Business Specialist; Bloomfield Branch

Position Summary

Bloomfield Branch – Business Specialist (Full Time, Exempt, Grade 10). Reports to Branch Manager. Some travel required; no positions supervised. Primary responsibility is business development within the assigned territory, with 50%-60% of time dedicated to business development activities. Supports the Branch Manager in leading and managing branch service, sales, and operations as needed.

• Applies the Westfield Bank Service and Sales Process in customer interactions to acquire, enhance, and service customer relationships.
• Builds pipeline of current and future business prospects through market research and business calling activities.
• Collaborates with internal and external partners to meet business customers’ commercial lending, cash management, and merchant service needs.
• Handles small business and home equity loan applications and serves as a liaison between customer and loan processor until loan closes.
• Resolves customer inquiries and complaints, managing the grey areas.
• Opens new business and personal accounts, cross‑sell bank products and services, and performs service transactions including wire transfers, check approvals, and fee waivers and refunds.
• Obtains official designations/certifications as required (e.g., notary public, medallion).
• Participates in community and professional organizations.
• Drives business deposit and loan growth and meets assigned sales goals.
• Assists business customers with deposit, credit, and digital banking products and general service needs.
• Assists Branch Manager with team leadership, creating a customer‑experience focused environment.
• Maintains and supervises general bank security, responds to alarm company/police for off‑hours alarms, and addresses issues as they arise.
• Completes BSA, AML, and other regulatory and continuing education as assigned.
• Adheres to all bank and regulatory policies and procedures specific to the position.
• Assumes additional responsibilities as requested.

• Business Development
• Customer Relations
• Decision‑Making/Judgement
• Quality
• Sales Results

• High School Diploma or GED required;
  Associate’s degree preferred.
• Previous sales, customer service, and supervisory experience required.
• Minimum of 2 years of previous business development experience preferred.

• Stand – occasionally
• Walk – occasionally
• Sit – frequently
• Handling / Fingering – frequently
• Reach Outward – frequently
• Reach Above Shoulder – occasionally
• Climb – occasionally
• Crawl – occasionally
• Squat or Kneel – occasionally
• Bend – occasionally

• 10 lbs or less – frequently
• 11-20 lbs – frequently
• 21-50 lbs – occasionally
• 51-100 lbs – not applicable
• Over 100 lbs – not applicable

• 12 lbs or less – occasionally
• 13-25 lbs – occasionally
• 26-40 lbs – occasionally
• 41-100 lbs – occasionally

None