Business Development Support Specialist

FVCbank

Business Development Support Specialist - Job Description

Title

Business Development Support Specialist

Department(s)

Business Development / Fairfax Corporate

Reports to

SVP / Director of Business Development

Job Summary

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.

Essential Job Functions

Account Setup & Onboarding

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.
 

Administrative & Operational Support

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.
 

Client Relationship Management

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.
 

Collaboration and Compliance

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.
 

Additional Duties

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

Minimum Requirements

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.

Desired Skills

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.

Essential Functions:

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.

Disclaimer
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 misappropriation of financial instruments or information which is an essential function of the position for which you are applying. A consumer report (including a credit report) and additional background reports are requested of all applicants on that basis.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

We are an Affirmative Action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation or any other characteristic protected by federal, state or local law.  

Apply at www.fvcbank.com / Careers Tab