Business Banking Implementation Specialist

Educational Federal Credit Union; Florida; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Holidays

Retirement/401K with matching

Medical, Dental and Vision Insurance

Tuition reimbursement for courses

Career opportunities

Job summary

Educational Federal Credit Union in Florida seeks a Business Services Specialist to support the development, implementation, and administration of its Business Services program, including deposits, treasury management, and small business lending. The role emphasizes project execution, documentation, testing, and vendor coordination during the initial phase.

As the department matures, responsibilities expand to ongoing administration, lending support, reporting, and continuous improvement while

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 2–4 years of banking/credit union operations, business services, lending, treasury management, or related roles preferred.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Support implementation of business deposit, treasury management, and small business lending products and services.
• Assist with workflow design, procedures, forms, job aids, and operational documentation.
• Coordinate with internal departments, vendors, and consultants on implementation activities.
• Maintain accurate operational records and ensure high levels of member service.
• Prepare operational reports and monitor business performance metrics.
• Support compliance with applicable regulations and policies.

Skills

Analytical thinking

Organizational skills

Communication

Problem-solving

Multitasking

Education

Bachelor's degree

Equivalent work experience

Tools

Microsoft Office

Job description

Educational Federal Credit Union in Florida seeks a Business Services Specialist to support the development, implementation, and administration of its Business Services program, including deposits, treasury management, and small business lending. The role emphasizes project execution, documentation, testing, and vendor coordination during the initial phase.

As the department matures, responsibilities expand to ongoing administration, lending support, reporting, and continuous improvement while