Flushing Bank · 3 months ago
Business Specialist - Bayside - Bilingual Greek/English Preferred
Bayside, Queens, NY, USA
Full-time
Onsite
Mid Level
$62K/yr - $85K/yr
3+ years expFlushing Bank is a community-focused institution with over 90 years of service. They are seeking a Business Specialist who will perform sales and service functions for business customers, ensuring their financial needs are met while providing exceptional customer service.
BankingFinancial Services
Responsibilities
Achieve and surpass scorecard goals including checking unit and balance goals, credit application and booking goals, referral and cross-sell goals, as outlined in the Retail Incentive Program
Proactively source, acquire, retain, and deepen business customer relationships by maximizing sales and lending opportunities
Recommend appropriate solutions which may include a referral to the branch’s designated Business Development Officer (BDO)
Partner with the BDO as necessary to facilitate deposit acquisition and preparing or compiling credit applications and supporting documents
Utilize a consultative selling approach to understand client business and personal needs and financial goals; identify credit opportunities and offer appropriate solutions; refer to Investment partners when appropriate. Identify clients with higher levels of personal investable assets and offer Premier checking as the “best in class” banking package
Ensure a positive customer experience for all sales and service interactions
Participate in sales meetings, sharing best practices, and offering feedback to management on enhancing individual performance as well as supporting team performance. Actively participate in sales and service sprint campaigns utilizing all available resources provided by Marketing, Business Development, Retail Administration, etc
Maintain a business pipeline and participate in scheduled production reviews with managers and peers
Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required
Perform operational responsibilities as required by the branch manager
Provide consistent and optimal customer service to all business customers by recognizing and greeting customers in a friendly and professional manner
Communicate clearly and thoroughly on the resolution of issues and identifying cross-sell opportunities of additional products and/or services. Where appropriate, the Business Specialist must respond promptly to business customer needs by unassisted fulfillment or a referral. The Business Specialist owns the customer need or issue until fulfilled and/or resolved. This requires persistent and regular dialogue with business partners until all referrals are completely followed up on
Source and provide credit solutions for prospects and clients. Follow up on credit referrals from Branch Managers, CSR’s and UB’s. Work with the branch staff, the BDO, and the customer on preparing proper credit applications
As a designated Premier banker, manage a portfolio of business clients who qualify for a Premier Banking package, with expectations of cross selling, retaining and deepening their consumer relationship and establishing a robust referral network
If licensed, leverage licenses and basic investment knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant
Develop a Center of Influence (COI) network by engaging in business networking and community activities. Actively represent Flushing Bank in the local business community; generate business leads; and close business opportunities. Maintain frequent interaction with COIs, community leaders and senior business contacts
Effectively leverage, coordinate and organize targeted marketing campaigns, events, and new product launches to drive sales activities and fulfill customer needs in the local business community
Support and preserve the operational integrity of the branch and bank by adhering to all policies and procedures of Flushing Bank, including account opening and credit protocols. Conduct sound operational practices and bring questionable conditions or issues of potential loss to the attention of management in a timely manner. Where necessary, the Business Specialist performs branch opening, closing and operational duties under the leadership of branch management
Qualification
Required
Minimum three years banking experience, preferably in Business Banking
Certification in Business Product knowledge and other training as required
Fundamental knowledge of accounting and business operations
Financial Analysis skills a plus
Microsoft Office competency
Exceptional verbal and written communication skills: ability to conduct collaborative credit conversations; clarify issues; and present information to peers, management, and internal business partners
Customer oriented, responsive, and thorough in pursuing leads and responding to service requests and inquiries
Professional expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals and dreams
Highly driven to grow one's own personal capabilities by actively participating in opportunities to expand knowledge base; and grow leadership, influencing, and interpersonal skills
Superior organizational skills and excellent business development skills
Adaptable and flexible in duties, responsibilities and organizational change
Ability to produce well within goal parameters utilizing acquired and trained selling skills
Able to work independently as well as within a team environment
Preferred
Bachelor's degree in business
Investment (Series 6 or 7) and Life & Health insurance licensing strongly suggested
Benefits
Medical, Dental, & Vision Insurance
Short Term & Long Term Disability
Group Term Life
401K Plus Employer Match
Paid Time Off
11 Paid Holidays
Employee Referral Program
Generous Incentive Programs
Volunteer Opportunities
Supportive Environment Focused on Learning and Advancement
Company
Flushing Bank
Flushing Bank is a New York State chartered stock commercial bank insured by the Federal Deposit Insurance Corporation.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$135M2025-12-29Acquired
2024-12-12Post Ipo Equity· $70M
2022-08-19Post Ipo Debt· $65M
Leadership Team
Yan Nuriyev
CTO
Gary Raisig
SVP, Commercial and Business Banking Group Sales Executive
Recent News
2026-01-23
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