to protect the Bank from loss.
 </li>
 <li>
 Promotes timely and courteous service by ensuring questions are answered, providing friendly and accurate service, making proper referrals as necessary, meeting customer needs and expectations, uphold and meet customer service guidelines
 </li>
 <li>
 Establishes new banking relationships through conversations based on their financial needs.
 </li>
 <li>
 Provides account servicing and maintenance to include address changes, ATM card disputes, online banking setup and reset of passwords.
 </li>
 <li>
 Recommends bank products and services to customers by having beneficial conversations during daily transactions.
 </li>
 <li>
 Opens new consumer and business accounts including CDs, IRAs, and safe deposit boxes
 </li>
 <li>
 Adheres to compliance with regulations and Branch operational policies and procedures, conducting branch security checks of alarm and video systems, and completing required reports according to established policies, procedures, and regulations accurately and timely.
 </li>
 <li>
 Assists sales platform with daily pre-shift huddles, branch incentive contests and weekly referral goals.
 </li>
 <li>
 Works closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, Branch Lenders.
 </li>
 <li>
 Represents the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
 </li>
 <li>
 Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
 </li>
 <li>
 Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
 </li>
 <li>
 Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.
 
 
 </li>
 </ul>
 
 Location:
 
 Prince Frederick Branch - 200 Market Square Dr., Prince Frederick, MD 20678
 
 
 
 Position Type/Expected Hours Of Work
 
 
 
 <ul>
 <li>
 Full-time.
 </li>
 <li>
 Non-exempt.
 </li>
 <li>
 Days of Work: Monday-Friday, with rotating Saturdays (Closed Sundays.)
 
 
 </li>
 </ul>
 
 Required Education And Experience
 
 
 
 <ul>
 <li>
 High school diploma/GED equivalent.
 </li>
 <li>
 1 year experience successfully providing excellent customer service in a fast-paced environment.
 </li>
 <li>
 1 year experience as a bank teller OR Bachelors degree in Business, Finance, or similar OR management experience can stand in lieu of bank experience.
 
 
 </li>
 </ul>
 
 Compensation
 
 
 
 <ul>
 <li>
 The pay range for this position is $19.00 to $23.00 hourly.
 </li>
 <li>
 Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
 
 
 </li>
 </ul>
 
 Company Benefits
 
 
 
 <ul>
 <li>
 Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
 </li>
 <li>
 Comprehensive benefits package for full-time, permanent employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
 </li>
 <li>
 Paid parental leave
 </li>
 <li>
 401k savings plan with up to a 4% company match
 </li>
 <li>
 Employee Stock Purchase Plan
 </li>
 <li>
 Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
 </li>
 <li>
 Opportunity for growth and advancement
 </li>
 <li>
 Paid training program and continuous training sessions throughout the year on various topics
 </li>
 <li>
 Generous paid time off and paid sick time
 </li>
 <li>
 Community involvement opportunities
 
 
 </li>
 </ul>
 Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
 
 
 
 Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
 
</div>

Bank Teller

Search 10000+ Business banking specialist jobs near you this May. New roles added regularly across leading industries. Apply today.