Branch Business Banking | Member Support Pro

Golden 1 Credit Union; Cameron Park (CA); In loco; USD 34.000 - 36.000; Tempo pieno

Descrizione del lavoro

Golden 1 Credit Union in California seeks a Branch Business Member Support Specialist to serve as the primary resource for business members. You will handle inquiries, account servicing, loan processing, and escalations while promoting online banking, ACH setups, and tailored financial solutions.

The role involves proactive outreach to new business members, collaboration with lending and treasury teams, and ensuring compliance with regulations.

Competenze

• Bachelor's degree or equivalent work/educational experience in banking, preferably servicing business and commercial loans.
• Strong business banking knowledge and exceptional service skills.
• Ability to build trusted relationships while ensuring compliance and accuracy.

Mansioni

• 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 (lending, treasury management, account servicing) 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.

Conoscenze

Relationship-focused

Banking knowledge

Customer service

Formazione

Bachelor's in banking or related field

Descrizione del lavoro

Golden 1 Credit Union in California seeks a Branch Business Member Support Specialist to serve as the primary resource for business members. You will handle inquiries, account servicing, loan processing, and escalations while promoting online banking, ACH setups, and tailored financial solutions.

The role involves proactive outreach to new business members, collaboration with lending and treasury teams, and ensuring compliance with regulations.