Business Development Specialist

. Facilitate the onboarding process for corporate clients, ensuring a smooth transition into the program .

Posted 5/21/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $61,200 - $125,500 per yearWebsite

Key responsibilities & impact

Facilitate the onboarding process for corporate clients, ensuring a smooth transition into the program
Build and maintain long-term relationships with commercial and corporate clients and their HR departments
Identify opportunities to promote banking products and services
Provide financial planning advice to clients based on their specific needs
Oversee and manage client portfolios, regularly reviewing account performance
Stay informed about industry trends and competitor offerings
Resolve client inquiries and complaints in a timely and professional manner

What you’ll need

College degree or equivalent experience
Minimum 3 years successful business sales relationship experience
Workplace banking experience preferred
Excellent project management and communication skills in written, verbal, and presentation formats
Ability to manage projects utilizing strong prioritization skills, organizational, problem-solving and teamwork abilities
Self-discipline and self-motivation
Proven ability to collaborate with, influence and present to all levels of employee/management
Minimum three (3) years demonstrated experience and knowledge of networking and prospecting sales techniques
Proven ability to develop/execute strategies to serve multiple customer/client segments across markets
Strong written and verbal communications skills
Excellent skills in MS Office (Outlook, Word, Excel and PowerPoint) preferred
Previous experience with Retail Sales platform systems preferred (ACE) and FNA.

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningproject managementsales techniquesnetworkingportfolio management

Soft Skills

communicationorganizationalproblem-solvingteamworkself-disciplineself-motivationinfluencingcollaboration