First Command Financial Services, Inc. · 10 hours ago
Business Banking Specialist
Fort Worth, TX
Full-time
Onsite
Mid Level
3+ years expFirst Command Financial Services, Inc. is seeking a Business Banking Specialist to provide consultative support and tailored financial solutions to small business owners. This role involves managing client relationships, onboarding new clients, and collaborating with internal partners to deliver integrated financial solutions while ensuring operational excellence and compliance.
BankingConsultingCrowdfundingFinancial Services
Hiring Manager
Nicole Custred
Responsibilities
Serve as the primary relationship manager for business clients, providing expert guidance and timely solutions for all business and treasury banking needs
Lead the onboarding process for new business clients, ensuring a seamless experience and helping them select banking products and services that best support their operational goals
Respond to and resolve client inquiries, requests, and escalations with professionalism, accuracy, and urgency
Proactively identify opportunities for cross selling and upselling, aligning financial products and services with clients’ long-term business objectives
Collaborate closely with internal partners including Financial Advisors, Treasury Services, Credit, and Operations to deliver integrated financial solutions and enhance the overall client experience
Maintain accurate and detailed records of client interactions and activities within the CRM system to ensure continuity and compliance
Stay informed on industry trends, regulatory requirements, and product enhancements, applying this knowledge to better serve business clients
Deepen relationships with business owners by leveraging the full capabilities of First Command, positioning the bank as a trusted and strategic financial partner
Ensure operational excellence and regulatory compliance by coordinating with Quality Control, Internal Audit, Legal, and Compliance teams
Contribute to a culture of continuous improvement by identifying and implementing process efficiencies and service enhancements
Achieve cross functional proficiency within the Personal Banking Department to provide seamless backup and support as needed
Qualification
Required
Bachelor's degree in business, finance, or a related field preferred
3–5 years of hands on experience with Jack Henry systems, particularly Silverlake and the Banno Business Banking platform
3–5 years of experience in business banking or treasury management, with a proven ability to support commercial clients and deliver tailored financial solutions
3–5 years of experience working with digital banking platforms (online, mobile, and e-commerce), with a strong understanding of digital onboarding and client experience optimization
2+ years of experience in bank operations or contact center environments within a complex or multi-channel financial institution preferred
Experience collaborating with internal stakeholders to streamline processes and enhance digital banking functionality
A strong passion for serving the military community and supporting their unique business banking needs
Proficiency in Jack Henry applications, including Banno Business Banking, Silverlake Core, and Treasury Management modules
Comprehensive understanding of business entity structures and supporting legal documentation for business account opening and maintenance
In-depth knowledge of business banking regulations, treasury management practices, and state and federal compliance requirements
Strong analytical and problem-solving abilities, with the capacity to navigate system integrations and support digital process improvements
Excellent communication and interpersonal skills with a demonstrated ability to build strong client and internal relationships
Advanced proficiency in Microsoft Office Suite and familiarity with CRM and workflow management tools
Preferred
2+ years of experience in bank operations or contact center environments within a complex or multi-channel financial institution preferred
Relevant certifications in Treasury Management, Commercial Banking, or Digital Banking Operations are advantageous
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase