Branch Business Member Experience Specialist

Golden 1 Credit Union; San Jose (CA); On-site; USD 40,000 - 45,000; Full time

Job summary

Golden 1 Credit Union is seeking a Branch Business Member Support Specialist in San Jose. You will serve business members with inquiries, account servicing, and loan processing while guiding them on online banking, ACH setups, and tailored financial solutions.

You will proactively engage new business members, collaborate with lender and operations teams, ensure regulatory compliance, and mentor junior colleagues in service excellence across deposits and lending.

Qualifications

• Bachelor’s Degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans preferred
• 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

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.
• 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.

Skills

Relationship-focused

Business banking knowledge

Customer service

Digital banking

Compliance

Education

Bachelor’s Degree or equivalent

Job description

Golden 1 Credit Union is seeking a Branch Business Member Support Specialist in San Jose. You will serve business members with inquiries, account servicing, and loan processing while guiding them on online banking, ACH setups, and tailored financial solutions.

You will proactively engage new business members, collaborate with lender and operations teams, ensure regulatory compliance, and mentor junior colleagues in service excellence across deposits and lending.