What are the responsibilities and job description for the Business Support position at New Edge Associates a Talent Acquisition Firm?
Position Summary
We are looking for a motivated and client-focused Business Relationship Specialist to join our Florida regional team. In this role, you will support the growth and retention of small business clients by providing outstanding service, identifying financial needs, and offering tailored banking solutions. As a key liaison between business clients and the bank, you will play a critical role in ensuring client satisfaction and deepening relationships.
Fluency in both English and Spanish is required to effectively support our diverse business community.
Key Responsibilities
- Serve as a primary point of contact for business clients, delivering exceptional service and support.
- Build strong, long-term relationships with business owners and key decision-makers.
- Conduct needs assessments to identify opportunities for business banking products and services.
- Support onboarding of new business accounts, ensuring all documentation is accurate and complete.
- Educate clients on bank offerings including checking and savings products, treasury services, merchant services, and small business loans.
- Collaborate with branch partners and business bankers to support cross-selling and referral activities.
- Assist clients with daily banking transactions and account maintenance.
- Ensure all interactions follow established bank policies, procedures, and compliance guidelines.
- Work closely with branch and business banking teams to meet goals and deliver a seamless client experience.
- Participate in client outreach and community engagement efforts to grow the bank’s presence in the local business market.
- Represent the bank professionally at local events, networking groups, and business functions.
Qualifications
- 2 years of experience in business banking, financial services, or relationship management preferred.
- Bilingual – fluent in English and Spanish (spoken and written) is required.
- Strong communication and interpersonal skills with a focus on client service.
- Experience with deposits.
- Working knowledge of small business banking products and financial documentation.
- High attention to detail and a commitment to compliance and accuracy.
- High school diploma or equivalent required; Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred.
Salary : $40,000 - $50,000
