Commercial Banking Administrator

Cornerstone Bank was established in 2017, built on a legacy of community support and a commitment to helping individuals and businesses thrive. With deep roots in Worcester County and a strong presence throughout Central Massachusetts, Cornerstone combines the strength of a traditional bank with the personalized service of a local institution. Our community-based banking model allows us to deliver exceptional service with a personal touch-every time. At Cornerstone Bank, we foster a collaborative and inclusive workplace where innovation, teamwork, accountability, and excellence are more than just values-they're how we work every day. We empower our employees to grow professionally, serve their communities, and deliver outstanding customer experiences.

Job Summary

The Commercial Banking Administrator serves as a trusted partner to commercial clients and internal business teams by providing comprehensive support for commercial banking products and services. This role is responsible for managing client relationships, assisting with the implementation and ongoing support of treasury and cash management services, conducting annual service reviews, and delivering customer training focused on product usage and fraud prevention. The Commercial Banking Administrator collaborates closely with Commercial Banking Officers and other business partners to identify client needs, recommend solutions, support sales efforts, and ensure an exceptional customer experience. Success in this role requires strong relationship management, analytical, communication, and organizational skills, along with a solid understanding of commercial banking operations, compliance requirements, and industry best practices.

• Manage the onboarding, implementation, and ongoing support of Commercial Services products, including ACH, wire transfers, remote deposit capture, lockbox services, and other treasury management solutions.
• Serve as a primary point of contact for commercial clients, responding to service requests, providing product guidance, and recommending solutions that best meet customer needs.
• Conduct annual reviews of Commercial Services products and customer relationships to ensure compliance, service effectiveness, and ongoing client satisfaction.
• Deliver customer education and training on Commercial Services products, system functionality, security protocols, and fraud prevention best practices.
• Analyze prospective and existing client banking relationships and assist in the development of customized proposals, presentations, and service recommendations.
• Build and maintain strong client relationships in partnership with Commercial Banking Officers to support retention, growth, and overall customer experience.
• Provide administrative, operational, and technical support related to Commercial Services activities and initiatives.
• Develop and maintain educational resources, policies, procedures, and training materials for internal business partners; assist with employee training as needed.
• Collaborate with cross-functional teams throughout the Bank to support commercial banking initiatives, improve processes, and ensure effective service delivery.
• Stay informed on regulatory requirements, industry trends, and Bank policies related to Commercial Services products and operations.
• Other related duties and projects as assigned.

Requirements:

• Strong verbal, written, and interpersonal communication skills, with the ability to effectively interact with customers, business partners, and employees at all levels.
• Demonstrated ability to work independently, manage multiple priorities, and contribute effectively within a collaborative team environment.
• Working knowledge of commercial banking products and services, business deposit accounts, treasury management solutions, applicable regulations, compliance requirements, and business documentation.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and other business software systems.
• Strong analytical, problem-solving, organizational, and time management skills with a high attention to detail.
• Ability to develop and deliver professional presentations, training sessions, and product demonstrations to customers and internal stakeholders.
• Knowledge of banking operations, procedures, and cross-functional processes; experience working with compliance, operations, training, and related business units preferred.
• Customer-focused mindset with the ability to identify client needs, recommend solutions, and support business development efforts.
• Ability to travel as needed to support customer and business needs.
• Flexibility to work extended or non-standard hours when business demands require.

Education:

• High School diploma or equivalent
• One to three years of customer service, banking, or financial services experience with demonstrated ability to meet or exceed customer expectations.

INDEPENDENT ACTION

Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.


NOTE: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job.


Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

Cornerstone Bank is an Equal Opportunity Employer. In compliance with Equal Opportunity Guidelines and the Americans with Disabilities Act, Cornerstone Bank provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss