Business Services Officer Jobs
Business Services Officer jobs are open across banking, government agencies, higher education, and healthcare, from entry-level to senior and management roles, with specializations in client relations, compliance administration, and operational support. See the openings below and apply to the ones that match your experience.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
JOB SUMMARYDirect and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
2. Develop and execute a cohesive branding strategy to maximize client retention and increase new business.
3. Create all external marketing collateral.
4. Facilitate a direct calling effort on centers of influence within the community and build strong relationships with internal partners to foster new sources of revenue and increase referral activity.
5. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
6. Plan and execute all team events, including functions co-branded with internal partners such as Wealth and Insurance.
7. Oversee the use of contact management tools to track all business and prospecting activities.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education, training and work-related experience
2. Demonstrated ability to effectively manage people and projects
3. A thorough understanding of the advertising review process as mandated by Financial Industry Regulatory Authority, Inc. (FINRA)
4. Strong writing and presentation skills
5. Significant experience planning client and prospect events
6. Ability to effectively present information to top management, public groups, and/or boards of directors
7. Demonstrated proficiency in basic computer applications such as Microsoft Office products
Preferred Qualifications:
1. FINRA Series 7, 66 (or 63/65) and Life & Health Insurance licenses
2. Sound working knowledge of holistic banking/investment platforms, products, services, operations, and systems
The annual base salary for this position is $57,880-106,730
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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Business Services Officer Jobs by Experience Level
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Who's Hiring



What Employers Look For
The qualifications that appear most often in business services officer jobs.
- Bachelor's degree in business administration, public administration, or a related field
- Experience managing or coordinating administrative and operational functions
- Proficiency with office productivity software and enterprise management systems
- Strong written and verbal communication skills for internal and external stakeholders
- Knowledge of compliance, regulatory reporting, or policy administration requirements
- Demonstrated ability to manage budgets, contracts, or vendor relationships
Tips for Your Business Services Officer Job Search
Tailor your resume to each sector
A business services officer resume for a bank reads differently than one for a university or government agency. Pull the exact language from each posting and mirror it in your work history so your experience maps directly to what that employer values.
Highlight process improvement outcomes
Hiring managers for business services officer roles want to see that you have made operations measurably better. Describe a specific workflow you redesigned, a bottleneck you resolved, or a compliance gap you closed, and state the practical result in concrete terms.
Apply early to roles that fit
Migrate Mate lists business services officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings with operational scope
Business services officer titles vary widely in authority. Look for postings that list budget oversight, vendor coordination, or cross-department liaison duties, since those signal a role with real decision-making weight rather than purely administrative support work.
Prepare a cross-functional scenario for interviews
Interviewers for these roles almost always ask how you have coordinated between departments with competing priorities. Prepare one clear example from your experience that shows you gathered input from multiple stakeholders, managed a conflict, and reached a workable outcome.
Follow up with a process-focused thank-you note
After your interview, send a note that references a specific operational challenge the team mentioned and briefly explains how your background positions you to address it. This reinforces your fit without restating your resume and distinguishes you from candidates who send generic follow-ups.
Business Services Officer Jobs: Frequently Asked Questions
Which companies are hiring the most business services officers?
The most active employers for business services officers right now are Truist, Federal Reserve Bank of Richmond, and Central Bank, and the most openings are in Virginia, Georgia, and California, based on current listings on Migrate Mate as of November 2026. Demand is particularly concentrated in financial institutions, government agencies, and large healthcare systems.
How many business services officer jobs are remote?
About 67% of business services officer openings are fully remote or hybrid as of November 2026, with availability varying by industry and employer size. Sub-areas such as compliance administration, client account management, and reporting functions tend to have the highest share of remote or hybrid arrangements compared to roles requiring regular in-person facility or branch oversight.
How do you become a business services officer?
Most business services officers start with a bachelor's degree in business administration, finance, or public administration, then build experience in administrative coordination, operations, or client services roles. From there, earning familiarity with regulatory compliance, budget management, and cross-departmental project work positions you for a business services officer title. Some employers also value professional certifications in project management or operations.
Can you get hired as a business services officer with little experience?
Entry-level business services officer roles exist, particularly in government agencies, credit unions, and larger healthcare organizations that hire into structured programs. Candidates with limited direct experience do best when they emphasize transferable skills such as client communication, process documentation, and data reporting. An internship, administrative assistant background, or relevant coursework in operations or public administration can substitute for years of full experience in many postings.
What does the business services officer interview process look like?
Most business services officer interview processes begin with a phone or video screen focused on your background and general fit, followed by one or two in-depth interviews with a hiring manager and sometimes a panel from operations, compliance, or HR. Expect scenario-based questions about handling competing priorities, coordinating across departments, and managing a compliance or policy issue. Some employers include a written exercise or case study.
Where can I find and apply to business services officer jobs?
You can find and apply to business services officer jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your background, experience level, and preferred location, then apply directly to each listing that fits.
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