Branch Business Banking Advisor

Golden 1 Credit Union; Lodi (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Golden 1 Credit Union in Lodi, CA, is seeking a Branch Business Member Support Specialist who will train at a nearby branch before transitioning to the new Lodi location. The role focuses on business deposits, lending solutions, and money movement services, delivering proactive, tailored guidance to commercial members.

As MSS III when not handling business accounts, you will support branch platform operations, consumer transactions, and financial consultations, while maintaining product

Qualifications

• Education: Bachelor’s degree or equivalent in banking or related field.
• Experience: 2+ years in banking or customer relationship roles; 1 year as MSS II or related role preferred.
• Knowledge: federal banking regulations and lending services.

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.

Skills

Federal regulations

Commercial loan products

Business deposit accounts

Consultative sales

Customer engagement

Problem solving

Time management

MS Office

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

Banking systems

Job description

Golden 1 Credit Union in Lodi, CA, is seeking a Branch Business Member Support Specialist who will train at a nearby branch before transitioning to the new Lodi location. The role focuses on business deposits, lending solutions, and money movement services, delivering proactive, tailored guidance to commercial members.

As MSS III when not handling business accounts, you will support branch platform operations, consumer transactions, and financial consultations, while maintaining product