Business Banking Advisor — Cash Management & Lending

DFCU Financial; Dearborn (MI); Sur place; USD 58 000 - 82 000; Plein temps

Résumé du poste

DFCU Financial in Tampa, FL is seeking a Business Banking Specialist to build and maintain relationships with business members, identify their financial needs, and recommend banking solutions. In this full-time, on-site role, you will support deposits, lending, and treasury management while delivering high-quality service to clients.

You will collaborate with internal teams, analyze cash management requirements, ensure accurate processing of transactions, and adhere to regulatory and policy

Qualifications

• Strong relationship management with business clients.
• Knowledge of treasury management, cash management, deposits, and lending solutions.
• Excellent verbal and written communication with stakeholders.

Responsabilités

• Build and maintain relationships with business members.
• Identify financial needs and recommend banking products/services.
• Support treasury management services and cash optimization.
• Ensure accurate and timely processing of business transactions.
• Collaborate with internal teams to deliver high-quality service while complying with regulations.

Connaissances

Business Relationship Management

Customer Service

Treasury Management

Finance Knowledge

Communication Skills

Team Collaboration

Analytical Skills

Formation

Associate or Bachelor's degree in Finance or Business

Outils

Banking Systems

MS Office

Description du poste

DFCU Financial in Tampa, FL is seeking a Business Banking Specialist to build and maintain relationships with business members, identify their financial needs, and recommend banking solutions. In this full-time, on-site role, you will support deposits, lending, and treasury management while delivering high-quality service to clients.

You will collaborate with internal teams, analyze cash management requirements, ensure accurate processing of transactions, and adhere to regulatory and policy