NewtekOne (NASDAQ: NEWT) · 1 day ago
Business Support Specialist - Digital Banking
USA, 00000
Full-time
Onsite
Entry, Mid Level
2+ years expNewtekOne is a financial holding company providing a wide range of business and financial solutions to the SMB market. They are seeking a Business Support Specialist to facilitate a smooth banking experience for business clients, focusing on deposit growth and client satisfaction through various digital channels.
Financial Services
Responsibilities
Maintain a strong understanding of bank policies, network rules, and regulatory compliance requirements
Be a Subject Matter Expert on our business banking deposit products and treasury management services including ACH, Wires, Quickbooks, RDC, and Positive Pay
Execute and manage the end-to-end business deposit account opening and onboarding process
Provide initial and ongoing support for business clients transitioning to Newtek Bank
Train business clients and sub-users on our digital banking platform and features
Interact with clients in a friendly and engaging manner by phone, secure message, chat and video chats to address various banking inquiries and provide client assistance
Investigate and resolve any discrepancies or issues related to payment transactions
Collaborate with the Digital Operations team to implement and maintain appropriate treasury management services and ensure seamless digital banking functionality
Be proficient in digital account opening software including various Apiture and Fiserv products
Maintain strong understanding of other NewtekOne business line products and be able to effectively identify cross sell opportunities and refer business internally
Assist clients with navigation and utilization of our online banking platform and mobile app
Provide troubleshooting and first level online banking support. Escalate online banking issues for further investigation as needed
Work closely with internal teams, including Finance, Payment Operations, and IT, to resolve payment-related inquiries and issues
Assist with onboarding and training new team members
Qualification
Required
Proficiency in banking products and services, encompassing online banking and mobile applications
Comprehensive understanding of financial operations
Excellent communication and problem-solving skills
Meticulous attention to detail
Adept prioritization and multi-tasking capabilities
Ability to provide positive and friendly support to both customers and internal team members
Maintain a strong understanding of bank policies, network rules, and regulatory compliance requirements
Be a Subject Matter Expert on our business banking deposit products and treasury management services including ACH, Wires, Quickbooks, RDC, and Positive Pay
Execute and manage the end-to-end business deposit account opening and onboarding process
Provide initial and ongoing support for business clients transitioning to Newtek Bank
Train business clients and sub-users on our digital banking platform and features
Interact with clients in a friendly and engaging manner by phone, secure message, chat and video chats to address various banking inquiries and provide client assistance
Investigate and resolve any discrepancies or issues related to payment transactions
Collaborate with the Digital Operations team to implement and maintain appropriate treasury management services and ensure seamless digital banking functionality
Be proficient in digital account opening software including various Apiture and Fiserv products
Maintain strong understanding of other NewtekOne business line products and be able to effectively identify cross sell opportunities and refer business internally
Assist clients with navigation and utilization of our online banking platform and mobile app
Provide troubleshooting and first level online banking support
Work closely with internal teams, including Finance, Payment Operations, and IT, to resolve payment-related inquiries and issues
Assist with onboarding and training new team members
Excellent communication and interpersonal skills
Ability to effectively engage with business owners and decision makers
Strong attention to detail
Exercise good judgement and problem-solving skills
Ability to multi-task and prioritize to meet time-sensitive deadlines
Ability to work collaboratively in a team-oriented environment
Willingness to assist in cross-team projects and initiatives
2+ years in the banking industry focused on business banking, deposit and payments operations, digital banking, customer service, or business development
Preferred
Bilingual Preferred
College degree from a two-year or four-year program with a concentration in business or accounting preferred
Company
NewtekOne (NASDAQ: NEWT)
NewtekOne has helped businesses grow since 1998.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$417.08MKey Investors
Patriot Financial Partners
2025-09-16Post Ipo Equity· $10M
2025-08-25Post Ipo Equity· $48.36M
2025-04-23Post Ipo Debt· $184M
Leadership Team
Barry Sloane
Founder, President and CEO
Frank M. DeMaria
Executive Vice President, Chief Financial Officer
Recent News
2025-12-01
MarketScreener
2025-12-01
2025-11-05
Company data provided by crunchbase