Branch Business Banking Advisor

Clear Destination Inc.; Goleta (CA); On-site; USD 37,000 - 40,000; Full time

Job summary

Golden 1 Credit Union in Goleta, CA is seeking a Branch Business Member Support Specialist to be the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.

You will assist with online banking, ACH setups, credit solutions, and digital services, and collaborate with internal teams to deliver tailored financial solutions while ensuring compliance.

Qualifications

• Bachelor’s Degree or equivalent work or educational experience in banking.
• 2+ years of prior experience in a banker role at another financial institution or customer relationship building role.
• 1+ years as a Member Service Specialist II, teller role or business product banking role at Golden 1 or another financial institution preferred.

Responsibilities

• Serve as the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.
• Assist business members with online banking, ACH setups, credit solutions, and financial products tailored to their needs.
• Conduct proactive outreach to new business members to enhance engagement and foster lasting relationships.
• Process commercial loan servicing requests, including payment corrections, amortizations, and payoff calculations.
• Collaborate with internal teams to provide comprehensive financial solutions.
• Provide consultation on business deposit accounts, lending options, and digital services, ensuring members are enrolled in the appropriate channels.
• Effectively navigate software applications while maintaining accuracy and compliance with state and federal regulations.
• Identify fraudulent activity and elevate issues in accordance with established protocols.
• When not assisting business accounts, fulfill MSS III duties, including consumer transaction processing, financial advising, loan applications, account openings, and platform operations.
• Maintain proficiency in Golden 1 products, services, policies, and compliance regulations.
• Approve financial transactions and signature cards within authorized limits.
• Mentor and coach junior team members to promote a strong service culture.

Education

Bachelor’s Degree or equivalent work or educational experience in banking

2+ years banking experience

1+ years as a Member Service Specialist II or teller or business product banking role

Job description

Golden 1 Credit Union in Goleta, CA is seeking a Branch Business Member Support Specialist to be the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.

You will assist with online banking, ACH setups, credit solutions, and digital services, and collaborate with internal teams to deliver tailored financial solutions while ensuring compliance.