Business Banking Advisor: Digital Solutions & Growth

MAX Credit Union; Montgomery (AL); On-site; USD 52,000 - 65,000; Full time

Job summary

MAX Credit Union in Montgomery, AL seeks a Relationship Specialist for business members. You will provide proactive relationship management, tailored financial guidance, and timely resolution across deposits, digital banking, and cash management services to build strong member partnerships.

Collaborating with branch and department teams, you will attract new business members, assist with new deposit accounts, digital banking tools, and cash management solutions.

Responsibilities

• Provides exceptional service to business clients through proactive relationship management and tailored financial guidance.
• Attracts new business members while assisting with deposit accounts, digital banking, and cash management.
• Opens and maintains all deposit accounts and recommends business products to meet member needs.
• Sells and implements solutions such as Remote Deposit Capture, ACH, and digital banking tools.
• Partners with internal departments to deliver holistic, coordinated member service.

Job description

MAX Credit Union in Montgomery, AL seeks a Relationship Specialist for business members. You will provide proactive relationship management, tailored financial guidance, and timely resolution across deposits, digital banking, and cash management services to build strong member partnerships.

Collaborating with branch and department teams, you will attract new business members, assist with new deposit accounts, digital banking tools, and cash management solutions.