💼 About This Role

You'll open new commercial accounts and enroll clients in cash management products like online banking, ACH, and remote deposit capture. You'll troubleshoot client issues and cross-sell bank services to support local business growth. This role offers a chance to build deep client relationships in a collaborative fintech-bank environment.

🎯 What You'll Do

• Open new commercial accounts for clients
• Enroll clients in online banking and cash management products
• Troubleshoot client issues and escalate as needed
• Cross-sell bank services to existing and prospective clients

📋 Requirements

• 1-2 years of banking experience
• Knowledge of commercial banking products
• Proficiency in Google Suite
• Strong attention to detail and multitasking skills

✨ Nice to Have

• Sales or customer service experience
• Experience with core banking processors
• Familiarity with CIP/KYC processes

🎁 Benefits & Perks

• 💰 Competitive compensation based on experience
• 🏥 Medical, Dental, Vision with FSA/HSA/HRA
• 👶 Paid parental leave
• 🏖️ Flexible PTO and paid holidays
• 📈 401k Matching