Branch Business Services & Lending Specialist

Golden 1 Credit Union; Sacramento (CA); On-site; USD 33,000 - 36,000; Full time

Job summary

Golden 1 Credit Union in Sacramento, CA is seeking a Business Member Support Specialist to serve as the primary contact for business members, guiding them on deposits, lending, and money movement. The MSS III duties include branch platform operations and consumer transactions.

Ideal candidates have a bachelor’s degree and 2+ years of banking or client-relations experience, with strong compliance and communication skills, in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent work or educational experience in banking.
• Minimum two years of experience in a banker or customer relationship role.
• Strong knowledge of federal rules and regulations for credit unions.
• Solid consultative skills to identify business members’ needs.
• Experience with deposit fulfillment, cash handling and account servicing.

Responsibilities

• Serve as main resource for business members, handling inquiries and account servicing.
• Assist with online banking, ACH setups, and lending solutions.
• Proactively reach out to new business members to boost engagement.
• Process loan servicing requests including payments and amortizations.
• Collaborate with internal teams to provide financial solutions.
• Advise on business deposits, lending options, and digital services.
• Navigate software applications accurately while ensuring compliance.
• Mentor junior team members to promote strong service culture.

Skills

Business banking

Customer service

Lending knowledge

Compliance knowledge

Microsoft Office

Communication skills

Education

Bachelor’s degree or equivalent

Tools

Online banking platforms

Financial software

Job description

Golden 1 Credit Union in Sacramento, CA is seeking a Business Member Support Specialist to serve as the primary contact for business members, guiding them on deposits, lending, and money movement. The MSS III duties include branch platform operations and consumer transactions.

Ideal candidates have a bachelor’s degree and 2+ years of banking or client-relations experience, with strong compliance and communication skills, in a fast-paced environment.