What are the responsibilities and job description for the Banking Specialist position at LegalZoom?
Description
Position at Inc Authority
About Inc Authority
Inc Authority has been the corporate formation specialist for over twenty years. Founded in 1989, Inc Authority, and its associated companies, have formed and represented over 70,000 Corporations and LLCs worldwide. We offer the most comprehensive range of services under one roof, including corporate business formation and strategy, tax planning, bookkeeping, estate and retirement planning. We are dedicated to providing the highest standard of customer service.
Inc Authority is a business formation company headquartered in Nevada that specializes in helping businesses launch and grow throughout the U.S. We have multiple avenues of career growth with opportunities to advance with our growing organization. We promote a culture of diversity, inclusion, and work life balance. Our core values consist of Service Excellence, Teamwork, Ownership, Respect, and Integrity.
Overview
As a Business Banking Specialist, you’ll guide our existing business owners through setting up the right business bank accounts with our trusted partners, making it easy for them to take the next step in growing their companies. By providing confident, professional support on every call and keeping meticulous records, you’ll do more than just process accounts—you’ll strengthen client relationships, drive revenue, and be a key contributor to our company’s success.
This position will be onsite at our Reno, NV office.
You will
You will also receive a full range of medical, financial, and other benefits as seen below.
○ Mental Health
○ One Medical
○ Fringe lifestyle benefits up to $250
Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.
Position at Inc Authority
About Inc Authority
Inc Authority has been the corporate formation specialist for over twenty years. Founded in 1989, Inc Authority, and its associated companies, have formed and represented over 70,000 Corporations and LLCs worldwide. We offer the most comprehensive range of services under one roof, including corporate business formation and strategy, tax planning, bookkeeping, estate and retirement planning. We are dedicated to providing the highest standard of customer service.
Inc Authority is a business formation company headquartered in Nevada that specializes in helping businesses launch and grow throughout the U.S. We have multiple avenues of career growth with opportunities to advance with our growing organization. We promote a culture of diversity, inclusion, and work life balance. Our core values consist of Service Excellence, Teamwork, Ownership, Respect, and Integrity.
Overview
As a Business Banking Specialist, you’ll guide our existing business owners through setting up the right business bank accounts with our trusted partners, making it easy for them to take the next step in growing their companies. By providing confident, professional support on every call and keeping meticulous records, you’ll do more than just process accounts—you’ll strengthen client relationships, drive revenue, and be a key contributor to our company’s success.
This position will be onsite at our Reno, NV office.
You will
- Call and consult existing business owners to set up their business bank accounts with our partner banks.
- Guide clients through the account-opening process, clearly explaining options, benefits, and next steps.
- Strengthen client relationships by providing professional, thorough support and positioning our services as an ongoing resource.
- Work in a performance-driven environment, consistently aiming to meet and exceed call, conversion, and revenue goals.
- Stay organized and proactive by managing your pipeline, following up with clients, and documenting all activities and contacts accurately.
- Proven ability to engage customers over the phone, confidently addressing their questions, concerns, and needs.
- A motivated, ambitious mindset with strong enthusiasm and optimism, committed to long-term growth and tackling challenges head-on.
- A genuine desire to make a positive impact on people’s lives by providing top-tier assistance.
- A polished, respectful, and professional presence in every interaction.
- At least 1 year of customer service experience, with a track record of meeting and exceeding expectations.
- Preferably 1 year of sales experience, demonstrating your ability to drive results.
- Preferably 1 year of call center experience, managing high call volumes and multitasking effectively.
You will also receive a full range of medical, financial, and other benefits as seen below.
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Paid Time Off
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Short-Term/Long-Term Disability Insurance
- Plus other wellness benefits to include:
○ Mental Health
○ One Medical
○ Fringe lifestyle benefits up to $250
Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.
Salary : $37,440