Commercial Account Opening Specialist - Remote

Overview

The Commercial Account Opening Specialist provides administrative support to the Treasury sales team across all Markets, assisting in the opening of new business accounts and maintaining existing accounts.

In Short

• Support Treasury Bankers in opening new business accounts.
• Perform maintenance on existing accounts.
• Complete documentation for new account setups.
• Ensure timely execution of administrative tasks.
• Maintain communication with Treasury Bankers and clients.
• Follow processes to mitigate risk for the bank.
• Stay current with regulatory changes.
• Occasional local and out-of-state travel may be required.
• Bachelor’s Degree or equivalent work experience preferred.
• High school diploma required.

Requirements

• Strong communication skills, both verbal and written.
• Ability to work in a team and collaborate effectively.
• Technical capacity and administrative skills.
• Interpersonal skills to engage with clients.
• Knowledge of Treasury Management products and services.

Benefits

• Competitive salary based on experience.
• Eligibility for bonuses based on performance.
• 401(k) match and profit sharing.
• Employee stock purchase plan.
• Comprehensive health benefits including medical, dental, and vision.
• Paid time off and wellness incentives.
• Employee assistance program.