Business Banking Advisor - Member Solutions

Redstone Federal Credit Union; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Redstone Federal Credit Union is seeking a motivated business banking professional to advise members on tailored banking solutions and financial services. You will greet, interview, assess needs, and guide clients toward appropriate business products, supporting growth through cross-sell and service optimization.

The role requires 2+ years in financial services with business banking emphasis and lending experience, plus a bachelor's degree in business or related field.

Qualifications

• Preferred - 4 Year / Bachelors Degree - Business or relevant discipline.
• Experience Requirement 2 Years - Financial Industry experience with an emphasis on business banking - Required
• 1 Year - Lending experience - Required

Responsibilities

• Serve as a trusted advisor to the business members in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business members.
• Greets and interviews existing and prospective business members.
• Evaluate their business needs and provide assistance with the members' selection of business services.
• Opens business accounts, performs business account maintenance, cross-sells products and services, assists with any additional products or services that business members may need, including, but not limited to; online banking, bill pay, ordering checks.
• Keeps informed of trends and developments in the business market, as well as the changing rules and regulations pertaining to business accounts.
• Keeps abreast and complies with regulatory requirements and internal policies and procedures of all business products offered.
• Complete online regulatory and compliance training as required.
• Provides guidance to other Credit Union employees in assisting business account member regarding business products and services.
• Provide suggestions for streamlining business account services and processes; assist in completing projects and reports as assigned.

Skills

Business banking

Customer service

Communication

Active listening

Regulatory compliance

Time management

Sales / cross-selling

Interpersonal skills

Education

Bachelor's Degree in Business or related discipline

Job description

Redstone Federal Credit Union is seeking a motivated business banking professional to advise members on tailored banking solutions and financial services. You will greet, interview, assess needs, and guide clients toward appropriate business products, supporting growth through cross-sell and service optimization.

The role requires 2+ years in financial services with business banking emphasis and lending experience, plus a bachelor's degree in business or related field.