Business Services Specialist

Harleysville Bank

Harleysville, PA

JOB DETAILS
JOB TYPE
Full-time
SKILLS
Analysis Skills, Banking Services, Bid Packages, Business Banking, Business Development, Business Services, Business Solutions, Campaigns, Cash Management, Commercial Banking, Commercial Loans, Community Banking, Computer Skills, Cross-Selling, Customer Experience, Email Marketing, Establish Priorities, Identify Issues, Loan Operations, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Process Management, Proposal Writing, Sales, Set Goals, Time Management, Treasury, Willing to Travel
LOCATION
Harleysville, PA
POSTED
30+ days ago

Our Community Commitment

For over a century, Harleysville Bank has been a true community bank; a resource for dependable and flexible financial solutions. Built on a foundation of trust, our mission is to create value for our customers, team members, stockholders and community by consistently providing an exceptional community banking experience.

Core Responsibilities

As a Business Services Specialist, you will grow commercial deposit relationships and expand the Bank’s cash management adoption to support assigned business development goals. This role exists to connect local business needs with the right deposit and treasury solutions while ensuring a consistent, compliant customer experience.

Key responsibilities include sales calling to develop new commercial deposits; cross-selling cash management products; reviewing existing offerings and recommending adjustments; building referral networks with centers of influence; preparing proposals and presentation packages; coordinating cash management processes with Deposit Operations; creating print/email marketing; supporting Commercial Lenders and Branch Managers on customer calls; training and advising branch teams; troubleshooting technical/operational issues; and participating in community and industry events.

Required qualifications/skills:
- Bachelor’s degree or equivalent education/banking experience
- Strong knowledge of business banking and commercial deposit products
- Proven new business development skills and sound judgment
- Excellent organizational, analytical, communication, and computer skills
- Ability to travel to businesses and branch locations; adherence to BSA/OFAC and Bank policies

If you are ready to represent our business solutions with professionalism and precision, apply today.

A Typical Workday

Your day blends planned outreach with responsive support. You start by prioritizing follow-ups from recent conversations, then head out to meet business owners and referral partners across the market. Between visits, you coordinate details with branch leaders, commercial lenders, and Deposit Operations so next steps stay clear and timely. Later, you refine proposal materials, adjust messaging for an email or print campaign, and field questions from internal teams on business product options. As issues arise, you help diagnose what’s happening and keep customers informed through professional phone and email updates. Some days include a community or trade event before or after business hours to maintain visibility and connections.

Benefits Overview

Harleysville Bank offers a Competitive Salary and Paid Time Off, along with a comprehensive benefits package that includes Medical, Dental, and Vision coverage. Team members can also participate in a 401(k), Life Insurance, and tax-advantaged options such as a Health Savings Account (HSA) and Flexible Spending Account (FSA).

About the Company

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Harleysville Bank