Branch Business Member Support Lead

Golden 1; Lodi, Northern (CA, KY); Hybrid; USD 35,000 - 37,000; Full time

Job summary

Golden 1 Credit Union’s Lodi branch is seeking a Branch Business Member Support Specialist (Full-Time) to be the primary contact for business members, offering expert guidance on deposits, lending, and money movement while supporting branch operations and consumer transactions.

The role begins with training at a neighboring branch before transitioning to the new Lodi branch. Requires a Bachelor’s degree and 2+ years banking experience with strong regulatory knowledge and a consultative approach.

Qualifications

• Bachelor’s degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans.
• Minimum two plus years of prior experience in a banker role at another financial institution or customer relationship building role required; plus 1 year as a Member Service Specialist II or related role preferred.
• Advanced understanding of federal rules and regulations related to Credit Unions, compliance and financial services.
• Strong consultative skills for identifying business members’ needs and recommending 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 to provide comprehensive financial solutions.
• Provide consultation on business deposit accounts, lending options, and digital services.
• Mentor and coach junior team members to promote a strong service culture.

Skills

Credit Union regulations

Commercial lending knowledge

Business deposit accounts

Customer consultative skills

Deposit fulfillment

Cash handling

Microsoft Office

Banking systems

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

Financial applications

Banking systems

Job description

Golden 1 Credit Union’s Lodi branch is seeking a Branch Business Member Support Specialist (Full-Time) to be the primary contact for business members, offering expert guidance on deposits, lending, and money movement while supporting branch operations and consumer transactions.

The role begins with training at a neighboring branch before transitioning to the new Lodi branch. Requires a Bachelor’s degree and 2+ years banking experience with strong regulatory knowledge and a consultative approach.