Branch Business Member Experience Specialist

Golden 1

San Jose (CA)

Hybrid

USD 82,925,000 - 94,558,000

Full time

3 days ago

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Job summary

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

You will assist business members with online banking, ACH setups, and financial products while collaborating with internal teams to deliver tailored solutions and ensure compliance and operational excellence.

Qualifications

Bachelor’s degree in banking or equivalent work/education experience.
2+ years in banking or customer relationship roles.
1+ years as Member Service Specialist II or related role 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.
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.
Maintain proficiency in Golden 1 products, services, policies, and compliance regulations.
Approve financial transactions and mentor junior team members.