Branch Business Banking Relationship Specialist

Golden 1 Credit Union; Rancho Cordova (CA); Sur place; USD 35 000 - 37 000; Plein temps

Résumé du poste

Golden 1 Credit Union, Rancho Cordova, is seeking a Branch Business Member Support Specialist. The role focuses on delivering tailored business banking solutions, servicing accounts, and supporting loans and digital services within a fast-paced branch environment.

You will build trusted relationships with business members, assist with online banking and ACH setups, and collaborate with lending and treasury teams to provide comprehensive financial solutions while ensuring regulatory compliance.

Qualifications

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

Responsabilités

• 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.

Formation

Bachelor’s Degree or equivalent in banking

Description du poste

Golden 1 Credit Union, Rancho Cordova, is seeking a Branch Business Member Support Specialist. The role focuses on delivering tailored business banking solutions, servicing accounts, and supporting loans and digital services within a fast-paced branch environment.

You will build trusted relationships with business members, assist with online banking and ACH setups, and collaborate with lending and treasury teams to provide comprehensive financial solutions while ensuring regulatory compliance.