Commercial Services Specialist

Job Title: Commercial Services Specialist Department: National Banking FLSA Status: Exempt Reports to: Vice President, National Banking Manager Commercial Services Specialist at Chain Bridge Bank, N.A. The Commercial Services Specialist will be directly responsible for client support regarding the various online services, relationship management of new and existing clients, maintenance and project requests, and managing compliance-related administrative duties. Compensation Compensation will be commensurate with experience and qualifications. This role is eligible to participate in the Bank's annual incentive compensation plan, under which employees may earn a cash bonus based on the performance of the Company and the team, with an emphasis on financial results and risk management. Plan terms, eligibility, and payout amounts are determined at the sole discretion of the Bank and are subject to change. This is a hybrid position, with a requirement to be in the office at least three days per week in McLean, Virginia. Benefits Chain Bridge offers a professional benefits package consistent with a regulated banking environment, including: • Competitive base salary • Comprehensive health benefits (medical, dental, and vision) • 401(k) retirement plan with employer contribution • Paid time off, including vacation, holidays, and sick leave • Annual incentive compensation plan • Professional development opportunities relevant to the role and the Bank's operating environment Responsibilities: Operational • Assist in the gathering of all documents necessary for a complete account package • Assist the customer with signing the documents necessary to complete transactions and receive initial deposits • Manage document tracking for departmental audits • Manage the large deposit verification and overdraft notification process • Verify account transactions and wires with clients in a timely manner • Investigate and research account activity and effectively answer client inquiries • When necessary, interact professionally with third-party vendors to seamlessly provide such services for the client Business Development • Follow up with clients on pending items, such as deposit accounts, loan requests, online treasury management services, e-commerce products, remote capture, and lockbox • Provide technical support for treasury management, be capable of installing and troubleshooting remote capture machines, mobile banking, and ensure the stability of commercial banking products and services • Request financial information for loan-related matters • Assist in the preparation of marketing activities and materials • Coordinate bank-sponsored events geared to generate future business or customer appreciation Relationship Management • Manage client expectations regarding their deposit and loan requests as they move through internal channels • Provide ongoing relationship management for clients in the portfolio • Interact with clients on a regular basis to determine additional banking services or enhancements to existing products Other Duties: • Work seamlessly with all departments of the bank • Maintain a high level of proficiency with the Bank’s products and services • Continuing education and training in lending, credit, and cash management • Administrative tasks and other duties assigned Qualifications: Required • Strong organizational skills with the ability to manage multiple priorities and maintain accuracy in a fast-paced banking environment • Demonstrated client service orientation, with the ability to respond to inquiries promptly and professionally • Strong problem-solving skills and the ability to follow established policies and procedures • Ability to adapt to changing priorities and evolving systems within a regulated environment • Attention to detail and commitment to accuracy, particularly in handling financial information and account documentation • Strong written and verbal communication skills, including the ability to prepare clear client correspondence and internal documentation • Strong interpersonal skills and the ability to work effectively across business lines, including Operations and Compliance • Ability to maintain confidentiality and exercise sound judgment when handling sensitive client and Bank information Preferred • Prior banking experience a plus • Bachelor’s degree preferred (finance, accounting, economics, business, or related field). • Sales and client service experience • Proficient with adapting to technology • Functional understanding of Microsoft Office tools Compliance • Your adherence to these laws and regulations and the policies and procedures that support them directly affects the Bank's compliance. Annual incentive compensation rewards team performance. An employee will not be eligible for incentive compensation unless he/she takes the consumer compliance courses required of all employees and all the required consumer compliance courses for his/her job description or job responsibilities by the end of each calendar year. All required consumer compliance courses for the applicable year will be outlined in the Compliance Management Program• Operational • Assist in the gathering of all documents necessary for a complete account package • Assist the customer with signing the documents necessary to complete transactions and receive initial deposits • Manage document tracking for departmental audits • Manage the large deposit verification and overdraft notification process • Verify account transactions and wires with clients in a timely manner • Investigate and research account activity and effectively answer client inquiries • When necessary, interact professionally with third-party vendors to seamlessly provide such services for the clientBusiness Development • Follow up with clients on pending items, such as deposit accounts, loan requests, online treasury management services, e-commerce products, remote capture, and lockbox • Provide technical support for treasury management, be capable of installing and troubleshooting remote capture machines, mobile banking, and ensure the stability of commercial banking products and services • Request financial information for loan-related matters • Assist in the preparation of marketing activities and materials • Coordinate bank-sponsored events geared to generate future business or customer appreciationRelationship Management • Manage client expectations regarding their deposit and loan requests as they move through internal channels • Provide ongoing relationship management for clients in the portfolio • Interact with clients on a regular basis to determine additional banking services or enhancements to existing productsOther Duties: • Work seamlessly with all departments of the bank • Maintain a high level of proficiency with the Bank’s products and services • Continuing education and training in lending, credit, and cash management • Administrative tasks and other duties assigned

Created: 2026-03-04