Business Development Support Specialist

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Business Development Support Specialist

Business Development / Fairfax Corporate

SVP / Director of Business Development

The Business Development Support Specialist plays a key role in supporting the Business Development Officer team by providing administrative and operational assistance to ensure smooth onboarding experience for new and existing clients. This includes account setup, maintenance, and servicing in compliance with regulatory and bank policies. The role requires close collaboration with Business Development Officers, Lenders, Treasury Services, and other internal departments, with a strong focus on building and sustaining relationships to support business growth and efficient bank operations.

Additionally, the position involves managing documentation, client communications, and supporting sales strategies to enhance customer experience.

• Assist Business Development Officers in opening new business accounts and guiding customers through setting up requirements.
• Collect, verify, and organize client documentation to ensure compliance with banking policies.
• Complete, track, and process all required forms and paperwork accurately and on time.
• Facilitate distribution of documents, including electronic signature requests.

• Maintain accurate client records.
• Prepare reports, presentations, and client proposals as needed.
• Respond to department‑specific inquiries promptly and accurately.
• Track pending approvals, signatures, and documentation for multiple officers.
• Answer phones, manage calendars, and coordinate internal meetings.

• Serve as a primary point of contact for clients, ensuring timely and professional communication.
• Maintain existing client relationships by processing requests and resolving inquiries.
• Follow up on documentation, missing information, and maturing CDs/CDARS for existing clients.
• Identify opportunities to cross‑sell Treasury Management services and other bank products.

• Work closely with Lenders, Treasury Services, and Internal Departments to coordinate client solutions.
• Ensure all activities comply with regulatory standards and internal bank policies.
• Maintain confidentiality of sensitive client and business information.

• Support marketing and sales strategies as needed.
• Perform other duties as assigned.

High school diploma or GED required; associate or bachelor’s degree preferred.

1–2 years of administrative experience; banking experience preferred.

Knowledge of banking products and Treasury Management services is a plus.

• Excellent written and verbal communication skills.
• Strong organizational and documentation management abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
• Ability to multitask and prioritize in a fast‑paced environment.
• High level of integrity and professionalism.
• Detail‑oriented with a proactive approach to problem‑solving.
• Strong relationship‑building and customer service skills.
• Team‑oriented with ability to collaborate across departments.

• Ability to sit, stand, kneel and bend for extended periods of time.
• Must be able to operate a computer keyboard, mouse, and other computer components.
• Lifting and transporting heavy to moderately heavy objects, such as computers and small furniture and equipment.
• Ability to converse and exchange information with customers and all levels of staff within the organization.
• Ability to observe, perceive, and identify data.
• Ability to travel via air, rail, automobile, and/or bus for frequent traveling to different office and branch locations as required.

The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse or…