Branch Business Member Advisor

Golden1; Bakersfield (CA); On-site; USD 33,751 - 36,506; Full time

Job summary

Golden 1 Credit Union Bakersfield is seeking a Business Member Support Specialist (non-exempt) to be the primary contact for business members, offering guidance on deposits, lending, and money movement. The MSS III will also support consumer transactions and branch operations.

The ideal candidate has a bachelor’s degree in banking or related field, 2+ years in banking, and strong regulatory knowledge to ensure compliant solutions.

Qualifications

• Bachelor’s degree or equivalent work experience in banking or related field.
• Minimum two years in a banker role or relationship-building role; one year in related Golden 1 roles preferred.
• Strong knowledge of federal regulations for credit unions and financial services.
• Ability to identify business members’ needs and provide tailored financial solutions.
• Experience in deposit fulfillment, cash handling, account servicing, and customer engagement.

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 (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.
• Mentor and coach junior team members to promote a strong service culture.

Skills

Regulatory knowledge

Commercial lending

Deposits knowledge

Consultative selling

Customer service

Microsoft Office

Banking systems

Communication skills

Education

Bachelor’s degree in banking or related field

Job description

Golden 1 Credit Union Bakersfield is seeking a Business Member Support Specialist (non-exempt) to be the primary contact for business members, offering guidance on deposits, lending, and money movement. The MSS III will also support consumer transactions and branch operations.

The ideal candidate has a bachelor’s degree in banking or related field, 2+ years in banking, and strong regulatory knowledge to ensure compliant solutions.