Business Banking Specialist - Branch Support

Golden 1; Placerville, Northern (CA, KY); Hybrid; USD 34,000 - 36,000; Full time

Job summary

Golden 1 Credit Union is seeking a Branch Business Member Support Specialist in Placerville to deliver tailored financial solutions for business members. The role focuses on deposits, lending, online banking, and digital services, while ensuring compliance and operational excellence.

Responsibilities include handling inquiries, processing loans, and mentoring junior staff, with a strong emphasis on member engagement and cross-functional collaboration within a fast-paced branch environment.

Qualifications

• Bachelor’s Degree or equivalent work or educational experience in banking.
• 2+ years year of prior experience in a banker role or customer relationship building role.
• 1+ years as a Member Service Specialist II, teller role or business product banking role preferred.

Responsibilities

• Serve as the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.
• Assist business members with online banking, ACH setups, credit solutions, and financial products tailored to their needs.
• Conduct proactive outreach to new business members to enhance engagement and foster lasting relationships.
• Process commercial loan servicing requests, including payment corrections, amortizations, and payoff calculations.
• Collaborate with internal teams to provide comprehensive financial solutions.
• Provide consultation on business deposit accounts, lending options, and digital services.
• Navigate software applications while maintaining accuracy and compliance with regulations.
• Identify fraudulent activity and escalate issues according to protocols.
• Fulfill MSS III duties when not assisting business accounts.
• Maintain proficiency in Golden 1 products, services, policies, and compliance.

Skills

Relationship-building

Customer service

Financial product knowledge

Education

Bachelor’s Degree or equivalent

Tools

Online banking

ACH processing

Job description

Golden 1 Credit Union is seeking a Branch Business Member Support Specialist in Placerville to deliver tailored financial solutions for business members. The role focuses on deposits, lending, online banking, and digital services, while ensuring compliance and operational excellence.

Responsibilities include handling inquiries, processing loans, and mentoring junior staff, with a strong emphasis on member engagement and cross-functional collaboration within a fast-paced branch environment.